Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are



All our 23,130 stories are here...Call 212-331-8995 to add to the pile
Get MFWire Alerts
MFWire: Hotchkis and Wiley Funds
MUTUAL FUND FAMILY PROFILES [BETA]
To Update this information contact Editors@InvestmentWires.com or call Armie Lee at 212-331-8995 x111.

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

Contact
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
     News Archives
    2021: Q2Q1
    2020: Q4Q3Q2Q1
    2019: Q4Q3Q2Q1
    2018: Q4Q3Q2Q1
    2017: Q4Q3Q2Q1
    2016: Q4Q3Q2Q1
    2015: Q4Q3Q2Q1
    2014: Q4Q3Q2Q1
    2013: Q4Q3Q2Q1
    2012: Q4Q3Q2Q1
    2011: Q4Q3Q2Q1
    2010: Q4Q3Q2Q1
    2009: Q4Q3Q2Q1
    2008: Q4Q3Q2Q1
    2007: Q4Q3Q2Q1
    2006: Q4Q3Q2Q1
    2005: Q4Q3Q2Q1
    2004: Q4Q3Q2Q1
    2003: Q4Q3Q2Q1
    2002: Q4Q3Q2Q1
     Subscribe via RSS:
    Raw XML
    Add to My Yahoo!
    follow us in feedly


    1. MFDF webinar - Board Oversight of ETFs, March 3
    2. FinReg Outlook 2021, March 10
    3. MFDF Director Discussion Series - Open Forum via Zoom (Midwest), March 10
    4. Irish Funds North American Digital Seminar, March 11
    5. MFDF webinar - Municipal and Taxable Fixed Income — A Multi-Speed Recovery, March 12
    6. 2021 Virtual Mutual Funds and Investment Management Conference, Mar 15-19
    7. Women for Impact - A Call to Action, March 16
    8. SEC & DOL Standard of Conduct Rulemakings — Present & Future Considerations, March 23
    9. Expect Miracles Foundation's Virtual Mystery Game Night, March 24
    10. MFDF Director Discussion Series - Open Forum via Zoom, March 24
    11. ETFGI Global ETFs Insights Summit - ESG & Active ETF Trends, Mar 24-25
    12. MFDF webinar - Asset Management M&A for Fund Directors — Recent Trends and Governance Issues, March 31
    13. MFDF Director Discussion Series - Open Forum via Zoom, April 7
    14. MFDF In Focus: Board Oversight of Sub-advisers, April 15
    15. ETF.com Awards 2020, April 20
    16. The 31st Sub-Advised Funds Forum, Apr 20-21
    17. MFDF Director Discussion Series - Open Forum via Zoom (Northeast), April 21
    18. FIASI virtual event - ESG in Fixed Income: Shining a Light on Transparency, Apr 22-23
    19. 44th Annual AIMSE Marketing & Sales Conference, May 2-4
    20. MFDF Director Discussion Series - Open Forum via Zoom (Southeast), May 5
    21. ICI 2021 General Membership Meeting - Day 1, May 6
    22. ICI 2021 General Membership Meeting - Day 2, May 13
    23. 2021 FINRA Annual Conference, May 18-20
    24. MFDF Director Discussion Series - Open Forum via Zoom, May 19
    25. 2nd annual ETFGI Global ETFs Insights Summit - USA, May 19-20
    26. Irish Funds Online Annual Global Funds Conference 2021, May 19-20




    ©All rights reserved to InvestmentWires, Inc. 1997-2021
    14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
    Privacy Policy :: Terms of Use