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Q2 2025 High Yield Market Update / July 2025

Q2 2025 High Yield Market Update

...dividends each year relative to its stock price; Coupon is the annual interest rate paid on a bond, expressed as a percentage of the face value and paid from issue...
Q4 2024 Global Value Market Update / February 2025

Q4 2024 Global Value Market Update

...accounts. The Global Value strategy seeks capital appreciation primarily through investments in common stocks of U.S. and non-U.S. companies, which may include companies located or operating in established or emerging...
Q2 2024 High Yield Market Update / July 2024

Q2 2024 High Yield Market Update

...BB-B US High Yield Constrained Index contains all securities in the ICE BofA US High Yield Index rated BB+ through B- by S&P (or equivalent as rated by Moody’s or...
Q4 2024 Global Value Market Update / February 2025

Q4 2024 Global Value Market Update

...and mid cap representation across 23 Developed Markets (DM) countries. The MSCI World Value Index is a free float-adjusted weighted index capturing large and mid cap representation, exhibiting overall value...
Value Opportunities Portfolio Update – June 30, 2025 / August 2025

Value Opportunities Portfolio Update – June 30, 2025

...Russell 1000® Value Index measures the performance of those Russell 1000® companies with lower price-to-book ratios and lower forecasted growth values. The Russell 1000® Growth Index measures the performance of...
Q1 2024 Global Value Market Update / April 2024

Q1 2024 Global Value Market Update

...the MSCI World Index. The MSCI World Index is a free float-adjusted weighted index capturing large and mid cap representation across 23 Developed Markets (DM) countries. The MSCI World Value...
Q2 2024 Global Value Market Update / July 2024

Q2 2024 Global Value Market Update

...periods of time. The MSCI World Index is a free float-adjusted weighted index capturing large and mid cap representation across 23 Developed Markets (DM) countries. The MSCI World Value Index...
Q1 2024 Mid-Cap Value Update / May 2024

Q1 2024 Mid-Cap Value Update

...www.hwcm.com. Hotchkis & Wiley Mid-Cap Value Fund standardized performance – from the dropdown menu, select month-end or quarter-end standardized fund performance You should consider the Hotchkis & Wiley Mid-Cap Value...
HOTCHKIS & WILEY
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