Hotchkis & Wiley Small Cap Value Fund Class C (HWSCX) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Hotchkis & Wiley Small Cap Value Fund Class C (HWSCX) trades at $70.06. Hotchkis & Wiley Small Cap Value Fund Class C (HWSCX) seeks capital appreciation by investing primarily in small-cap equity securities. Market cap: $827M, Sector: Financial services.
Price as of Aug 21, 2026 · Last analyzed: Mar 17, 2026Analyst Coverage for HWSCX: HWSCX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates HWSCX against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
Not enough scored data yet to form a council read on HWSCX.
How is this calculated? →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 $827M 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.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| BAMPX BlackRock 40/60 Target Allocation Fund, Investor A | $14.44 | -0.41% | $825M | 44 |
| CGJAX Calvert US Large Cap Growth Rspnb Idx A | $82.25 | -0.87% | $1.08B | — |
| CGJIX Calvert US Large Cap Growth Rspnb Idx I | $83.23 | -0.87% | $1.08B | — |
| EEMAX Columbia Emerging Markets Fund Class A | $21.13 | +0.96% | $953M | 48 |
| FCIRX NYLI PineStone International Equity Fund Class A | $18.92 | -0.11% | $660M | — |
| CGBD Carlyle Secured Lending, Inc. | $11.33 | +0.00% | $787M | 88 |
| BCSF Bain Capital Specialty Finance, Inc. | $12.04 | -0.37% | $781M | 73 |
| ACGP Associated Capital Group, Inc. | $33.45 | -0.06% | $698M | 67 |
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 Could Drive HWSCX Stock Higher?
Potential for increased small-cap allocations as investors seek higher growth opportunities.
- Economic recovery benefiting small businesses and driving stock appreciation.
- Value investing resurgence leading to increased interest in HWSCX's strategy.
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 the Growth Opportunities for HWSCX?
- Increased Allocation to Small-Cap Equities: As investors seek higher growth potential, an increased allocation to small-cap equities could drive demand for funds like HWSCX. The small-cap market, with a total market capitalization representing a significant portion of the overall equity market, offers substantial opportunities for growth. This trend is expected to continue as small-cap companies innovate and disrupt established industries, potentially increasing HWSCX's assets under management (AUM).
- Economic Recovery Benefiting Small Businesses: An ongoing economic recovery can disproportionately benefit small businesses, leading to increased profitability and stock appreciation. Small businesses are often more sensitive to economic cycles, meaning they can experience rapid growth during periods of expansion. HWSCX's focus on small-cap value stocks positions it to capitalize on this trend, potentially generating strong returns for investors as these companies thrive.
- Value Investing Outperformance: A resurgence in value investing could drive increased interest in HWSCX. Value investing, which focuses on identifying undervalued companies, has historically outperformed growth investing over long periods. If market conditions favor value stocks, HWSCX's disciplined, bottom-up stock selection process could lead to superior performance and attract new investors.
- Expansion of Small-Cap Universe: The continued growth of the economy and the emergence of new industries can lead to an expansion of the small-cap universe. As new companies go public and existing small-cap companies grow, the investment opportunities for HWSCX increase. This expansion provides the fund with a broader range of potential investments, enhancing its ability to generate returns.
- Technological Advancements in Asset Management: The adoption of advanced technologies, such as artificial intelligence and machine learning, in asset management can improve the efficiency and effectiveness of investment decisions. HWSCX can leverage these technologies to enhance its stock selection process, identify undervalued opportunities, and manage risk more effectively. This technological integration can lead to improved performance and attract tech-savvy investors.
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
Bull Case vs Bear Case
Bull Case
- 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.
Bear Case
- 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.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · August 2026
HWSCX Latest News
No recent news available for HWSCX.
HWSCX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for HWSCX.
Price Targets
Wall Street price target analysis for HWSCX.
HWSCX MoonshotScore
What does this score mean?
The MoonshotScore rates HWSCX 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
Hotchkis & Wiley Small Cap Value Fund Class C Financial Services Stock: Key Questions Answered
What does Hotchkis & Wiley Small Cap Value Fund Class C do?
Hotchkis & Wiley Small Cap Value Fund Class C is an investment fund that seeks capital appreciation by investing primarily in equity securities of small-capitalization companies. The fund's investment strategy focuses on identifying undervalued companies within the small-cap universe, mirroring the market capitalization of companies included in the Russell 2000® Index.
What are the main risks for HWSCX?
The main risks for HWSCX include market volatility, particularly within the small-cap segment, which can be more pronounced than in large-cap stocks. Economic downturns can disproportionately affect small businesses, leading to declines in their stock valuations. Rising interest rates can also negatively impact small-cap companies, as they often have higher debt levels and are more sensitive to borrowing costs.
How does HWSCX generate revenue?
HWSCX generates revenue primarily through management fees charged as a percentage of the fund's assets under management (AUM). These fees compensate Hotchkis & Wiley Capital Management, LLC for their expertise in selecting and managing the fund's investments.
How sensitive is HWSCX to economic cycles?
HWSCX is relatively sensitive to economic cycles due to its focus on small-cap companies. Small-cap businesses are often more reliant on the domestic economy and consumer spending than larger, multinational corporations. During economic expansions, small-cap companies tend to experience higher growth rates, leading to increased stock valuations and positive returns for HWSCX.
What are the key factors to evaluate for HWSCX?
Evaluate HWSCX on fundamentals, analyst consensus, and risk factors. HWSCX presents a focused investment in small-cap value stocks, mirroring the Russell 2000® Index. Not financial advice.
How frequently does HWSCX data refresh on this page?
HWSCX's price was last updated on Aug 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven HWSCX's recent stock price performance?
Hotchkis & Wiley Small Cap Value Fund Class C (HWSCX) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Focus on undervalued small-cap companies. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider HWSCX overvalued or undervalued right now?
Hotchkis & Wiley Small Cap Value Fund Class C (HWSCX) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
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
Data provided for informational purposes only.
- AI analysis pending for HWSCX, limiting the depth of insights.
- Reliance on provided business description and financial data.