Hotchkis & Wiley Small Cap Value Fund Class A
HWSAX
NASDAQ- -
USD
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Capital Structure
FRC
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in mil. unless spec.Working Capital
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in mil. unless spec.Growth Rates
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
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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
- Oct 6, 2000
- CIK
- 0001145022
- Website
- hwcm.com
- Similar Companies
- Business
- Hotchkis & Wiley Small Cap Value Fund Class A (HWSAX) is an open-end mutual fund managed by Hotchkis & Wiley Capital Management, LLC, that seeks long-term capital appreciation by investing primarily in small-cap value stocks. The fund employs a disciplined value investment approach, focusing on undervalued companies with sustainable competitive advantages, strong balance sheets, and capable management; it typically holds 80-120 securities across diverse sectors including financials, industrials, consumer discretionary, and information technology. HWSAX offers Class A shares with a front-end sales load, targeted at individual and institutional investors seeking exposure to the Russell 2000 Value Index benchmark through active management. The fund's core offerings include equity securities of small-cap U.S. companies with market capitalizations generally between $200 million and $4 billion; temporary investments in cash equivalents, short-term debt obligations, and other money market instruments; and limited use of derivatives such as futures and options for hedging or efficient portfolio management. Hotchkis & Wiley, founded in 1982 and headquartered in Los Angeles, California, operates globally with a focus on U.S. equity strategies across market capitalizations, serving institutional clients, financial advisors, and retail investors through various fund classes and separately managed accounts. Recent developments include the fund's strong performance amid small-cap value rotations in 2024-2025, driven by lower interest rates favoring undervalued cyclicals; portfolio manager continuity with key team members like Hilton Foster and Scott Benedict leading the strategy; and Hotchkis & Wiley's expansion of ESG integration into its value discipline without compromising fundamental analysis. In late 2024, the firm announced enhancements to its small-cap offerings, including refined quantitative screens for quality factors; no major acquisitions or name changes occurred, but the firm completed a strategic hiring push to bolster research capabilities amid market volatility. The fund maintains operations primarily in the United States, with investor accessibility through major brokerage platforms and retirement plans.