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Portfolio Manager Ryan Thomes recently joined Brad Roth on Behind the Ticker to talk about the new ETF offering from Hotchkis & Wiley – HWSM / July 2025
...Diversified Value ETF please visit www.hwcm.com OR call 1-800-796-5606. Read the prospectus or summary prospectus carefully before investing. Investing in smaller, medium-sized and/or newer companies involves greater risks than those...
Q2 2025 High Yield Market Update / July 2025
...www.hwcm.com. Hotchkis & Wiley High Yield Fund standardized performance – from the dropdown menu, select month-end or quarter-end standardized fund performance. Click here for the standard yield. You should consider...
Value Opportunities Portfolio Update – June 30, 2025 / August 2025
...open-end mutual funds are combined into a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund’s monthly...
December 2024 Dividend and Capital Gain Distributions / November 2024
___________________________________________ 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’...
H&W Global Value Portfolio Manager Scott Rosenthal Featured On “Money Life With Chuck Jaffe” / September 2024
...medium-sized and/or newer companies involves greater risks not associated with investing in large company stocks, such as business risk, significant stock price fluctuations and illiquidity. Mutual fund investing involves risk....
The Nuanced Opportunity in SMID Credits / March 2025