The Hotchkis & Wiley Global Value Fund outperformed its benchmark in Q4 2025, with Alphabet (GOOGL) cited as a key driver. The fund's managers point to attractive valuations in non-U.S. markets and select software plays, even as they flag potential in other AI-centric investments.
F5, Inc. (FFIV) faced selling pressure following a confirmed cybersecurity incident, as revealed in Hotchkis & Wiley's Q4 2025 investor letter. The fund cited the breach as a key factor in the stock's underperformance, despite the company reporting a 7% year-over-year revenue increase.
The Hotchkis & Wiley Large Cap Disciplined Value Fund identified financial technology leader Fiserv as a significant underperformer in its Q4 2025 letter, amid a broader market rally driven by tech. The fund's critique comes as Fiserv shares have shed over 70% of their value in the past year.
Hotchkis & Wiley's value fund outperformed benchmarks in 2025, with FedEx highlighted as a key contributor. The logistics giant's shares rose over 20% in the past year, buoyed by strong domestic package performance, even as the fund remains selective in a top-heavy market.
President Trump's nomination of former Fed Governor Kevin Warsh to lead the central bank is seen as a pivotal test of its political independence, potentially aligning monetary policy more closely with White House objectives.
President Donald Trump has nominated Kevin Warsh, a former Federal Reserve governor and longtime critic of its recent policy, to be the next chair of the central bank, setting up a potential shift in monetary policy amid ongoing tensions over interest rates and Fed independence.
The incoming Dutch government, led by Prime Minister-designate Rob Jetten, has unveiled its policy agenda, pledging continued military and financial support for Ukraine and a commitment to enshrine higher NATO defense spending targets into law.
U.S. stock index futures trimmed early declines after President Donald Trump nominated former Fed governor Kevin Warsh to lead the central bank, a move seen as injecting moderate policy views amid economic uncertainty.
Envision Energy will supply its high-capacity EN-226 turbines for a 128MW nearshore wind cluster in Vietnam, marking a significant step in the country's Power Development Plan VIII and setting a potential benchmark for regional offshore development.
President Donald Trump announced his intent to nominate Kevin Warsh, a former Federal Reserve governor and longtime critic of current policy, as the next Fed chair. The move, seen as an effort to align the central bank more closely with White House priorities, could redefine its historic independence and monetary policy direction.
Former President Trump claims tariff revenue can fund direct payments to Americans, bypassing Congress. Experts question the legality and economic feasibility of the proposal.
The Kremlin stated President Vladimir Putin has agreed to a personal appeal from former U.S. President Donald Trump to pause strikes on Kyiv until February 1, aiming to foster conditions for potential talks, though the scope and durability of the pause remain unclear.
Building significant wealth often hinges on consistency over brilliance. We examine the Vanguard Growth ETF (VUG), its historical performance, and the disciplined, long-term strategy that could potentially transform regular savings into a seven-figure nest egg.
Eli Lilly commits $85 million upfront and over $1.8 billion in potential milestones to partner with Repertoire Immune Medicines, aiming to develop a new class of 'tolerizing' therapies that reset the immune system without broad suppression.
Reports of U.S. officials meeting with Alberta independence advocates have ignited a diplomatic row, as Canada's western province weighs a contentious push for sovereignty with an eye toward Washington.
Harris County deputies executing a parole warrant at a Channelview motel discovered the body of a 33-year-old man with multiple gunshot wounds. Authorities say the detained warrant subject is not currently linked to the killing.
The U.S. dollar and Treasury yields advanced amid reports President Trump is set to nominate former Fed Governor Kevin Warsh as the next central bank chief, a choice markets interpret as leaning hawkish and likely to slow the pace of interest rate cuts.
Analysts at Stifel have initiated coverage on sports data giant Sportradar Group AG (NASDAQ: SRAD) with a Buy rating and a $28 price target, citing its dominant market position and favorable industry dynamics as online sports betting consolidates.
Analyst firm Stifel has initiated coverage on sports data giant Genius Sports with a Hold rating, praising its foundational role in the online betting ecosystem but flagging a balanced risk-reward at current levels.
As platforms like Kalshi gain regulatory traction, major online brokerages are making strategic moves into prediction markets. We analyze what this emerging trend could mean for Webull, Robinhood, and Interactive Brokers.
