Strategies

Mid-Cap Value

Summary

Strategy Description

The Mid-Cap Value strategy invests in 50-80 undervalued mid-sized companies with an emphasis on sustainable cash flow, strong balance sheet, and potential for long-term capital appreciation. The strategy invests in industries and companies that may be out of favor and misunderstood due to temporary or cyclical factors.

Strategy Facts

As of 03/31/2025
Asset ClassMid-Cap Value Equity
VehiclesSeparate Acct | Mutual Fund | Model Delivery
Style BenchmarkRussell Midcap Value
Strategy Assets (millions)$381
Number of Stocks50 - 80
Typical Market Cap Range$500 million to $20 billion
StatusOpen

Portfolio Managers

Stan Majcher, CFA

28 Years with H&W 31 Years of Industry Experience

Hunter Doble, CFA

19 Years with H&W 29 Years of Industry Experience

Index definitions

Glossary of financial terms

HOTCHKIS & WILEY
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