Insights on Exploiting the Inefficiencies in Small-Cap Stocks

A recent article in Advisor Perspectives outlines an interview with Judd Peters, a portfolio manager of the Hotchkis & Wiley Small Cap Diversified Value Fund. Here are some highlights: Investment process: Peters explains that his team uses a two-step process to find “opportunities in companies that are temporarily under-earning relative to their long-term potential, either due to industry cyclicality or company-specific situations.” According to Peters, “investors often overreact both positively and negatively to short-term financial… Read More