HOTCHKIS & WILEY

HOTCHKIS & WILEY

Last Update: 01-08-2016

Number of Stocks: 185
Number of New Stocks: 12

Total Value: $24,940 Mil
Q/Q Turnover: 11%

Countries: USA CAN
Details: Top Buys | Top Sales | Top Holdings  Embed:

HOTCHKIS & WILEY' s Profile & Performance

Profile

Incepted in Los Angeles in 1980, Hotchkis and Wiley has focused exclusively on finding and owning undervalued companies that have a significant potential for appreciation.

Web Page:http://www.hwcm.com/

Investing Philosophy

Hotchkis and Wiley are value investors focusing on important investment parameters such as a company's tangible assets, sustainable cash flow, and potential for improving business performance.

Total Holding History

Performance of Large Cap Value Fund

YearReturn (%)S&P500 (%)Excess Gain (%)
201413.4913.69-0.2
201339.9532.397.6
201218.74162.7
3-Year Cumulative88.6 (23.5%/year)74.6 (20.4%/year)14 (3.1%/year)
2011-4.252.11-6.4
201019.8515.064.8
5-Year Cumulative116.4 (16.7%/year)105.1 (15.5%/year)11.3 (1.2%/year)
200934.3226.467.9
2008-46.84-37-9.8
2007-10.555.49-16.0
200613.715.79-2.1
20056.414.911.5
10-Year Cumulative67.2 (5.3%/year)109.4 (7.7%/year)-42.2 (-2.4%/year)
200422.0110.8811.1
200342.7728.6814.1
2002-7.51-22.114.6
20017.95-11.8919.8
20009.17-9.118.3
15-Year Cumulative217.5 (8%/year)86.4 (4.2%/year)131.1 (3.8%/year)
1999-2.3421.04-23.4
19984.3228.58-24.3
199731.1533.36-2.2
199617.3822.96-5.6
199534.4237.58-3.2
20-Year Cumulative569.4 (10%/year)554.6 (9.8%/year)14.8 (0.2%/year)
1994-3.51.32-4.8
199315.7610.085.7
199213.967.626.3
199134.6330.474.2
1990-18.06-3.1-15.0
25-Year Cumulative840.1 (9.4%/year)893.3 (9.6%/year)-53.2 (-0.2%/year)
198923.6731.69-8.0
198821.1516.614.5

Top Ranked Articles

Stocks Bring High Dividend Yields to HOTCHKIS & WILEY Microsoft, Ford, GlaxoSmithKline among guru's dividend providers
HOTCHKIS & WILEY has focused exclusively on finding and owning undervalued companies that have a significant potential for appreciation. Following are the stocks that have high dividend yields in that portfolio. Read more...
Hotchkis & Wiley Invests in International Paper, Packaging Corp. of America and Eaton Century Aluminum, Washington Federal, Denbury Resources and Commercial Vehicle Group are other new stocks in the portfolio
Hotchkis & Wiley Capital Management LLC made a dozen new buys in the third quarter. Read more...
Tom Gayner Buys Harley-Davidson and JPMorgan in 3rd Quarter He sells out Chubb in his most heavily weighted trade
Tom Gayner (Trades, Portfolio) is the executive vice president and chief investment officer of Markel Corp. (NYSE:MKL) and president of Markel Gayner Asset Management Inc. He thinks stock is part of a business, and the business is worth what the present value of the future cash flows are. Read more...
Hotchkis & Wiley Sells Stake in UnitedHealth Group Value firm closes several positions in 3rd quarter
Hotchkis & Wiley was founded in 1980 and is based in Los Angeles. The firm follows a value strategy, focusing on important investment parameters such as a company's tangible assets, sustainable cash flow and potential for improving business performance. Read more...
HOTCHKIS & WILEY Buys More Than 7 Million Shares in Oil and Gas Company Guru slashes stakes in Eli Lilly, IBM and Con-way
Since its founding in 1980, HOTCHKIS & WILEY has emphasized finding and owning undervalued companies with significant potential for appreciation. Its approach has regularly produced double-digit returns for its clients in recent years. Read more...
» More HOTCHKIS & WILEY Articles

Commentaries and Stories

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Stocks Bring High Dividend Yields to HOTCHKIS & WILEY Microsoft, Ford, GlaxoSmithKline among guru's dividend providers HOTCHKIS & WILEY,Warren Buffett,Ray Dalio,David Dr - Stocks Bring High Dividend Yields To HOTCHKIS & WILEY
HOTCHKIS & WILEY has focused exclusively on finding and owning undervalued companies that have a significant potential for appreciation. Following are the stocks that have high dividend yields in that portfolio. More...

