Hotchkis and Wiley Capital Management

Investment decisions are made by a team of portfolio managers and analysts led by senior partners. The firm's deep-value philosophy is implemented uniformly across strategies, with each portfolio manager responsible for specific mandates (public record).

The firm relies on bottom-up fundamental research, not proprietary deal sourcing. Analysts screen public markets for undervalued securities across sectors and geographies, using financial modeling and management engagement (public record).

Hotchkis and Wiley is an institutional asset manager, registered as an RIA, serving pension funds, endowments, foundations, and other institutions. It is not a family office, though founding family members retain ownership (public record).

The firm manages commingled funds and separate accounts. It does not act as a fund-of-funds; all investments are direct positions in publicly traded securities (public record).

The firm targets public equity and fixed-income securities across all market capitalizations, with a focus on deep-value opportunities. It does not engage in venture capital or private equity (public record).

Hotchkis and Wiley focuses on value sectors including energy, financials, industrials, and materials. It generally avoids high-growth sectors with inflated valuations (public record).

Co-founders George Hotchkis and John Wiley established the firm in 1980. While the firm is privately held, it has professionalized its management over decades, with founders or their families maintaining ownership roles (public record).