Hotchkis and Wiley are willing to be very different than benchmark weights and willing to have big weights in particular sectors or be zero in a sector if it doesn't look interesting, rather than tracking benchmark sector weights

factualpending

Speaker

Scott McBride

Evidence Quote

we're willing to be very different than Benchmark weights...we're willing to have big weights in particular sectors uh we're willing to be zero in a particular sector if that sector really doesn't look interesting at all

Source

A $33 Billion Value Manager Who Has Actually Outperformed | Scott McBrideExcess Returns
Created: 8/11/2026, 7:48:51 AM

My Notes

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