March 17, 2008

Hotchkis & Wiley: Early or Just Dumb?

Hotchkis & Wiley believes their recent under-performance is temporary. An excerpt from their semi-annual letter highlights the fact that their small-cap fund is making a big bet on Financial and Consumer Discretionary stocks:


In our opinion, many consumer and financial stocks are now grossly undervalued while many commodity-based companies have poor valuation support. As price momentum carries the performance of these sectors further apart, distortions in valuation measures may grow. History indicates that this type of emotional/irrational environment invariably reverts to a market supported by fundamental valuation. We believe it is this shift in the market that should ultimately provide the patient investor with sizable return opportunities.

Largest Equity Holdings (Small-Cap Value Fund)
MI Developments, Inc. 5.28%
The Hanover Insurance Group, Inc. 4.77%
MDC Holdings, Inc. 4.61%
Great Plains Energy, Inc. 4.59%
CapLease, Inc. 4.17%
Lodgian, Inc. 4.13%
IKON Office Solutions, Inc. 4.05%
The Warnaco Group, Inc. 3.73%
Foundation Coal Holdings, Inc. 3.52%
Kelly Services, Inc. 3.51%

(Value investing team HOTCHKIS & WILEY focuses on a company's tangible assets, sustainable cash flow, and potential for improving business performance.)

Posted by brent at March 17, 2008 10:18 AM | TrackBack
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