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MFWire: Hotchkis and Wiley Funds
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Hotchkis & Wiley Capital Management
725 South Figueroa Street
39th Floor
Los Angeles, CA  90017
Google Maps

Main Phone: 800-796-5606
Web Site: http://www.hwcm.com

Mutual Fund Brand(s)
Hotchkis and Wiley Funds

Research Links
  • SEC Fund Filings by CIK

  • Background:
    Founded in 1980 by John Hotchkis and George Wiley, Hotchkis and Wiley Capital Management is based in Los Angeles. Today, the firm offers five equity value funds and one fixed income fund. Hotchkis and Wiley is independently owned with a majority interest held by employees.

    CEO, portfolio manager and principal George Davis, Jr. has been with the firm since 1988 and assumed his current executive roles in 2001. Davis is also director of Hotchkis and Wiley (UK) Limited. Portfolio manager and principal David Green joined Hotchkis and Wiley in 1997 and became a principal in 2001. Sheldon Lieberman and Patricia McKenna are also principals with the firm.

    In 1996, Merrill Lynch acquired Hotchkis and Wiley in the hopes of expanding its investment management business. But the relationship went sour in just five years: Merrill dropped the firm in 2001. Key managers at Hotchkis and Wiley led a management buyout from Merrill and recreated the company. Hotchkis and Wiley soon used its newfound freedom to embark on an expansion of its high-yield fund business, including hiring former Merrill sales manager Bob Dochterman as national sales manager. The firm also rebranded its funds to Hotchkis and Wiley from Mercury HW, a name that reflected its former relationship with Merrill subsidiary Mercury Asset Management.
    Sponsored Opportunities

    Key People:
    George Davis
    Chief Executive Officer , Hotchkis and Wiley Capital Management
    Anna Lopez
    Chief Operating Officer , Hotchkis and Wiley Capital Management
    Tina Kodama
    Chief Compliance Officer , Hotchkis and Wiley Capital Management
    Mark McMahon
    Managing Director, Mutual Fund Operations, Hotchkis and Wiley Capital Management
    James Menvielle
    Chief Financial Officer , Hotchkis & Wiley Capital Management
    David Green
    Project Manager III, Business Operations Services & Solutions, ADP
    Doc Dochterman
    Executive Vice President, Head of Sales, Reality Shares, Inc.
    Story Archive for Hotchkis & Wiley Capital Management
    Published On Story Headline Publication
    8/18/2020 Small Fund Firms' Outflows Quadruple MFWire.com
    3/18/2020 Small Fund Firms' Inflows Evaporate MFWire.com
    3/6/2020 170 Fundsters Gather As 92 Fund Firms Win Big MFWire.com
    3/8/2019 T. Rowe, Fidelity, Pimco and OpFunds Crush It In Gotham MFWire.com
    2/28/2018 Clark Navigates Big Fund Flows MFWire.com
    2/28/2018 Nuveen, Vanguard, T. Rowe, and Fidelity Dominate in the Big Apple MFWire.com
    1/12/2017 And the 2016 Fund Manager of the Year Nominees Are... MFWire.com
    4/10/2015 The Stock Funds Have No Heroes MFWire.com
    4/1/2015 Cap Group, Fidelity, and Pimco Break Out the Champagne MFWire.com
    8/29/2013 Hotchkis & Wiley Tweaks a Value Fund MFWire.com
    1/9/2013 USA Today Honors "Bull Riders" MFWire.com
    11/12/2012 Barron's Profiles Two Ex-Pimco PMs MFWire.com
    7/24/2012 Eaton Vance and CLS Lose Gigs MFWire.com
    3/9/2012 And the Lipper Fund Awardees Are... MFWire.com
    11/18/2011 Hotchkis & Wiley Gives its Logo and Web Site a Refresh MFWire.com
    11/17/2011 LA Mutual Fund Firms Get a Break MFWire.com
    4/1/2011 A National Pub Touts a Few 'Good Funds' MFWire.com
    3/24/2011 MFS and Delaware Take Home the Gold MFWire.com
    6/28/2010 Hotchkis & Wiley PM Duo Gains Ink MFWire.com
    4/5/2010 WSJ Rankings Favor Value Funds MFWire.com
    6/4/2009 Hotchkis Expands Its High-Yield Fund Business MFWire.com
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