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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Themes | Quick Take |
|---|---|---|---|---|---|---|---|
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"The Hotchkis & Wiley Global Value Fund outperformed its value benchmark in Q2 2025, returning 6.91%. Portfolio managers capitalized on temporary market volatility to acquire high-quality, undervalued assets, maintaining a constructive outlook focused on cash-generative businesses."
In Q2 2025, the Hotchkis & Wiley Global Value Fund returned 6.91%, outperforming the MSCI World Value Index's return of 5.38% but trailing the broader MSCI World Index's return of 11.47%. The quarter was marked by high volatility early on due to Trump administration tariff announcements, followed by a strong recovery in June on conciliatory trade developments and an Israel-Iran ceasefire. Growth outperformed value significantly. The Fund made minor adjustments, utilizing market weakness to establish or add to attractively valued positions like UnitedHealth Group. Technology remains the largest overweight, while financials and real estate are the largest underweights.
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Algorithmic conviction, macroeconomic posture, and risk appetite signals extracted from this quarterly letter with qualitative explanations.
Market Conviction
High-conviction positioning: The Hotchkis & Wiley Global Value Fund outperformed its value benchmark in Q2 2025, returning 6.91%. Portfolio managers capitalized on temporary market volatility to acquire high-q...
Growth Outlook
Market outlook remains above average conviction: The Hotchkis & Wiley Global Value Fund outperformed its value benchmark in Q2 2025, returning 6.91%. Portfolio managers capitalized on temporary market volatility to acquire high-q...
Risk Appetite
Risk appetite posture is above average conviction: The Hotchkis & Wiley Global Value Fund outperformed its value benchmark in Q2 2025, returning 6.91%. Portfolio managers capitalized on temporary market volatility to acquire high-q...
Capital Deployment
Manager actively deployed capital into high-conviction opportunities. The Hotchkis & Wiley Global Value Fund outperformed its value benchmark in Q2 2025, returning 6.91%. Portfolio managers capitalized on temporary market volatility to acquire high-q...
Forward Guidance
Forward guidance signal: The Hotchkis & Wiley Global Value Fund outperformed its value benchmark in Q2 2025, returning 6.91%. Portfolio managers capitalized on temporary market volatility to acquire high-q...
Language Signal
Tone analysis indicates above average conviction language: The Hotchkis & Wiley Global Value Fund outperformed its value benchmark in Q2 2025, returning 6.91%. Portfolio managers capitalized on temporary market volatility to acquire high-q...
Perceived Risk
Perceived risk level is evaluated as moderate conviction. The Hotchkis & Wiley Global Value Fund outperformed its value benchmark in Q2 2025, returning 6.91%. Portfolio managers capitalized on temporary market volatility to acquire high-q...
Opportunity Density
Opportunity density index indicates above average conviction actionable entry points. The Hotchkis & Wiley Global Value Fund outperformed its value benchmark in Q2 2025, returning 6.91%. Portfolio managers capitalized on temporary market volatility to acquire high-q...
Time Horizon
Investment time horizon reflects a high conviction orientation. The Hotchkis & Wiley Global Value Fund outperformed its value benchmark in Q2 2025, returning 6.91%. Portfolio managers capitalized on temporary market volatility to acquire high-q...
