HOTCHKIS & WILEY

HOTCHKIS & WILEY

Last Update: 08-13-2018

Number of Stocks: 480
Number of New Stocks: 92

Total Value: $26,510 Mil
Q/Q Turnover: 9%

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 (%)
201718.8721.71-2.8
201619.7211.997.7
2015-7.771.24-9.0
3-Year Cumulative31.3 (9.5%/year)38 (11.3%/year)-6.7 (-1.8%/year)
201413.4913.470.0
201339.9532.37.7
5-Year Cumulative108.5 (15.8%/year)107.2 (15.7%/year)1.3 (0.1%/year)
201218.7415.992.8
2011-4.251.9-6.1
201019.8515.054.8
200934.3226.358.0
2008-46.84-36.79-10.0
10-Year Cumulative102.8 (7.3%/year)125 (8.4%/year)-22.2 (-1.1%/year)
2007-10.555.14-15.7
200613.715.85-2.2
20056.414.831.6
200422.0110.711.3
200342.7728.1914.6
15-Year Cumulative282.4 (9.4%/year)307.7 (9.8%/year)-25.3 (-0.4%/year)
2002-7.51-21.5814.1
20017.95-11.7619.7
20009.17-9.7518.9
1999-2.3420.4-22.7
19984.3228.7-24.4
20-Year Cumulative324.6 (7.5%/year)294.5 (7.1%/year)30.1 (0.4%/year)
199731.1533.47-2.3
199617.3822.49-5.1
199534.4238.04-3.6
1994-3.50.4-3.9
199315.7610.085.7
25-Year Cumulative881.6 (9.6%/year)883.9 (9.6%/year)-2.3 (0%/year)
199213.967.626.3
199134.6330.474.2
1990-18.06-3.1-15.0
198923.6731.69-8.0
198821.1516.614.5
30-Year Cumulative1748.8 (10.2%/year)1955.8 (10.6%/year)-207 (-0.4%/year)

Top Ranked Articles

Hotchkis and Wiley Trims Discovery Stake Company lags top competitors in profitability and quality
On Wednesday, Hotchkis & Wiley disclosed it chopped 46.31% off its stake in Discovery Inc. (NASDAQ:DISCA), a company that underperforms top entertainment companies like Netflix Inc. (NASDAQ:NFLX), Walt Disney Co. (NYSE:DIS), Twenty-First Century Fox Inc. (NASDAQ:FOXA) and Time Warner Inc. (NYSE:TWX), on April 30. Read more...
Hotchkis & Wiley Buys General Electric, Unilever, Wells Fargo Firm’s largest buys of the first quarter
Hotchkis & Wiley was founded in 1980 by John Hotchkis and George Wiley. The firm bought shares in the following stocks in the first quarter. Read more...
Hotchkis and Wiley Boosts MDC Partners Stake and Trims Discovery Stake Guru real-time pick and portfolio highlight
Hotchkis & Wiley disclosed on Tuesday that it expanded its position in MDC Partners Inc. (NASDAQ:MDCA) and further reduced its holding of Discovery Inc. (NASDAQ:DISCA). The firm also eliminated its holding of Energy XXI Gulf Coast Inc. (NASDAQ:EGC), according to GuruFocus real-time picks. Read more...
Hotchkis & Wiley Comments on General Electric Guru stock highlight
General Electric (NYSE:GE) has leading positions in power turbines, jet engines, diesel locomotives, and diagnostic imaging systems with $120B in sales of which about 60% is international. In our opinion, the stock now trades at an attractive valuation considering it has a high quality set of businesses with interesting future prospects. Shares have underperformed due to shrinking capital and power earnings, combined with weak cash flow in power and declining cash from dispositions in capital, which led to a dividend cut. We believe the power business will be challenged but most of its earnings decline is priced in today. Also, what the market misses is GE’s businesses have #1 or #2 market share in virtually every business and has a dominant installed base to service and sell new equipment. In our opinion, GE trades at an attractive multiple of normal earnings with a majority of businesses that earn high long-term returns on capital. Read more...
Hotchkis & Wiley Comments on Southern Company Guru stock highlight
Southern Company (NYSE:SO) is a utility holding company with a history of constructive regulatory relationships and operational execution that has facilitated better than average ROEs on its regulated rate base. We believe it is an attractively valued stock supported by a stable business and a high dividend yield. Read more...
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Commentaries and Stories

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Hotchkis and Wiley Boosts MDC Partners Stake and Trims Discovery Stake Guru real-time pick and portfolio highlight Hotchkis & Wiley - Hotchkis And Wiley Boosts MDC Partners Stake And Trims Discovery Stake
Hotchkis & Wiley disclosed on Tuesday that it expanded its position in MDC Partners Inc. (NASDAQ:MDCA) and further reduced its holding of Discovery Inc. (NASDAQ:DISCA). The firm also eliminated its holding of Energy XXI Gulf Coast Inc. (NASDAQ:EGC), according to GuruFocus real-time picks. More...

