Hotchkis & Wiley
Hotchkis & Wiley Mid‑Cap Value Strategy
Mid-cap Value
Mar 2026 → Sep 2026
Our archive holds 3 letters from this strategy, behind 3 investment theses and positions in 14 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+17.9%
- 1Y+20.8%
- 3Y · /yr+13.1%
- 5Y · /yr+12.1%
- 10Y · /yr+9.8%
- Inception · /yr+11.5%
Index: RMidcapV
| YTD | 1Y | 3Yper year | 5Yper year | 10Yper year | Since inceptionper year | |
|---|---|---|---|---|---|---|
| Hotchkis & Wiley Mid‑Cap Value Strategy | +17.9% | +20.8% | +13.1% | +12.1% | +9.8% | +11.5% |
| RMidcapV | — | — | — | — | — | — |
Calendar years
- 2025+8.1%index +11.0%
- 2024+3.9%index +13.1%
- 2023+20.2%index +12.7%
- 2022+1.9%index −12.0%
- 2021+39.9%index +28.3%
- 2020+0.2%index +5.0%
- 2019+13.3%index +27.1%
- 2018−18.9%index −12.3%
- 2017+8.2%index +13.3%
- 2016+21.4%index +20.0%
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
- OlinSep 2026Olin is a chlor-alkali and ammunition company with recovery potential from tighter supply-demand and merger-related synergies.
- SLM CorpSep 2026SLM Corp is a private student lender that trades below normal earnings and should benefit as its earning-asset mix normalizes.
- NRG EnergySep 2026NRG Energy is an integrated U.S. power company valued for durable cash generation, shareholder returns, and potential earnings upside from its pipeline.