How This Small-Cap Value Fund Keeps Outperforming

31/12/2019 17 min Temporada 1 Episodio 71
How This Small-Cap Value Fund Keeps Outperforming

Listen "How This Small-Cap Value Fund Keeps Outperforming"

Episode Synopsis


Hotchkis & Wiley is true value investor that has performed well in a growth-dominated equity market.  It also has a large following among advisors. Its Small Cap Diversified Value Fund has strong numbers and a history of outperformance versus its benchmark.  The fund has considerable exposure to micro caps, which has helped it to consistently outperform on a rolling three-year basis since its inception in 2014.