HWMV – Fund Analysis – Hotchkis & Wiley Mid-Cap Value ETF Class | Morningstar

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HWMV’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the HWMV 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 HWMV’s parent organization’s priorities and whether they’re in line with investors’ interests.

Senior Analyst Chris Tate

Chris Tate

Senior Analyst

Summary

A contrarian value play. Hotchkis & Wiley Mid-Cap Value is guided by a diligent team willing to pursue an against-consensus approach.

by Chris Tate

Rated on Sep 30, 2026 Published on Oct 27, 2026

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