Hotchkis & Wiley Funds - Hotchkis & Wiley Value Opportunities Fund(NASDAQMUTFUND) HWAAX

Hotchkis & Wiley Value Opportunities Fund Class A focuses on achieving substantial capital growth through strategic investments. The fund allocates resources across a diverse range of equity holdings and fixed-income assets, targeting undervalued companies with significant future potential.

Products and Services

• Invests in common, preferred, and convertible stocks
• Allocates to high-quality investment-grade and speculative bonds
• Employs a fundamental value investing strategy

Growth Outlook

• Fund aims to capitalize on market inefficiencies
• Focus on companies misjudged by the broader market
• Potential for significant capital appreciation over time

Financial Highlights

• Recent dividend yield of 5.50% reflects strong income potential
• Market capitalization of approximately $915.88 million indicates solid investor interest
• Stock price range between $39.81 and $47.13 shows stability

The Hotchkis & Wiley Value Opportunities Fund Class A operates as a non-diversified portfolio, allowing for a concentrated investment approach. The fund's strategy is designed to identify and invest in companies that are undervalued, leveraging a rigorous analysis to uncover hidden opportunities. With a focus on both equity and fixed-income investments, the fund aims to provide investors with a balanced approach to capital growth. The recent financial highlights indicate a strong dividend yield, suggesting a commitment to returning value to investors while maintaining a robust market presence.