Notable companies
The most notable companies in this group are Philip Morris International (NYSE:PM), Wells Fargo & Co (NYSE:WFC), Elevance Health (NYSE:ELV), General Motors Company (NYSE:GM), Ericsson (NASDAQ:ERIC).
Industry description
The investment seeks capital appreciation.
The fund normally invests in equity securities, such as common stock, preferred stock and convertible securities, of any size market capitalization, and investment grade and high yield ("junk bonds") fixed income securities. It seeks to invest in companies whose future prospects are misunderstood or not fully recognized by the market. The fund employs a fundamental value investing approach which seeks to exploit market inefficiencies created by irrational investor behavior. It is non-diversified.
Market Cap
The average market capitalization across the Hotchkis & Wiley Value Opps Z MF is 107.55B. The market cap for tickers in the group ranges from 5.42B to 234.71B. PM holds the highest valuation in this group at 234.71B. The lowest valued company is ETRN at 5.42B.
Volume
The average weekly volume growth across all stocks in the Hotchkis & Wiley Value Opps Z MF was 18%. For the same stocks of the MF, the average monthly volume growth was 59% and the average quarterly volume growth was 64%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 58
P/E Growth Rating: 34
Price Growth Rating: 67
SMR Rating: 55
Profit Risk Rating: 41
Seasonality Score: 6 (-100 ... +100)