Hotchkis & Wiley
Hotchkis & Wiley Large Cap Fundamental Value
Large-cap Value
Mar 2026 → Sep 2026
Our archive holds 3 letters from this strategy, behind 3 investment theses and positions in 24 companies. Every quote below is copied verbatim from the letter it came from.
3 letters in a year · follow all of Hotchkis & Wiley for every strategy.
Performance
as of Sep 30, 2026 · net of fees · USD
- YTD+10.3%
- 1Y+15.3%
- 3Y · /yr+17.9%
- 5Y · /yr+11.8%
- 10Y · /yr+12.4%
- Inception · /yr+12.6%
Index: R1000V
| YTD | 1Y | 3Yper year | 5Yper year | 10Yper year | Since inceptionper year | |
|---|---|---|---|---|---|---|
| Hotchkis & Wiley Large Cap Fundamental Value | +10.3% | +15.3% | +17.9% | +11.8% | +12.4% | +12.6% |
| R1000V | — | — | — | — | — | — |
Calendar years
- 2025+18.4%index +15.9%
- 2024+13.1%index +14.4%
- 2023+17.5%index +11.5%
- 2022−4.7%index −7.5%
- 2021+29.7%index +25.2%
- 2020+1.9%index +2.8%
- 2019+30.4%index +26.5%
- 2018−13.8%index −8.3%
- 2017+19.3%index +13.7%
- 2016+20.5%index +17.3%
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
We took advantage of the decline to add to our position in a company whose growing mix of software and systems content should drive growth well above underlying vehicle production, despite near- term cyclicality.
We trimmed the position on strong performance.
Also held
Its investment theses
- Elevance Health, Inc.Mar 2026Elevance Health, Inc. is a large, high-quality insurer trading at a discount with long-term growth and margin improvement potential despite near-term policy headwinds.
- Workday, Inc.Mar 2026Workday, Inc. is a leading back-office cloud software provider with strong retention, attractive margins, large underpenetrated markets, and an appealing valuation.
- Olin CorporationMar 2026Olin Corporation is a leading chlor-alkali and ammunition producer poised to benefit from tightening supply/demand, improving pricing, and capital discipline.