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 03/31/2020
Asset ClassLarge Cap Value Equity
Style BenchmarkRussell 1000 Value
Strategy Assets (millions)$9,105
Number of Stocks50 - 80
Typical Market Cap Range>$5 billion
StatusOpen

Portfolio Managers

George Davis, Jr.
31 Years with H&W 35 Years of Industry Experience
Scott McBride, CFA
18 Years with H&W 20 Years of Industry Experience
Judd Peters, CFA
20 Years with H&W 22 Years of Industry Experience

Index definitions

Glossary of financial terms

More Insights

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 April 2019 Value Investors George Davis and Scott McBride Interview CEO George Davis and President Scott McBride talk to Value Investor Insight about value investing today and where they see opportunity. Go to Interview January 2019 What Drives Active Management Performance H&W wades into the active/passive debate with research findings on what drives performance in active equity management. Go to whitepaper