Hotchkis & Wiley Large Cap Value Fund Class C
HWLCX
NASDAQ- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 601 South Figueroa Street Los Angeles CA United States of America 90017-5704
- IPO Date
- Feb 4, 2002
- CIK
- 0001145022
- Similar Companies
- Business
- Hotchkis & Wiley Large Cap Value Fund Class C (HWLCX) is an open-end mutual fund managed by Hotchkis & Wiley Capital Management LLC that seeks long-term capital appreciation through investment in a diversified portfolio of undervalued large-cap U.S. equities. The fund employs a value-oriented investment strategy, focusing on companies with strong fundamentals, attractive valuations, and potential for earnings growth; it primarily invests in common stocks of large-capitalization companies, with sector allocations typically emphasizing financials, industrials, healthcare, and consumer discretionary; additional holdings may include preferred stocks, convertible securities, and cash equivalents for liquidity purposes. Class C shares feature a contingent deferred sales charge structure, higher expense ratios compared to institutional classes, and are distributed through financial intermediaries targeting retail investors seeking value equity exposure. Hotchkis & Wiley Capital Management LLC, founded in 2001 and headquartered in Los Angeles, California, operates as an independent investment adviser with approximately $50 billion in assets under management as of late 2025, serving institutional and individual clients across its suite of equity strategies including large cap value, small cap value, and mid cap value funds. The firm maintains a disciplined, bottom-up fundamental research process led by portfolio managers such as Scott Wilkins and David Peuckert for HWLCX. Geographically, the fund focuses on U.S. domestic large-cap markets, with no significant international exposure. Recent developments include the fund's strong performance amid 2024-2025 market volatility, benefiting from overweight positions in financials and energy sectors during President Trump's reelection-driven rally; in 2025, Hotchkis & Wiley expanded its distribution partnerships with major platforms like Schwab and Fidelity to enhance retail access for Class C shares; additionally, the firm launched minor tactical adjustments to incorporate AI-themed value names while maintaining core discipline, and reported net inflows amid renewed interest in active large-cap value strategies. No major acquisitions, name changes, or reorganizations have occurred for the fund or manager in the past two years. The fund targets long-term investors tolerant of value stock cyclicality and serves as a complement to growth-oriented portfolios in diversified asset allocations.