Hotchkis & Wiley Value Opps Instl (HWAIX)
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Hotchkis & Wiley Value Opps Instl
Los Angeles CA 90017-5439
725 South Figueroa Street, 39th Floor
Hotchkis & Wiley Funds
Management information
David E. Green,Lead manager since 30 December 2002
David Green has been Principal and Portfolio Manager of Hotchkis & Wiley Capital Management, LLC since 1997. In his role as portfolio manager, Mr. Green plays an integral part in the investment research review and decision-making process. He coordinates the day-to-day management of Small Cap Value and Value Opportunities portfolios, represents these strategies to current and prospective clients, as well as provides expertise and insight into Special Situations. Prior to joining the firm, Mr. Green worked as a senior equity analyst with Goldman Sachs Asset Management on the Broad Market Value team. Before joining Goldman Sachs, he worked as an equity analyst with Prudential Investment Corporation where he began his investment career in 1990. Mr. Green's investment experience is focused primarily on analysis of publicly traded equities. Mr. Green, a CFA charterholder, received his BA in Economics with honors from the University of California, Berkeley and is a member of Phi Beta Kappa.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryLarge Value
Fund familyHotchkis & Wiley
Net assets674.14M
YTD return6.16%
Yield0.90%
Morningstar rating★★★
Inception date30 Dec 2002
Fund operations
Last dividend0.38
Last cap gain2.00
Holdings turnover88.00%
Average for categoryN/A
Fees and expenses
ExpenseHWAIXCategory average
Annual report expense ratio (net)0.96%0.94%
Prospectus net expense ratio0.96%N/A
Prospectus gross expense ratio0.96%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.24%
Max deferred sales loadN/A1.29%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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