Hotchkis & Wiley SMID Cap Diversified Value Fund
HWSM
NASDAQ Global Select- -
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
- United States of America
- IPO Date
- Mar 31, 2025
- Website
- hwcm.com
- Similar Companies
- Business
- Hotchkis & Wiley SMID Cap Diversified Value Fund (HWSM) is an actively managed exchange-traded fund (ETF) that seeks long-term capital appreciation by investing primarily in undervalued small- and mid-cap value stocks. The fund employs a disciplined value investment strategy, utilizing proprietary quantitative valuation models combined with fundamental analysis from an experienced research team to construct a diversified portfolio of 150-200 stocks exhibiting strong business fundamentals, robust balance sheets, and sound governance practices; it targets companies with market capitalizations generally between $2 billion and $50 billion that are often overlooked or underfollowed by Wall Street analysts. Portfolio risk is managed rigorously at both individual stock and aggregate levels, including controls on sector, industry, and factor exposures, with monthly rebalancing to maintain diversification. Launched on March 31, 2025, and managed by co-portfolio managers Judd Peters and Ryan Thomes, HWSM represents Hotchkis & Wiley Capital Management's inaugural ETF offering, expanding the firm's longstanding active value equity strategies—previously available through mutual funds—into the ETF structure to provide investors with enhanced liquidity, transparency, and accessibility. Hotchkis & Wiley Capital Management, the fund's adviser, was founded in 1980 and is headquartered at 601 South Figueroa Street in Los Angeles, California; the firm oversees approximately $33 billion in assets across value equity and high yield fixed income strategies, primarily serving institutional and individual investors seeking exposure to U.S. and international markets. The ETF trades on Nasdaq and is distributed by Quasar Distributors, LLC, with a focus on the U.S. small- and mid-cap equity segment, including a minor allocation to non-U.S. stocks. As of late 2025, no subsequent major acquisitions, partnerships, or strategic shifts beyond the initial launch have been reported for HWSM.