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Strategies / July 2021

ESG

H&W Global Value Portfolio Update / January 2024

H&W Global Value Portfolio Update

...or emerging markets. Composite performance is available at www.hwcm.com, located on the strategy’s Performance tab along with important disclosures included in the strategy’s GIPS Report; quarterly characteristics and portfolio holdings...
2025 Dividend and Capital Gain Schedule / March 2025

2025 Dividend and Capital Gain Schedule

___________________________________________ You should consider the Hotchkis & Wiley Funds’ investment objectives, risks, and charges and expenses carefully before you invest. This and other important information is contained in the Funds’...
2024 Update – A Systematic Advantage in Small & Micro Caps / May 2024

2024 Update – A Systematic Advantage in Small & Micro Caps

___________________________________________ You should consider the Hotchkis & Wiley Small Cap Diversified Value Fund’s investment objectives, risks, and charges and expenses carefully before you invest. This and other important information is...
Q4 2023 High Yield Market Update / January 2024

Q4 2023 High Yield Market Update

...www.hwcm.com. Hotchkis & Wiley High Yield Fund standardized performance – from the dropdown menu, select month-end or quarter-end standardized fund performance You should consider the Hotchkis & Wiley High Yield...
Q1 2024 High Yield Market Update / April 2024

Q1 2024 High Yield Market Update

...www.hwcm.com. Hotchkis & Wiley High Yield Fund standardized performance – from the dropdown menu, select month-end or quarter-end standardized fund performance You should consider the Hotchkis & Wiley High Yield...
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