The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HWSZX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the HWSZX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of HWSZX’s parent organization’s priorities and whether they’re in line with investors’ interests.
True to its value label.
Chris Tate
Senior Analyst
Summary
Hotchkis & Wiley Small Cap Value’s high-conviction approach won’t be for everyone but should reward those willing to withstand its risks.