Hotchkis & Wiley Diversified Value Fund Class C
HWCCX
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- Hotchkis & Wiley Diversified Value Fund Class C (HWCCX) is a mutual fund managed by Hotchkis & Wiley Capital Management, LLC that seeks capital appreciation by investing primarily in equity securities of large capitalization companies deemed undervalued according to the Advisor's fundamental value investing approach. The Fund normally invests at least 80% of its net assets plus borrowings for investment purposes in common and preferred stocks of large cap companies with market capitalizations similar to those in the Russell 1000 Index; it employs in-depth bottom-up research to construct a diversified portfolio of 50-80 holdings in under-earning businesses with strong balance sheets, scale, and market positions poised for performance recovery; the strategy targets temporary market inefficiencies, incorporates environmental, social, and governance factors in analysis, and permits investments in foreign securities. Shares are distributed by Quasar Distributors, LLC. Hotchkis & Wiley Capital Management, LLC, founded in 1980 and headquartered in Los Angeles, California, operates as an independent, majority employee-owned investment adviser serving institutional clients such as public plans, corporations, non-profits, sovereign wealth funds, and individuals through separate accounts, mutual funds, and sub-advisory relationships. In August 2024, the Fund, along with its share classes, underwent a name change from Diversified Value Fund to Large Cap Disciplined Value Fund, with no alterations to investment objectives, strategies, or fees; the firm continues sub-advisory roles, including a maintained 40% allocation in Vanguard Variable Insurance Fund – Diversified Value Portfolio and 25% in Vanguard Windsor II Fund following Vanguard's December 2025 advisory reallocations that removed Lazard Asset Management. The Fund targets U.S. and international large cap value equity markets, focusing on institutional and retail investors seeking long-term growth through disciplined value strategies.