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Hotchkis & Wiley Invests in International Paper, Packaging Corp. of America and Eaton Century Aluminum, Washington Federal, Denbury Resources and Commercial Vehicle Group are other new stocks in the portfolio HOTCHKIS & WILEY,Steven Cohen,Louis Moore Bacon,Jo - Hotchkis & Wiley Invests In International Paper, Packaging Corp. Of America And Eaton
Hotchkis & Wiley Capital Management LLC made a dozen new buys in the third quarter. More...

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Tom Gayner Buys Harley-Davidson and JPMorgan in 3rd Quarter He sells out Chubb in his most heavily weighted trade Tom Gayner,HOTCHKIS & WILEY,PRIMECAP Management,Pi - Tom Gayner Buys Harley-Davidson And JPMorgan In 3rd Quarter
Tom Gayner (Trades, Portfolio) is the executive vice president and chief investment officer of Markel Corp. (NYSE:MKL) and president of Markel Gayner Asset Management Inc. He thinks stock is part of a business, and the business is worth what the present value of the future cash flows are. More...

  • Currently 4.00/5

Rating: 4.0/5 (1 vote)

Hotchkis & Wiley Sells Stake in UnitedHealth Group Value firm closes several positions in 3rd quarter Hotchkis & Wiley - Hotchkis & Wiley Sells Stake In UnitedHealth Group
Hotchkis & Wiley was founded in 1980 and is based in Los Angeles. The firm follows a value strategy, focusing on important investment parameters such as a company's tangible assets, sustainable cash flow and potential for improving business performance. More...

  • Currently 3.00/5

Rating: 3.0/5 (1 vote)

HOTCHKIS & WILEY Buys More Than 7 Million Shares in Oil and Gas Company Guru slashes stakes in Eli Lilly, IBM and Con-way Hotchkis & Wiley - HOTCHKIS & WILEY Buys More Than 7 Million Shares In Oil And Gas Company
Since its founding in 1980, HOTCHKIS & WILEY has emphasized finding and owning undervalued companies with significant potential for appreciation. Its approach has regularly produced double-digit returns for its clients in recent years. More...

  • Currently 5.00/5

Rating: 5.0/5 (6 votes)

3 Investment Opportunities Both Insiders and Gurus Are Buying These are interesting investment ideas generated by the GuruFocus double buy screen Mohnish Pabrai,HOTCHKIS & WILEY,Paul Tudor Jones,J - 3 Investment Opportunities Both Insiders And Gurus Are Buying
As I consider myself something of a cratedigger of a value investor, GuruFocus is a valuable source of information. I’m always looking for new ideas and one cool screen GuruFocus has is the Double Buy screen. It allows you to see which stocks have been bought by both gurus and insiders. Separately that is data I am already interested in but screening for both at the same time is beyond good. These are currently the top three stocks that come up on the screen: More...

LONG, ZINC,


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Rating: 4.0/5 (1 vote)

Insiders' Trades of the Week: Citizens Financial Royal Bank of Scotland sold 110 million shares of the company Jim Simons,HOTCHKIS & WILEY,Chris Davis,David Einh - Insiders' Trades Of The Week: Citizens Financial
The All-In-One Screener can be used to find insider buys and sales over the last week by clicking on the Insiders tab and changing the settings for All Insider Buying/All Insider Selling to “$1,000,000+” and duration to "November 2015." More...

INSIDER TRADES


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A Look at Recent Insider Trades The All-In-One Screener can help find insider transactions Jim Simons,HOTCHKIS & WILEY - A Look At Recent Insider Trades
The All-In-One Screener can be used to find insider buys and sales over the last week by clicking on the Insiders tab and changing the settings for All Insider Buying/All Insider Selling to “$1,000,000+” and duration to "October 2015." More...

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Hotchkis & Wiley Diversified Value Fund Q3 Commentary Commentary of market and stock holdings Hotchkis & Wiley - Hotchkis & Wiley Diversified Value Fund Q3 Commentary
The performance data quoted represents past performance and does not guarantee future results. Current performance may be lower or higher. Investment return and principal value of the fund will fluctuate, and shares may be worth more or less than their original cost when redeemed. Click quarter-end or month-end to obtain the most recent fund performance. More...

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HOTCHKIS & WILEY Sells Stake in Time Warner Cable Investors double down on holding in Comcast Hotchkis & Wiley - HOTCHKIS & WILEY Sells Stake In Time Warner Cable
HOTCHKIS & WILEY looks for undervalued companies with loads of potential in which to invest. “Our ability to deliver long-term performance is the key to our success,” the firm’s website proclaims. That success seems indisputable. The large cap value fund produced returns of nearly 40% year before last. More...

