Hotchkis & Wiley Value Opportunities has performed as expected during a furious value rally. The open-end Z shares and separate account earn a Morningstar Analyst Rating of Silver, while the A and I shares are rated Bronze and the more expensive C shares are rated Neutral.
Will HWAIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HWAIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the HWAIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of HWAIX’s parent organization’s priorities and whether they’re in line with investors’ interests.