Hotchkis And Wiley Fund Manager Performance Evaluation
| HWNIX Fund | USD 12.91 0.29 2.30% |
The fund retains a Market Volatility (i.e., Beta) of 0.61, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Hotchkis And's returns are expected to increase less than the market. However, during the bear market, the loss of holding Hotchkis And is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Hotchkis And Wiley are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Hotchkis And may actually be approaching a critical reversion point that can send shares even higher in April 2025.
...more1 | Hotchkis Wiley International Value Fund Q4 2024 Commentary - Seeking Alpha | 02/26/2025 |
| Expense Ratio | 0.9500 |
Hotchkis |
Hotchkis And Relative Risk vs. Return Landscape
If you would invest 1,157 in Hotchkis And Wiley on December 15, 2024 and sell it today you would earn a total of 134.00 from holding Hotchkis And Wiley or generate 11.58% return on investment over 90 days. Hotchkis And Wiley is currently producing 0.1879% returns and takes up 1.0166% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Hotchkis, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Hotchkis And Current Valuation
Undervalued
Today
Please note that Hotchkis And's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Hotchkis And Wiley retains a regular Real Value of $13.83 per share. The prevalent price of the fund is $12.91. We determine the value of Hotchkis And Wiley from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since Hotchkis And is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Hotchkis Mutual Fund. However, Hotchkis And's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 12.91 | Real 13.83 | Hype 12.91 |
The intrinsic value of Hotchkis And's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Hotchkis And's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Hotchkis And Wiley helps investors to forecast how Hotchkis mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Hotchkis And more accurately as focusing exclusively on Hotchkis And's fundamentals will not take into account other important factors: Hotchkis And Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Hotchkis And's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Hotchkis And Wiley, and traders can use it to determine the average amount a Hotchkis And's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1848
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | HWNIX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.02 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.19 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.18 actual daily | 14 86% of assets perform better |
Based on monthly moving average Hotchkis And is performing at about 14% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Hotchkis And by adding it to a well-diversified portfolio.
Hotchkis And Fundamentals Growth
Hotchkis Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Hotchkis And, and Hotchkis And fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Hotchkis Mutual Fund performance.
| Total Asset | 2.61 M | ||||
About Hotchkis And Performance
Evaluating Hotchkis And's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Hotchkis And has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Hotchkis And has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests primarily in non-U.S. companies, which may include companies located or operating in developed or emerging markets. The Advisor determines where a company is located, and thus whether a company is located outside the U.S. or in an emerging market, by referring to its primary stock exchange listing where it is registered, organized or incorporated where its headquarters are located where it derives at least 50 percent of its revenues or profits from goods produced or sold, investments made, or services performed or where at least 50 percent of its assets are located.Things to note about Hotchkis And Wiley performance evaluation
Checking the ongoing alerts about Hotchkis And for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Hotchkis And Wiley help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Hotchkis Wiley International Value Fund Q4 2024 Commentary - Seeking Alpha | |
| The fund retains 99.47% of its assets under management (AUM) in equities |
- Analyzing Hotchkis And's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Hotchkis And's stock is overvalued or undervalued compared to its peers.
- Examining Hotchkis And's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Hotchkis And's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Hotchkis And's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Hotchkis And's mutual fund. These opinions can provide insight into Hotchkis And's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Hotchkis Mutual Fund
Hotchkis And 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 And security.
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