Hotchkis & Wiley
Hotchkis & Wiley Focused Global Value Strategy
Global Value
Jun 2026 → Sep 2026
Our archive holds 2 letters from this strategy, behind 3 investment theses and positions in 7 companies. Every quote below is copied verbatim from the letter it came from.
2 letters in a year · follow all of Hotchkis & Wiley for every strategy.
Performance
as of Sep 30, 2026 · net of fees · USD
- YTD+9.8%index +14.7%
- 1Y+14.9%index +18.6%
- 3Y · /yr+18.9%index +19.1%
- 5Y · /yr+12.7%index +11.5%
- Inception · /yr+21.1%index +16.2%
Index: MSCI World Value Index
| YTD | 1Y | 3Yper year | 5Yper year | Since inceptionper year | |
|---|---|---|---|---|---|
| Hotchkis & Wiley Focused Global Value Strategy | +9.8% | +14.9% | +18.9% | +12.7% | +21.1% |
| MSCI World Value Index | +14.7% | +18.6% | +19.1% | +11.5% | +16.2% |
Disclaimer
These figures are copied from the manager’s latest letter, as of Sep 30, 2026. They were extracted automatically, have not been verified by HF Best Ideas and may contain errors. They cover a single share class, in the currency and fee basis stated above; other share classes and your own returns will differ. This is not investment advice, nor an offer to buy or sell any fund. Past performance does not predict future returns.
Read full disclosures →Also held
Its investment theses
- Randstad N.V.Sep 2026Randstad is the world's largest staffing company poised to benefit from a cyclical hiring recovery and secular tailwinds like talent scarcity and flexible work preferences.
- Comcast CorporationSep 2026Comcast is the largest US wireline telecom provider whose share price does not fully reflect broadband pricing growth and wireless share gains, with competitor pricing viewed as unsustainable.
- U-Haul Holding Co.Jun 2026U-Haul Holding Co. is the dominant DIY moving and self-storage franchise with durable network advantages, long-term growth optionality, and an undervalued valuation.