HOTCHKIS AND WILEY


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Hotchkis & Wiley Buys General Electric, Unilever, Wells Fargo Firm’s largest buys of the first quarter Hotchkis & Wiley - Hotchkis & Wiley Buys General Electric, Unilever, Wells Fargo
Hotchkis & Wiley was founded in 1980 by John Hotchkis and George Wiley. The firm bought shares in the following stocks in the first quarter. More...

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Hotchkis & Wiley Comments on Unilever Guru stock highlight
Unilever (NYSE:UL) is one of the leading suppliers of consumer goods in the food, home care, and personal care product categories. Leveraging its brand strength, Unilever has attained #1 or #2 market share across 85% of its business. We believe it is attractively valued and management has implemented plans to expand margins in the coming years while returning capital to shareholders. More...

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Hotchkis & Wiley Comments on Southern Company Guru stock highlight
Southern Company (NYSE:SO) is a utility holding company with a history of constructive regulatory relationships and operational execution that has facilitated better than average ROEs on its regulated rate base. We believe it is an attractively valued stock supported by a stable business and a high dividend yield. More...

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Hotchkis & Wiley Comments on General Electric Guru stock highlight
General Electric (NYSE:GE) has leading positions in power turbines, jet engines, diesel locomotives, and diagnostic imaging systems with $120B in sales of which about 60% is international. In our opinion, the stock now trades at an attractive valuation considering it has a high quality set of businesses with interesting future prospects. Shares have underperformed due to shrinking capital and power earnings, combined with weak cash flow in power and declining cash from dispositions in capital, which led to a dividend cut. We believe the power business will be challenged but most of its earnings decline is priced in today. Also, what the market misses is GE’s businesses have #1 or #2 market share in virtually every business and has a dominant installed base to service and sell new equipment. In our opinion, GE trades at an attractive multiple of normal earnings with a majority of businesses that earn high long-term returns on capital. More...

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Hotchkis & Wiley Large Cap Value Fund 1st Quarter Commentary Discussion of markets and holdings Hotchkis & Wiley - Hotchkis & Wiley Large Cap Value Fund 1st Quarter Commentary
Market Commentary More...

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Hotchkis and Wiley Trims Discovery Stake Company lags top competitors in profitability and quality Hotchkis & Wiley - Hotchkis And Wiley Trims Discovery Stake
On Wednesday, Hotchkis & Wiley disclosed it chopped 46.31% off its stake in Discovery Inc. (NASDAQ:DISCA), a company that underperforms top entertainment companies like Netflix Inc. (NASDAQ:NFLX), Walt Disney Co. (NYSE:DIS), Twenty-First Century Fox Inc. (NASDAQ:FOXA) and Time Warner Inc. (NYSE:TWX), on April 30. More...

HOTCHKIS AND WILEY, ENTERTAINMENT INDUSTRY, COMPETITIVE ANALYSIS


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NIC Inc.: Can It Get Back to Being a Powerhouse? Recent activities have left its share price in the doldrums Joel Greenblatt, Hotchkis & Wiley, Paul Tudor Jone - NIC Inc.: Can It Get Back To Being A Powerhouse?
Some six weeks ago, NIC Inc. (NASDAQ:EGOV) lost a major client, the state of Texas, and one analyst says that client represented 20% of the company's 2016 revenue. Analyst Peter Heckman of D.A. Davidson Cos. also said five other states had made "major changes" in contracts with NIC in the past five years. What does all this mean for the future of the company? More...

NIC, EGOV, STATE GOVERNMENT, FEDERAL GOVERNMENT, PORTALS, DIGITAL GOVERNMENT SERVICES, COMPETITIVE ADVANTAGES, RAZOR AND BLADES MODEL, DEBT, RETURN ON ASSETS, RETURN ON EQUITY, RETURN ON CAPITAL, DIS


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8 Stocks Hotchkis & Wiley Continues to Buy The firm added to these positions in the past 2 quarters Hotchkis & Wiley - 8 Stocks Hotchkis & Wiley Continues To Buy
Hotchkis & Wiley was founded in 1980 by John Hotchkis and George Wiley. The firm invested in the following stocks in both the third and fourth quarters. More...

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Hotchkis & Wiley Starts Positions in Pepsi and Mondelez in 4th Quarter Firm discloses top buys in latest portfolio report Hotchkis & Wiley - Hotchkis & Wiley Starts Positions In Pepsi And Mondelez In 4th Quarter
Hotchkis & Wiley disclosed on Tuesday its top two buys for fourth-quarter 2017 are PepsiCo Inc. (NASDAQ:PEP) and Mondelez International Inc. (NASDAQ:MDLZ). More...

