Hotchkis & Wiley Small Cap Value Fund Class C (HWSCX) Fund Overview

Hotchkis & Wiley Small Cap Value Fund Class C (HWSCX) Financial Services Profile

Hotchkis & Wiley Small Cap Value Fund Class C (HWSCX) is a financial services fund focused on capital appreciation through investments in small-capitalization companies, mirroring the Russell 2000® Index. The fund operates within the asset management sector, providing investors exposure to value-oriented small-cap equities.

What Is the Investment Thesis for HWSCX?

HWSCX presents a focused investment in small-cap value stocks, mirroring the Russell 2000® Index. With a beta of 1.03, the fund exhibits market-correlated volatility. The primary value driver is the potential for capital appreciation in undervalued small-cap equities. A key catalyst is the continued economic recovery, which could disproportionately benefit smaller companies. The absence of dividend yield may deter income-focused investors, but aligns with a growth-oriented strategy. The fund's success hinges on the advisor's ability to identify and capitalize on undervalued opportunities within the small-cap universe. The fund's performance is closely tied to the overall health and sentiment surrounding the small-cap market segment.

Based on FMP financials and quantitative analysis

HWSCX Key Highlights

Market Cap of $0.67B indicates the fund's focus on small-capitalization companies.

• Beta of 1.03 suggests the fund's volatility is similar to the overall market.
• Investment strategy focuses on equity securities of small capitalization companies, aligning with the Russell 2000® Index.
• The fund aims for capital appreciation, targeting growth-oriented investors.
• Managed by Hotchkis & Wiley Capital Management, LLC, leveraging their expertise in value investing.

Who Are HWSCX's Competitors?

HWSCX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.

AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance

What Are HWSCX's Key Strengths?

Focus on undervalued small-cap companies.

• Disciplined value investing approach.
• Experienced management team at Hotchkis & Wiley Capital Management, LLC.
• Diversification across various sectors within the small-cap universe.

What Are HWSCX's Weaknesses?

Performance is highly dependent on the advisor's stock selection skills.

• Small-cap stocks can be more volatile than large-cap stocks.
• Absence of dividend yield may deter income-focused investors.
• Susceptible to market downturns affecting small businesses.

What Are the Key Risks for HWSCX?

Economic slowdown impacting small businesses and their stock valuations.

• Increased competition from other asset management firms.
• Rising interest rates affecting small-cap valuations.
• Market volatility and investor sentiment shifts impacting fund performance.

What Are HWSCX's Competitive Advantages?

• Established track record of Hotchkis & Wiley Capital Management, LLC.
• Disciplined value investing approach.
• Focus on the small-cap market segment.
• Adherence to the Russell 2000® Index as a benchmark.

What Does HWSCX Do?

Hotchkis & Wiley Small Cap Value Fund Class C (HWSCX) is an investment vehicle managed by Hotchkis & Wiley Capital Management, LLC. The fund's primary objective is to achieve capital appreciation by investing predominantly in equity securities issued by small-capitalization companies. The fund was designed to provide investors access to the small-cap market segment, specifically targeting companies with market capitalizations similar to those included in the Russell 2000® Index. This benchmark serves as a guideline for the fund's investment strategy, ensuring that at least 80% of its net assets, plus any borrowings for investment purposes, are allocated to these small-cap equities. Hotchkis & Wiley Capital Management, LLC, the advisor, leverages its expertise in value investing to identify and select securities that it believes are undervalued by the market. The fund's investment approach focuses on fundamental analysis and a disciplined, bottom-up stock selection process. This involves evaluating companies based on their financial health, management quality, and competitive positioning within their respective industries. The fund's portfolio is constructed with the aim of generating long-term capital appreciation while managing risk through diversification across various sectors and industries within the small-cap universe. HWSCX offers investors a way to participate in the potential growth of small-cap companies, which often have higher growth rates compared to larger, more established businesses. The fund's focus on value investing seeks to capitalize on market inefficiencies and identify companies that are trading below their intrinsic value. By adhering to its investment mandate and leveraging the expertise of its advisor, HWSCX aims to deliver attractive risk-adjusted returns to its investors over the long term.

What Products and Services Does HWSCX Offer?

• Invests in equity securities of small capitalization companies.
• Aims for capital appreciation.
• Mirrors market capitalization of companies in the Russell 2000® Index.
• Allocates at least 80% of net assets to small-cap equities.
• Employs a value investing approach.
• Conducts fundamental analysis to identify undervalued companies.
• Manages risk through diversification.

How Does HWSCX Make Money?

• Generates revenue through management fees based on assets under management (AUM).
• Focuses on identifying and investing in undervalued small-cap companies.
• Utilizes a bottom-up stock selection process based on fundamental analysis.

What Industry Does HWSCX Operate In?

HWSCX operates within the asset management industry, specifically targeting the small-cap equity segment. The asset management industry is characterized by intense competition, with numerous firms offering a variety of investment products. The trend towards passive investing and lower fees puts pressure on active managers to deliver superior returns. The small-cap market segment can be more volatile than large-cap stocks, but also offers the potential for higher growth. HWSCX's focus on value investing differentiates it from growth-oriented small-cap funds.

Who Are HWSCX's Key Customers?

• Individual investors seeking capital appreciation.
• Institutional investors looking for exposure to small-cap equities.
• Retirement plans and other investment vehicles.

HWSCX Financials

HWSCX Latest News

No recent news available for HWSCX.

HWSCX Analyst Consensus

HWSCX MoonshotScore

Hotchkis & Wiley Small Cap Value Fund Class C Financials Stock: Key Questions Answered

Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.

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