Investors are asking if the recent rotation in the market from growth to value and from large to small and mid-cap companies will continue. AND, in this low interest rate environment, they are asking how to hunt for above market yield without taking undo risk. Putting these vital but disparate concerns together is the work of a money manager who does deep fundamental research which informs both equity and fixed income investments.

In Alliums’ ongoing endeavor to bring clients along at the cutting edge of market developments, we hosted a timely webinar with Patrick Meegan, CPA, Portfolio Manager and Kristin Smith, CFA, CPA, Managing Director at Hotchkis & Wiley. The firm is well known for its value bent in equity investing and Patrick’s team benefits from that as they manage the Hotchkis & Wiley High Yield Fund. Proprietary research in small and mid-cap credits with the expert ability to fairly value fallen angels has led to a higher yielding less volatile portfolio: the fund outperformed its index by 1.5% and 3% over the last year and quarter ended 2/28/21.

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