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AnalysesQuarterly Letters✦Warren AI
AnalysesQuarterly Letters✦Warren AI
Hotchkis & Wiley

Hotchkis & Wiley Mid‑Cap Value Strategy

Mid-cap Value

Mar 2026 → Jun 2026

Our archive holds 2 letters from this strategy and positions in 10 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.

Also held

  • APA Corp.
  • Kosmos Energy Ltd.
  • Humana Inc.
  • Centene Corp.
  • Olin Corp.
  • Marriott Vacations Worldwide

Every letter

2026

  • June 2026
  • March 2026

Other Hotchkis & Wiley strategies

  • Hotchkis & Wiley Large Cap Fundamental Value2
  • Hotchkis & Wiley Focused Global Value Strategy1
  • Hotchkis & Wiley Global Value Strategy1
  • Hotchkis & Wiley High Yield Strategy1
  • Hotchkis & Wiley International Small Cap Diversified Value1
  • Hotchkis & Wiley International Value Strategy1
  • Hotchkis & Wiley Large Cap Disciplined Value1
  • Hotchkis & Wiley Small Cap Diversified Value1
  • Hotchkis & Wiley Small Cap Value Strategy1
  • Hotchkis & Wiley Value Opportunities1
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