HOTCHKIS & WILEY

HOTCHKIS & WILEY

Hotchkis & Wiley Capital Management LLC
Last update 2020-02-13 462 Stocks (61 new)
Value $28.78 Bil Turnover 11 %
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HOTCHKIS & WILEY 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.

HOTCHKIS & WILEY 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.
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Performance of Large Cap Value Fund

Year Return % S&P500 % Excess Gain %
2019 29.12 30.58 -1.5
2018 -14.25 -4.57 -9.7
2017 18.87 21.7 -2.8
3-Year Cumulative (2017-2019) 31.61 (9.59/Year) 51.65 (14.89/Year) -20.04 (-5.30/Year)
2016 19.72 12 7.7
2015 -7.77 1.24 -9
5-Year Cumulative (2015-2019) 45.32 (7.76/Year) 71.96 (11.45/Year) -26.62 (-3.67/Year)
2014 13.49 13.46 0
2013 39.95 32.31 7.6
2012 18.74 15.99 2.8
2011 -4.25 1.9 -6.1
2010 19.85 15.05 4.8
10-Year Cumulative (2010-2019) 214.52 (12.14/Year) 251.03 (13.38/Year) -36.49 (-1.24/Year)
2009 34.32 26.35 8
2008 -46.84 -36.79 -10
2007 -10.55 5.15 -15.7
2006 13.7 15.84 -2.1
2005 6.41 4.83 1.6
15-Year Cumulative (2005-2019) 143.05 (6.10/Year) 257.98 (8.87/Year) -114.93 (-2.75/Year)
2004 22.01 10.7 11.3
2003 42.77 28.18 14.6
2002 -7.51 -21.58 14.1
2001 7.95 -11.76 19.7
2000 9.17 -9.75 18.9
20-Year Cumulative (2000-2019) 361.47 (7.95/Year) 217.22 (5.94/Year) 144.25 (2.01/Year)
1999 -2.34 20.38 -22.7
1998 4.32 28.69 -24.4
1997 31.15 33.49 -2.3
1996 17.38 22.5 -5.1
1995 34.42 38.06 -3.6
25-Year Cumulative (1995-2019) 872.87 (9.53/Year) 1009.46 (10.10/Year) -136.59 (-0.57/Year)
1994 -3.5 0.38 -3.9
1993 15.76 10.08 5.7
1992 13.96 7.62 6.3
1991 34.63 30.47 4.2
1990 -18.06 -3.1 -15
30-Year Cumulative (1990-2019) 1266.26 (9.11/Year) 1568.00 (9.83/Year) -301.74 (-0.72/Year)
1989 23.67 31.69 -8
1988 21.15 16.61 4.5

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