Strategies

Large Cap Diversified Value

Summary

Strategy Description

The Diversified Value strategy focuses on undervalued large cap stocks. The strategy relies on in-depth fundamental research to develop a portfolio of 50-80 companies that are under-earning due to temporary factors but have the balance sheet, scale, and market position to improve their performance over time.

Strategy Facts

As of 09/30/2021
Asset ClassLarge Cap Value Equity
VehiclesSeparate Account | Mutual Fund
Style BenchmarkRussell 1000 Value
Strategy Assets (millions)$16,126
Number of Stocks50 - 80
Typical Market Cap Range>$5 billion
StatusOpen

Portfolio Managers

George Davis, Jr.
33 Years with H&W 37 Years of Industry Experience
Scott McBride, CFA
19 Years with H&W 22 Years of Industry Experience
Judd Peters, CFA
21 Years with H&W 24 Years of Industry Experience

Index definitions

Glossary of financial terms

More Insights

March 2021 H&W President Scott McBride Featured on The Weighing Machine Podcast Go to Podcast December 2020 The Revival Of Value Investing Go to Newsletter May 2020 Hotchkis & Wiley Featured on Advisor Perspectives Hear what H&W has to say about the unprecedented valuation dislocations in the market after several years of growth stock outperformance. Go to Webinar