Hotchkis & Wiley
Hotchkis & Wiley Value Opportunities
Large-cap Value
Jun 2026 → Jun 2026
Our archive holds 1 letter from this strategy, behind 3 investment theses and positions in 16 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year — follow all of Hotchkis & Wiley for every strategy.
Also held
Its investment theses
- Olin Corp.Jun 2026Olin is a leading chlor-alkali producer with upside from a tightening supply-demand backdrop, disciplined capital allocation, and merger synergies.
- APA Corp.Jun 2026APA is an upstream oil and gas company with strong free cash flow, undervalued reinvestment opportunities, and a discounted valuation.
- Fuso ChemicalJun 2026Fuso Chemical is a niche Japanese materials company with monopoly/oligopoly positions and a high-growth medium-term plan.