HOTCHKIS & WILEY, KEN FISHER


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Hotchkis & Wiley Large Cap Diversified Value 2nd Quarter Commentary Review of quarter and holdings Hotchkis & Wiley - Hotchkis & Wiley Large Cap Diversified Value 2nd Quarter Commentary
The S&P 500 Index returned +3.1% in the second quarter. Growth stocks outperformed value stocks in the quarter, with the Russell 1000 Growth Index returning +4.7% compared to the Russell 1000 Value Index’s return of +1.3%. Year-to-date, the growth index has outperformed the value index by more than 9 percentage points, a reversal of value’s 10 percentage point advantage in 2016. In the last few years, investors flocked to companies with high dividend payouts (i.e. bond surrogates) because interest rates have been persistently low. In 2017, with GDP advancing at a positive but lackluster pace, investors have flocked to stocks that have exhibited above average growth. This has not only led to growth’s outperformance but also produced a market with narrow leadership. More than one-third of growth’s outperformance has come from just five mega cap stocks—Apple, Amazon, Facebook, Google, and Microsoft. More...

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Hotchkis & Wiley Comments on Hewlett-Packard Enterprise Guru stock highlight
We increased the weight in technology, primarily by adding to the existing position in Hewlett-Packard Enterprise (“HPE”) (NYSE:HPE) which became the portfolio’s largest weight by quarter-end. To become a large position, a stock must be attractively valued, have a strong balance sheet, possess a predictable business model, exercise prudent capital allocation, and be liquid. HPE scores well on each of these traits. The company is divesting its software and enterprise services businesses. After adjusting for these transactions the remaining hardware business trades between 5 and 6 times earnings. More...

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Large Cap Fundamental Value 1st Quarter 2017 Commentary Overview of holdings and markets Hotchkis & Wiley - Large Cap Fundamental Value 1st Quarter 2017 Commentary
MARKET COMMENTARY More...

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Ken Fisher Buys Vodafone, Daimler, Itau Unibanco Guru's top 3 new holdings for the 1st quarter Ken Fisher,HOTCHKIS & WILEY,Howard Marks,Dodge & C - Ken Fisher Buys Vodafone, Daimler, Itau Unibanco
Fisher Asset Management founder Ken Fisher (Trades, Portfolio) gained 78 new holdings during the first quarter of the year. His top three buys were Vodafone Group PLC (NASDAQ:VOD), Daimler AG (DMLRY) and Itau Unibanco Holding SA (NYSE:ITUB). More...

FISHER, BUYS, 1Q


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Hotchkis & Wiley Diversified Value Fund 1st Quarter Commentary Analysis of holdings and quarter Hotchkis & Wiley - Hotchkis & Wiley Diversified Value Fund 1st Quarter Commentary
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Director Invests in Lonestar Resources Insider purchases 50,000 shares Leucadia National,HOTCHKIS & WILEY - Director Invests In Lonestar Resources
Director Bernard Lambilliotte purchased 50,000 shares of Lonestar Resources US Inc. (NASDAQ:LONE) for $5 per share on April 13, according to SEC filings. More...

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Stocks With Low P/Es and Margins of Safety 8 undervalued and fairly priced stocks you should double-check HOTCHKIS & WILEY,Donald Smith,Richard Snow,Jim Sim - Stocks With Low P/Es And Margins Of Safety
Here are eight stocks gurus are buying that are trading with a very low price-earnings (P/E) ratio. Most of them are greatly undervalued, according to the DCF calculator. More...

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Bernard Horn Gains 2 Holdings, Cuts 3 Others Guru releases 3rd quarter portfolio Bernard Horn,HOTCHKIS & WILEY,Diamond Hill Capital - Bernard Horn Gains 2 Holdings, Cuts 3 Others
Bernard Horn (Trades, Portfolio) of the Polaris Global Value Fund purchased two new holdings and exited three others in the third quarter. More...

POLARIS, HORN, BUYS, SELLS, TRADES, 3Q


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Hotchkis & Wiley Trims Corning, Microsoft, Exits HP Firm's largest trades in the 3rd quarter HOTCHKIS & WILEY,Dodge & Cox,PRIMECAP Management,C - Hotchkis & Wiley Trims Corning, Microsoft, Exits HP
HOTCHKIS & WILEY was formed in Los Angeles in 1980 and has focused exclusively on finding and owning undervalued companies that have a significant potential for appreciation. During the third quarter the guru’s largest sells were the following: More...

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Mariko Gordon Adds 5 New Holdings to Portfolio Guru invests in wide variety of industries in 3rd quarter Mariko Gordon,HOTCHKIS & WILEY,Jeremy Grantham,Mar - Mariko Gordon Adds 5 New Holdings To Portfolio
Daruma Capital Management’s Mariko Gordon (Trades, Portfolio) acquired five new holdings in the third quarter. More...

MARIKO, GORDON, DARUMA, BUYS, 3Q


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