HOTCHKIS & WILEY

HOTCHKIS & WILEY

Last Update: 05-13-2016

Number of Stocks: 173
Number of New Stocks: 10

Total Value: $23,761 Mil
Q/Q Turnover: 7%

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 (%)
2015-7.771.19-9.0
201413.4913.69-0.2
201339.9532.397.6
3-Year Cumulative46.5 (13.6%/year)52.3 (15.1%/year)-5.8 (-1.5%/year)
201218.74162.7
2011-4.252.11-6.4
5-Year Cumulative66.5 (10.7%/year)80.4 (12.5%/year)-13.9 (-1.8%/year)
201019.8515.064.8
200934.3226.467.9
2008-46.84-37-9.8
2007-10.555.49-16.0
200613.715.79-2.1
10-Year Cumulative45 (3.8%/year)102 (7.3%/year)-57 (-3.5%/year)
20056.414.911.5
200422.0110.8811.1
200342.7728.6814.1
2002-7.51-22.114.6
20017.95-11.8919.8
15-Year Cumulative168.3 (6.8%/year)107.5 (5%/year)60.8 (1.8%/year)
20009.17-9.118.3
1999-2.3421.04-23.4
19984.3228.58-24.3
199731.1533.36-2.2
199617.3822.96-5.6
20-Year Cumulative359.3 (7.9%/year)381.4 (8.2%/year)-22.1 (-0.3%/year)
199534.4237.58-3.2
1994-3.51.32-4.8
199315.7610.085.7
199213.967.626.3
199134.6330.474.2
25-Year Cumulative958.2 (9.9%/year)937.3 (9.8%/year)20.9 (0.1%/year)
1990-18.06-3.1-15.0
198923.6731.69-8.0
198821.1516.614.5

Top Ranked Articles

Hotchkis & Wiley Buys Morgan Stanley, Citigroup, AIG in 1st Quarter Here are guru's largest acquisitions
HOTCHKIS & WILEY was founded in 1980 by John Hotchkis and George Wiley, value investors focusing on important investment parameters such as a company's tangible assets, sustainable cash flow and potential for improving business performance. During the first quarter the firm bought shares in the following stocks: Read more...
Hotchkis & Wiley Sells Out of Comstock Resources Company has multiple warning signs in a highly volatile, competitive industry
Hotchkis & Wiley sold its 4,669,830-share stake in Comstock Resources Inc. (NYSE:CRK) on March 31. Read more...
Hotchkis & Wiley Sells Stake in Most Heavily Weighted Sector Divestiture of Chubb has -1.21% impact on guru's portfolio
Financial Services is the most heavily weighted sector in HOTCHKIS & WILEY’s portfolio, and the guru’s most noteworthy fourth-quarter transaction was in that sector, but it was a divestiture, not an acquisition. Read more...
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...
» More HOTCHKIS & WILEY Articles

Commentaries and Stories

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Hotchkis & Wiley Buys Morgan Stanley, Citigroup, AIG in 1st Quarter Here are guru's largest acquisitions HOTCHKIS & WILEY,Jim Simons,Richard Pzena,Jeremy G - Hotchkis & Wiley Buys Morgan Stanley, Citigroup, AIG In 1st Quarter
HOTCHKIS & WILEY was founded in 1980 by John Hotchkis and George Wiley, value investors focusing on important investment parameters such as a company's tangible assets, sustainable cash flow and potential for improving business performance. During the first quarter the firm bought shares in the following stocks: More...

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Growing EPS, Margin of Safety: Herbalife, Viacom GuruFocus' DCF calculator identifies bargains HOTCHKIS & WILEY,PRIMECAP Management,Jeremy Granth - Growing EPS, Margin Of Safety: Herbalife, Viacom
Companies with growing EPS are often a good investment as they can return a good profit to investors. Here is a selection of the most undervalued companies, according to the DCF calculator, that have a five-year growing EPS. More...

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Hotchkis & Wiley Global Value Fund 1st Quarter Commentary Portfolio activity and outlook Hotchkis & Wiley - Hotchkis & Wiley Global Value Fund 1st Quarter Commentary
MARKET COMMENTARY More...

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Hotchkis & Wiley Large Cap Value Fund First Quarter Commentary Review of markets and holdings Hotchkis & Wiley - Hotchkis & Wiley Large Cap Value Fund First Quarter Commentary
MARKET COMMENTARY More...

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Bed Bath & Beyond Is a Serious Buy Right Now Down from $78, the stock is worth buying around $45 HOTCHKIS & WILEY - Bed Bath & Beyond Is A Serious Buy Right Now
The 20% off standard has served the company well over the years, helping it grow from $3 billion in sales in 2002 to over $12 billion today. Just looking through Bed Bath & Beyond’s (NASDAQ:BBBY) 15-year financial record is impressive, but the past does not equal the future. More...

RETAIL, BED BATH & BEYOND


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Hotchkis & Wiley Diversified Value Fund First Quarter Commentary Discussion of holdings and economy Hotchkis & Wiley - Hotchkis & Wiley Diversified Value Fund First Quarter Commentary
The S&P 500 Index returned +1.35% during the first quarter of 2016, though it was anything but a steady trajectory. On February 11th, the S&P 500 Index was down by more than 10% for the year before recovering over the quarter’s final seven weeks. This date also represented a turning point in the value/growth cycle. From the beginning of the year through February 11th, S&P 500 Index stocks with the lowest price-to-book ratios (lowest quintile) underperformed the index -16.1% vs. -10.3%. From February 11th through the end of the quarter, however, this lowest valued quintile outperformed the index +16.2% vs. +13.0%. While it is too early to proclaim a new value cycle is upon us, it is noteworthy that such cycles have lasted between 5 and 8 years historically once they have taken hold—this would be a welcomed tailwind for our approach. More...

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Hotchkis & Wiley Sells Out of Comstock Resources Company has multiple warning signs in a highly volatile, competitive industry Hotchkis & Wiley - Hotchkis & Wiley Sells Out Of Comstock Resources
Hotchkis & Wiley sold its 4,669,830-share stake in Comstock Resources Inc. (NYSE:CRK) on March 31. More...

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Hotchkis & Wiley Sells Stake in Most Heavily Weighted Sector Divestiture of Chubb has -1.21% impact on guru's portfolio Hotchkis & Wiley - Hotchkis & Wiley Sells Stake In Most Heavily Weighted Sector
Financial Services is the most heavily weighted sector in HOTCHKIS & WILEY’s portfolio, and the guru’s most noteworthy fourth-quarter transaction was in that sector, but it was a divestiture, not an acquisition. More...

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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...

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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...

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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...

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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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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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