Hotchkis Wiley Competition

HWVZX Fund  USD 13.11  0.04  0.30%   
Hotchkis Wiley Small competes with Blrc Sgy, Ms Global, Ultra-short Fixed, Maryland Tax-free, and T Rowe; as well as few others. The fund is listed under Small Value category and is part of Hotchkis & Wiley family. Analyzing Hotchkis Wiley competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Hotchkis Wiley to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Hotchkis Wiley Correlation with its peers.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Hotchkis Wiley competition on your existing holdings.
  
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Hype
Prediction
LowEstimatedHigh
11.7613.1114.46
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Intrinsic
Valuation
LowRealHigh
11.6613.0114.36
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Naive
Forecast
LowNextHigh
11.6312.9814.34
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Bollinger
Band Projection (param)
LowerMiddle BandUpper
13.0113.2413.47
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Please note, it is not enough to conduct a financial or market analysis of a single entity such as Hotchkis Wiley. Your research has to be compared to or analyzed against Hotchkis Wiley's peers to derive any actionable benefits. When done correctly, Hotchkis Wiley's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Hotchkis Wiley Small.

Hotchkis Wiley Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Hotchkis Wiley and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Hotchkis and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Hotchkis Wiley Small does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
PATFXTFBIX
TFBIXMDMTX
PATFXMDMTX
TFBIXMFIRX
PATFXMFIRX
MFIRXMDMTX
  
High negative correlations   
SWSFXMDMTX
PATFXSWSFX
TFBIXSWSFX

Risk-Adjusted Indicators

There is a big difference between Hotchkis Mutual Fund performing well and Hotchkis Wiley Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Hotchkis Wiley's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

Hotchkis Wiley Competitive Analysis

The better you understand Hotchkis Wiley competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Hotchkis Wiley's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Hotchkis Wiley's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
HWVZX MDMTX MFIRX SWSFX TFBIX PATFX FHYLX
 0.30 
 13.11 
Hotchkis
 0.09 
 10.73 
Blrc
 0.19 
 5.28 
MFIRX
 0.00 
 10.31 
Ultra-short
 0.1 
 10.28 
Maryland
 0.18 
 11.43 
PATFX
 0.16 
 6.45 
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Market Volatility
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(90 Days Performance)
Odds of Financial Distress
(Probability Of Bankruptcy)
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(Average Analysts Consensus)
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(90 Days Macroaxis Advice)
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Period Momentum Indicator
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Jensen Alpha
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Market Risk Adjusted Performance
Risk Adjusted Performance
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Information Ratio
Value At Risk
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Downside Deviation
Semi Variance

Hotchkis Wiley Competition Performance Charts

Five steps to successful analysis of Hotchkis Wiley Competition

Hotchkis Wiley's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Hotchkis Wiley Small in relation to its competition. Hotchkis Wiley's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Hotchkis Wiley in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Hotchkis Wiley's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Hotchkis Wiley Small, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Hotchkis Wiley position

In addition to having Hotchkis Wiley in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Giant Impact Theme
An experimental equal-weighted decomposition of large high potential stocks based on Macroaxis scoring framework. The Giant Impact theme has 44 constituents at this time.
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Other Information on Investing in Hotchkis Mutual Fund

Hotchkis Wiley financial ratios help investors to determine whether Hotchkis Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Hotchkis with respect to the benefits of owning Hotchkis Wiley security.
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