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Madison Street Partners Buys Citigroup and Morgan Stanley Hedge fund acquires 20 new stocks in second quarter James Barrow,HOTCHKIS & WILEY,Ken Fisher,Richard P - Madison Street Partners Buys Citigroup And Morgan Stanley
Madison Street Partners LLC is a hedge fund based in Colorado founded by Steven Owsley in 2004. Its portfolio reported a total value of its portfolio of $74 million, with a decrease of 24% since the previous quarter. During 2015, Q2, it bought 20 new stocks and increased four of its existing stakes. The following are the most heavily weighted buys during the quarter. More...

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Kahn Brothers' Most Weighted Trades in Q2 2015
Irving Kahn, along with brothers Alan and Thomas, founded Kahn Brothers (Trades, Portfolio) & Company, Inc., in 1978. The firm is a money manager and Registered Investment Advisor. Its principals manage approximately $1 billion of institutional and private funds. More...

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5-year lows: Rowan Companies, Linn Energy LLC, Greif Inc, and Hatteras Financial Corp
According to GuruFocus list of 5-year lows, these Guru stocks have reached their 5-year lows: Rowan Companies, Linn Energy LLC, Greif Inc, and Hatteras Financial Corp. More...

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Hotchkis & Wiley Large Cap Diversified Value Q2 2015 Commentary
The S&P 500 Index returned a modest +0.3% during the second quarter of 2015 and is now up +1.2% since the beginning of the year. Growth and value performed similarly during the quarter but value stocks have lagged considerably over the past 12 months. Typically, such environments present a headwind for our value-focused strategy but we have managed to navigate the past twelve months satisfactorily considering the circumstances. Naturally, however, we would welcome a value tailwind which our experience has taught us should inevitably emerge in due course. More...

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Rating: 5.0/5 (1 vote)

Hotchkis & Wiley Large Cap Diversified Value Q2 Market Commentary
The S&P 500 Index returned a modest +0.3% during the second quarter of 2015 and is now up +1.2% since the beginning of the year. Growth and value performed similarly during the quarter but value stocks have lagged considerably over the past 12 months. Typically, such environments present a headwind for our value-focused strategy but we have managed to navigate the past twelve months satisfactorily considering the circumstances. Naturally, however, we would welcome a value tailwind which our experience has taught us should inevitably emerge in due course. More...

Hotchkis & Wiley, Commentary


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Hotchkis & Wiley Adds to Banking, Insurance Stakes Hotchkis & Wiley - Hotchkis & Wiley Adds To Banking, Insurance Stakes
In its 35-year existence, value investor HOTCHKIS & WILEY has built its reputation on identifying undervalued companies that have great growth potential. But in the first quarter, most of its emphasis was on well-established companies, especially those in banking and insurance. More...

Hotchkis & Wiley, Financials, Insurance


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Hotchkis & Wiley Large Cap Value Fund Q1 2015 Commentary
Following six years of positive returns, the S&P 500 Index opened 2015 with a modest +1.0% return in the first quarter. The unprecedented corporate cost-cutting measures and general economic recovery following the financial crisis has fueled impressive earnings growth. Over the last six years, the S&P 500 is up +194% cumulatively. While such a rampant appreciation of market prices would normally give us pause, equity valuations are scarcely higher than historical averages due to these robust earnings. More...

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Hotchkis & Wiley Keeps Buying Navistar
Since its inception in Los Angeles in 1980, Hotchkis & Wiley (Trade, Portfolio) has focused exclusively on finding and owning undervalued companies that have a significant potential for appreciation. Hotchkis & Wiley are value investors focusing on important investment parameters such as a company's tangible assets, sustainable cash flow, and potential for improving business performance. More...

LONG, INDUSTRIALS


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Hotchkis & Wiley First Quarter 2015 Large Cap Diversified Value Commentary
Following six years of positive returns, the S&P 500 Index opened 2015 with a modest +1.0% return in the first quarter. The unprecedented corporate cost-cutting measures and general economic recovery following the financial crisis has fueled impressive earnings growth. Over the last six years, the S&P 500 is up +194% cumulatively. While such a rampant appreciation of market prices would normally give us pause, equity valuations are scarcely higher than historical averages due to these robust earnings. More...

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5-year lows: Extreme Networks Inc, Dynamic Materials Corp, Electro Scientific Industries, and LMI Aerospace Inc.
According to GuruFocus list of 5-year lows, these Guru stocks have reached their 5-year lows: Extreme Networks Inc, Dynamic Materials Corp, Electro Scientific Industries, and LMI Aerospace Inc. More...

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