HWSM
Hotchkis & Wiley SMID Cap Diversified Value Fund
📎 Investment Objective
The Hotchkis & Wiley SMID Cap Diversified Value Fund seeks to provide long-term capital appreciation by investing primarily in a diversified portfolio of small- and mid-cap value stocks.
Overview
ETF tracking Hotchkis & Wiley SMID Cap Diversified Value Fund
Performance
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Investment Summary
📎 Investment Objective
The Hotchkis & Wiley SMID Cap Diversified Value Fund seeks to provide long-term capital appreciation by investing primarily in a diversified portfolio of small- and mid-cap value stocks.
🎯 Investment Strategy
The fund's managers employ a disciplined, bottom-up value investing approach, seeking to identify undervalued companies with strong balance sheets, attractive business models, and the potential for long-term growth. The portfolio is diversified across sectors to manage risk.
✨ Key Features
- Focuses on small- and mid-cap value stocks, which can provide opportunities for capital appreciation
- Utilizes a diversified, multi-faceted approach to value investing
- Managed by an experienced team of value-oriented portfolio managers
- Low expense ratio of 0.00%
⚠️ Primary Risks
- Exposure to small- and mid-cap stocks, which can be more volatile than larger companies
- Value investing style may underperform growth-oriented strategies at times
- Concentration in certain sectors or industries could increase risk
- Lack of performance history makes it difficult to evaluate long-term returns
👤 Best For
The Hotchkis & Wiley SMID Cap Diversified Value Fund may be suitable for investors seeking long-term capital appreciation through exposure to a diversified portfolio of small- and mid-cap value stocks. This fund may be appropriate for investors with a higher risk tolerance and a long-term investment horizon.