Morningstar

Hotchkis & Wiley Opportunities Fund ETF Class HWO

Morningstar Medalist Rating
Medalist Rating as of | See Hotchkis and Wiley Investment Hub

Morningstar’s Analysis HWO

Will HWO outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

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

  • People Pillar

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

Senior Analyst Chris Tate

Chris Tate

Senior Analyst

Summary

A showcase of Hotchkis & Wiley’s capabilities. Hotchkis & Wiley Value Opportunities taps into the best of the firm’s personnel and against-consensus approach.

by Chris Tate
Rated on Published on

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Portfolio Holdings HWO

More HWO Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 45.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Workday Inc Class A

8.95 86M
Technology

Telefonaktiebolaget L M Ericsson ADR

5.11 49M
Technology

Microsoft Corp

4.83 46M
Technology

CDW Corp

4.50 43M
Technology

Aptiv PLC

4.47 43M
Consumer Cyclical

First American Government Obligs X

3.83 37M
Cash and Equivalents

Fuso Chemical Co Ltd

3.61 35M
Basic Materials

Dominion Energy Inc

3.60 35M
Utilities

SLM Corp

3.42 33M
Financial Services

PPG Industries Inc

3.41 33M
Basic Materials

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