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 12/31/2020
Asset ClassLarge Cap Value Equity
VehiclesSeparate Account | Mutual Fund
Style BenchmarkRussell 1000 Value
Strategy Assets (millions)$13,969
Number of Stocks50 - 80
Typical Market Cap Range>$5 billion
StatusOpen

Portfolio Managers

George Davis, Jr.
32 Years with H&W 36 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 23 Years of Industry Experience

Index definitions

Glossary of financial terms

More Insights

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 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