Registrieren Sie sich, um Meldungen für Instrumente,
Wirtschaftsevents und Inhalte von Autoren zu erhalten, denen Sie folgen
Kostenlose Registrierung Sie haben bereits ein Benutzerkonto? Anmelden
Kurse
Alle Finanzinstrumente
- Alle Finanzinstrumente
- Indizes
- Aktien
- ETFs
- Fonds
- Rohstoffe
- Währungen
- Krypto
- Anleihen
- Zertifikate
Versuchen Sie es noch einmal mit einem anderen Suchbegriff
Insider-Daten freischalten: Bis zu 50% Rabatt auf InvestingPro JETZT ZUGREIFEN
Hotchkis & Wiley Large Cap Value Fund Class A (HWLAX)
Einem Portfolio hinzufügen/entfernen
Portfolio hinzufügen
42,81
-0,02
-0,05%
- Morningstar Rating:
- Aktiva (gesamt): 131,72M
Hotchkis & Wiley Large Cap Value A
42,81
-0,02
-0,05%
HWLAX Übersicht
Auf dieser Seite finden Sie ein ausführliches Hotchkis & Wiley Large Cap Value Fund Class A Profil. Erfahren Sie mehr über das Management, das Gesamtvermögen, die Anlagestrategie und die HWLAX Kontaktinformationen.
Kontaktinformation
Adresse
725 South Figueroa Suite 400
Los Angeles,CA 90017
United States
Los Angeles,CA 90017
United States
Telefon
+1 8664938637
Web
www.hwcm.com
Management
| Name | Titel | Seit | Bis |
|---|---|---|---|
| Scott McBride | President | 2001 | Aktuell |
| Biografie | Scott McBride serves as CEO and portfolio manager on the Large Cap Fundamental Value, Large Cap Diversified Value, Global Value and Focused Global Value portfolios. He covers technology companies and is a member of the consumer, technology, healthcare and financial sector teams. Prior to joining the firm in 2001, Mr. McBride was an associate consultant with Deloitte Consulting and worked as an investment marketing analyst with Fidelity Investments. Mr. McBride, a CFA charterholder, received his BA in Economics from Georgetown University and MBA from Columbia University. | ||
| Judd Peters | Principal | 1999 | Aktuell |
| Biografie | In his role as portfolio manager, Mr. Peters plays an integral part in the investment research review and decision-making process as well as coordinates the day-to-day management of Large Cap Fundamental Value, Large Cap Diversified Value, Small Cap Diversified Value and Global Value portfolios. He also provides expertise and insight into the capital goods, energy and technology sectors. Prior to joining the firm, Mr. Peters was an analyst in the corporate finance department of an investment banking firm. Mr. Peters, a CFA charterholder, received his BA in Mathematics and a BS in Biochemistry from University of California, San Diego. | ||
| Patricia McKenna | Principal | 1995 | Aktuell |
| Biografie | Ms. McKenna, In her role as portfolio manager, Ms. McKenna plays an integral part in the investment research review and decision-making process and represents the large cap fundamental value and large cap diversified value strategies to current and prospective clients. She also provides expertise and insight into the consumer and healthcare sectors. Prior to joining the firm, Ms. McKenna was an equity analyst at Trust Company of the West. Before entering the field of investment management, she worked for five years in corporate finance at Bankers Trust and then at Fieldstone Private Capital Group. Ms. McKenna began her career as a forensic accountant in 1983. Ms. McKenna, a CFA® charterholder, received her BA in Economics with distinction from Stanford University and MBA from Harvard Business School. | ||
| George H. Davis | CEO | 1988 | Aktuell |
| Biografie | George Davis serves as Executive Chairman and portfolio manager on the Large Cap Fundamental Value and Large Cap Diversified Value portfolios. He is a member of the capital goods and financials sector teams. Prior to joining the firm in 1988, Mr. Davis was an assistant to the senior partner of RCM Capital Management. He began his career in equity research with internships at Cramer, Rosenthal & McGlynn and Fidelity Management & Research. Mr. Davis received his BA in Economics and History and MBA from Stanford University. | ||
| Sheldon J. Lieberman | Principal | 1994 | 2018 |
| Biografie | In his role as portfolio manager, Mr. Lieberman plays an integral part in the investment research review and decision-making process and represents the Large Cap Fundamental Value and Large Cap Diversified Value strategies to current and prospective clients. He also provides expertise and insight into the energy and technology sectors. Prior to joining the firm, Mr. Lieberman was the chief investment officer for the Los Angeles County Employees Retirement Association (“LACERA”). At LACERA, he was responsible for overseeing the fund's investment activity, as well as developing and implementing investment policy, strategy and guidelines. Prior to his position at LACERA, he was manager of trust investments at Lockheed Corporation. Mr. Lieberman received his BA from the University of California, Los Angeles and MBA from California State University, Northridge. | ||
