Logo Strategies LARGE CAP DIVERSIFIED VALUE Summary Performance Portfolio Literature Strategy Description The Diversified Value strategy focuses on undervalued large cap stocks. The strategy relies on in-depth fundamental research to develop a portfolio of 50-80 companies that are under-earning due to temporary factors but have the balance sheet, scale, and market position to improve their performance over time. Strategy Facts As of 09/30/2021 ASSET CLASS LARGE CAP VALUE EQUITY Vehicles Separate Account | Mutual Fund Style Benchmark Russell 1000 Value Strategy Assets (millions) $16,126 Number of Stocks 50 - 80 Typical Market Cap Range >$5 billion Status Open Portfolio Managers George Davis, Jr. 33 Years with H&W 37 Years of Industry Experience Scott McBride, CFA 19 Years with H&W 22 Years of Industry Experience Judd Peters, CFA 21 Years with H&W 24 Years of Industry Experience Index definitions Glossary of financial terms More Insights MARCH 2021 H&W President Scott McBride Featured on The Weighing Machine Podcast GO TO PODCAST DECEMBER 2020 The Revival Of Value Investing GO TO NEWSLETTER MAY 2020 Hotchkis & Wiley Featured on Advisor Perspectives Hear what H&W has to say about the unprecedented valuation dislocations in the market after several years of growth stock outperformance. GO TO WEBINAR Online Privacy Policy Terms of Use Contact Us ©2021 Hotchkis & Wiley