Gaining Perspective

How This Small-Cap Value Fund Keeps Outperforming


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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.

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Gaining PerspectiveBy Advisor Perspectives

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