HOTCHKIS & WILEY Overview

Hotchkis & Wiley Capital Management Llc is an investment advisor that manages 32.2 BN dollars in regulatory AUM and has 56 employees, of which 26 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/01 to 09/30/16. The fund's latest filing disclosed 24BN in positions, representing 74% of the manager's regulatory AUM.

HOTCHKIS & WILEY StockAlpha

-1.2%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

HOTCHKIS & WILEY Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AIG 4.06% Financials 9.95% -0.47% 2 20%
BAC 3.65% Financials 44.75% 0.62% 0 29%
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FEATURED IN
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HOTCHKIS & WILEY Founders and Key Employees

Name Title In Position Since
George H. Davis Chief Executive Officer And Executive Committee Member August-2001
Anna Marie S. Lopez Chief Operating Officer August-2001
James E. Menvielle Chief Financial Officer May-2006
Tina H. Kodama Chief Compliance Officer April-2007
Christopher N. Hurst-Brown Executive Committee Member August-2001
Douglas H. Martin Executive Committee Member September-2003
Sheldon J. Lieberman Executive Committee Member September-2007

HOTCHKIS & WILEY Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro
Prime Broker Pro

HOTCHKIS & WILEY Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss A. Methods of Analysis and Investment Strategies
H&W utilizes disciplined investment strategies that primarily rely on in-house fundamental security research. The goal of all H&W’s investment strategies is to provide clients with portfolios that offer attractive risk adjusted returns
relative to a specified benchmark. To achieve this goal, H&W evaluates investments based on an intensive due diligence process and critical analysis of each potential portfolio company’s fundamentals (e.g., financial statements, profitability, cash flow, lines of business and market share). This evaluation process can encompass interviews with
company management, competitors, industry experts, outside security analysts, and other sources. H&W may supplement its in-house research resources with commercially available information services and financial
publications dealing with investment research. Upon completion of the evaluati...
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HOTCHKIS & WILEY Portfolio Concentration

HOTCHKIS & WILEY Location

725 SOUTH FIGUEROA STREET
39TH FLOOR
LOS ANGELES, California
UNITED STATES, 90017-5439

HOTCHKIS & WILEY Contact Information

Phone Number: 213-430-1000
Fax Number: 213-430-1001
Website:

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