Hotchkis & Wiley
Hotchkis & Wiley Global Value Strategy
Global Large-cap Value
Jun 2026 → Sep 2026
Our archive holds 2 letters from this strategy, behind 2 investment theses and positions in 14 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 · Composite - Net
- 1Y+22.8%index +20.8%
- 5Y · /yr+14.4%index +11.3%
- 10Y · /yr+11.0%index +9.2%
Index: MSCI World Value Index
| 1Y | 5Yper year | 10Yper year | |
|---|---|---|---|
| Hotchkis & Wiley Global Value Strategy | +22.8% | +14.4% | +11.0% |
| MSCI World Value Index | +20.8% | +11.3% | +9.2% |
Calendar years
- 2025+22.8%index +20.8%
- 2024+10.1%index +11.5%
- 2023+28.4%index +11.5%
- 2022−11.4%index −6.5%
- 2021+27.4%index +21.9%
- 20200.0%index −1.2%
- 2019+24.8%index +21.7%
- 2018−16.0%index −10.8%
- 2017+17.5%index +17.1%
- 2016+17.3%index +12.3%
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 →What it bought and sold
Although the stock rose during the quarter, it detracted from relative performance because we were underweight compared to the benchmark.
Also held
Its investment theses
- WorkdaySep 2026Workday is a leader in cloud back-office software with strong retention, high margins, and a long runway in underpenetrated ERP markets.
- AccorSep 2026Accor is a large global hotel company whose earnings pressure is seen as temporary, while it still trades at a discount and returns cash to shareholders.