Hotchkis & Wiley SMID Cap Diversified Value Fund (HWSM) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 0.68: the stock has moved about 32% less than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 17, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerHotchkis & Wiley SMID Cap Diversified Value Fund (HWSM) trades at $30.24. Hotchkis & Wiley SMID Cap Diversified Value Fund (HWSM) is an ETF focusing on value stocks within the Russell 2000 and Russell Midcap indices. Sector: Financials.
Price as of · Last analyzed: Mar 17, 2026Analyst Coverage for HWSM: HWSM does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Hotchkis & Wiley SMID Cap Diversified Value Fund (HWSM) Financial Services Profile
Hotchkis & Wiley SMID Cap Diversified Value Fund (HWSM) is an ETF specializing in value-oriented investments across small and mid-cap companies. Managed by Hotchkis & Wiley Capital Management, it leverages fundamental analysis to identify undervalued opportunities within the Russell 2000 and Russell Midcap indices, offering diversified exposure to this market segment.
What Is the Investment Thesis for HWSM?
HWSM presents a value-oriented investment opportunity within the SMID-cap space. The fund's focus on undervalued companies, identified through fundamental analysis, could provide long-term capital appreciation. The ETF structure offers diversification and liquidity. A potential catalyst is the increasing investor interest in value stocks as growth stocks face headwinds. However, the fund's performance is subject to market volatility and the success of its stock-picking strategy. The fund's beta of 0.68 suggests lower volatility compared to the broader market. The absence of a dividend yield may deter some income-focused investors.
Based on FMP financials and quantitative analysis
HWSM Key Highlights
Launched on March 31, 2025, providing a relatively new investment vehicle focused on value stocks.
- Managed by Hotchkis & Wiley Capital Management, LLC, a firm known for its value investing approach.
- Targets companies within the market capitalization range of the Russell 2000 and Russell Midcap Indices, offering exposure to the SMID-cap segment.
- Employs a bottom-up stock-picking approach, utilizing fundamental analysis to identify undervalued companies.
- Beta of 0.68 indicates lower volatility compared to the broader market, potentially appealing to risk-averse investors.
Who Are HWSM's Competitors?
HWSM is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| HIYY YieldMax HIMS Option Income Strategy ETF | $11.70 | -0.26% | — | |
| BLK BlackRock, Inc. | $1079.42 | +1.22% | $167B | — |
| BX Blackstone Inc. | $113.03 | +1.24% | $137B | — |
| APOS Apollo Global Management, Inc. | $25.60 | +0.04% | $74.9B | — |
| BAM Brookfield Asset Management | $45.21 | +1.07% | $72.2B | — |
| AMP Ameriprise Financial, Inc. | $492.05 | -0.58% | $44.2B | — |
| ARES Ares Management Corporation | $117.13 | -0.00% | $38.5B | — |
| TROW T. Rowe Price Group, Inc. | $103.60 | -0.32% | $22.2B | — |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are HWSM's Key Strengths?
Experienced management team at Hotchkis & Wiley Capital Management.
- Established value investing approach.
- Diversified portfolio of value stocks.
- ETF structure provides liquidity and accessibility.
What Are HWSM's Weaknesses?
Dependence on the performance of the SMID-cap market.
- Vulnerability to market volatility.
- Absence of dividend yield may deter some investors.
- Relatively new fund with a limited track record.
What Are the Key Risks for HWSM?
Economic downturns and market corrections.
- Changes in investor preferences.
- Competition from other asset management firms.
- Regulatory changes in the financial industry.
What Are HWSM's Competitive Advantages?
- Established value investing approach.
- Expertise of Hotchkis & Wiley Capital Management.
- Diversified portfolio of value stocks.
- ETF structure provides liquidity and accessibility.
What Does HWSM Do?
The Hotchkis & Wiley SMID Cap Diversified Value Fund (HWSM) is an exchange-traded fund (ETF) launched on March 31, 2025, and managed by Hotchkis & Wiley Capital Management, LLC. The fund is designed to provide investors with exposure to a diversified portfolio of value stocks in the small and mid-capitalization segments of the U.S. equity market. It focuses on companies within the market capitalization range of the Russell 2000 Index and the Russell Midcap Index. Hotchkis & Wiley Capital Management, known for its value investing approach, employs a bottom-up stock-picking strategy, emphasizing in-depth fundamental analysis to identify companies that are believed to be undervalued by the market. This involves assessing various factors, including financial health, management quality, and competitive positioning. The fund aims to achieve long-term capital appreciation by investing in a portfolio of carefully selected value stocks. The ETF structure allows investors to easily access a diversified portfolio of these stocks through a single investment vehicle. HWSM offers a way to gain exposure to the potential upside of value investing in the SMID-cap space, with the diversification benefits of an ETF. The fund's investment decisions are guided by Hotchkis & Wiley's established value investing principles and research capabilities.
What Products and Services Does HWSM Offer?
- Invests in a diversified portfolio of value stocks.
- Focuses on small and mid-capitalization companies.
- Tracks companies within the market capitalization range of the Russell 2000 Index.
- Tracks companies within the market capitalization range of the Russell Midcap Index.
- Employs a bottom-up stock-picking approach.
- Utilizes fundamental analysis to identify undervalued companies.
- Aims to achieve long-term capital appreciation.
How Does HWSM Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- AUM growth is driven by investment performance and net inflows from investors.
- Expenses include operating costs, marketing expenses, and distribution fees.
What Industry Does HWSM Operate In?
The asset management industry is characterized by intense competition and evolving investor preferences. ETFs like HWSM compete with mutual funds, hedge funds, and other investment vehicles for investor capital. The trend towards passive investing and lower fees has put pressure on active managers to demonstrate their value proposition. HWSM's focus on value investing in the SMID-cap space differentiates it from broader market ETFs. The fund's success depends on its ability to identify undervalued companies and generate returns that outperform its benchmark. Competitors include ACEI, HIYY, ICPY, PCCE, and QMID.
Who Are HWSM's Key Customers?
- Individual investors seeking exposure to value stocks.
- Financial advisors looking for diversified investment solutions for their clients.
- Institutional investors seeking exposure to the SMID-cap market.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is an etf, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 43 snapshots
| 2026-08-23 | 46 |
| 2026-08-31 | 46 |
| 2026-09-08 | 46 |
| 2026-09-16 | 46 |
| 2026-09-24 | 46 |
| 2026-10-04 | 46 |
| 2026-10-06 | 46 |
What changed?
The score has stayed at 46.
Over the same 30 days the stock moved -5.2%.
HWSM Financials
Bull Case vs Bear Case
Bull Case
- Experienced management team at Hotchkis & Wiley Capital Management.
- Established value investing approach.
- Diversified portfolio of value stocks.
- ETF structure provides liquidity and accessibility.
Bear Case
- Dependence on the performance of the SMID-cap market.
- Vulnerability to market volatility.
- Absence of dividend yield may deter some investors.
- Relatively new fund with a limited track record.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
HWSM Latest News
No recent news available for HWSM.
HWSM Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for HWSM.
Price Targets
Wall Street price target analysis for HWSM.
HWSM MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for HWSM; grades run from A+ (80-100) to F (below 30).
What Investors Ask About Hotchkis & Wiley SMID Cap Diversified Value Fund (HWSM) — Financials
What do analysts say about HWSM stock?
As of March 17, 2026, AI analysis for HWSM is pending. Generally, analysts evaluate ETFs like HWSM based on factors such as the fund's investment strategy, expense ratio, tracking error, and the performance of its underlying holdings.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- Limited historical data due to the fund's recent launch date.