| David E. Green | Principal | 2007 | 2009 |
| Biografie | David Green has been Principal and Portfolio Manager of Hotchkis & Wiley Capital Management, LLC since 1997. In his role as portfolio manager, Mr. Green plays an integral part in the investment research review and decision-making process. He coordinates the day-to-day management of Small Cap Value and Value Opportunities portfolios, represents these strategies to current and prospective clients, as well as provides expertise and insight into Special Situations. Prior to joining the firm, Mr. Green worked as a senior equity analyst with Goldman Sachs Asset Management on the Broad Market Value team. Before joining Goldman Sachs, he worked as an equity analyst with Prudential Investment Corporation where he began his investment career in 1990. Mr. Green's investment experience is focused primarily on analysis of publicly traded equities. Mr. Green, a CFA charterholder, received his BA in Economics with honors from the University of California, Berkeley and is a member of Phi Beta Kappa. | ||
| Stanley Majcher | Principal | 2005 | 2009 |
| Biografie | In his role as portfolio manager, Mr. Majcher plays an integral part in the investment research review and decision-making process. He coordinates the day-to-day management of Mid-Cap Value portfolios, represents the strategy to current and prospective clients, as well as provides expertise and insight into the energy and financials sectors. Prior to joining the firm, Mr. Majcher was an analyst in corporate finance at Merrill Lynch & Co., Inc. He worked on a variety of common equity, equity-linked and debt financings as well as strategic advisory assignments for Merrill Lynch's domestic and international airline clients. Mr. Majcher, a CFA charterholder, received his BS in Finance and Marketing from Georgetown University. | ||
| Joseph R. Huber | CEO | 2005 | 2007 |
| Biografie | Joe Huber is the Chief Executive Officer and Chief Investment Officer at Huber Capital Management LLC. Prior to founding Huber Capital Management he was a Principal and Director of Research for Hotchkis and Wiley Capital Management, overseeing more than $40 billion in U.S. value asset portfolios. He built a research platform which utilized best practices of fundamental research combined with behavioral psychology to capitalize on the art piece of investing, creating a unique and value-added investment approach. Prior to joining Hotchkis and Wiley, Mr. Huber served as Portfolio Manager and Director for Merrill Lynch Asset Management and as Portfolio Manager for Goldman Sachs Asset Management in New York. Mr. Huber received his BA in statistics and econometrics from Northwestern University where he was departmental valedictorian and received the Directors Award for top graduating GPA amongst student athletes. He received his MBA from University of Chicago with concentrations in accounting and finance, where he was elected to the Beta Gamma Sigma honor society. He is an Associate in the Society of Actuaries (A.S.A.). | ||
| Gail Bardin | Portfolio Manager | 1994 | 2004 |
| Biografie | Bardin is a portfolio manager with Hotchkis & Wiley, her employer since 1987. Previously, she spent three years as chief operations officer of Sunrise Enterprises. Bardin holds the Chartered Financial Analyst designation and a member of both the Los Angeles Society of Financial Analysts and the Los Angeles Association of Investment Women. | ||
| George Wiley | general Partner | 1987 | 1996 |
| Biografie | Wiley joined Hotchkis & Wiley as a general partner in 1980. He seeks earnings yields that are 3% more than long-term bond returns and dividend yields above the S&P 500 Index. He also emphasizes financial strength. Wiley began his investment career in 1958 with Mitchum Jones and Templeton. He previously spent seven years as senior vice president, director, and founding shareholder with Callan Associates, where he was involved in the development of analytical methods used in investment analysis. | ||
Was denken Sie über Hotchkis & Wiley Large Cap Value Fund Class A
Sind Sie sicher, dass Sie diesen Chart löschen möchten?
Löschen Abbrechen
Angehängten Chart durch einen neuen Chart ersetzen?
Ersetzen Abbrechen
Community-Richtlinien
Chart zum Kommentar hinzufügen
Sperre bestätigen
Sind Sie sicher, dass Sie %USER_NAME% sperren möchten?
Dadurch werden Sie und %USER_NAME% nicht mehr in der Lage sein, Beiträge des jeweils anderen auf Investing.com zu sehen.
%USER_NAME% wurde erfolgreich zu Ihrer Sperrliste hinzugefügt.
Da Sie diese Person entsperrt haben, müssen Sie 48 Stunden warten, bevor Sie sie wieder sperren können.
Diesen Kommentar melden
Sagen Sie uns Ihre Meinung zu diesem Kommentar
Kommentar markiert
Vielen Dank!
Ihre Meldung wurde zur Überprüfung an unsere Moderatoren geschickt