Logo Strategies GLOBAL VALUE Summary Performance Portfolio Literature Strategy Description The Global Value strategy seeks to own 40-60 of the most attractively valued companies in the domestic and international equity markets. The strategy has a great deal of flexibility with respect to market cap and geography and will hold many of the firm’s best investment ideas. We look for durable businesses run by shareholder-friendly management teams that are trading at attractive valuations relative to long-run normalized earnings. Strategy Facts As of 09/30/2021 ASSET CLASS GLOBAL EQUITY Vehicles Separate Acct | Mutual Fund | Model Delivery Style Benchmark MSCI World Strategy Assets (millions) $319 Number of Stocks 40 - 60 Typical Market Cap Range >$1 billion Status Open Portfolio Managers Scott McBride, CFA 19 Years with H&W 22 Years of Industry Experience Scott Rosenthal 14 Years with H&W 21 Years of Industry Experience Index definitions Glossary of financial terms Online Privacy Policy Terms of Use Contact Us ©2021 Hotchkis & Wiley

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