Close

Advisor Information for HWHAX

Fund Inception05/29/2009
Name of IssuerHotchkis & Wiley
Fund Advisor(s)Hotchkis & Wiley Capital Management LLC
Sub-Advisor(s)--

Fund Managers for HWHAX

Raymond Kennedy
Portfolio Manager since 03/31/2009
Ray Kennedy serves as a portfolio manager on the High Yield bond portfolios. Prior to joining the firm, Mr. Kennedy was a Managing Director, portfolio manager and senior member of PIMCO's investment strategy group. At PIMCO, he headed the global high yield business along with managing and overseeing High Yield funds, bank loan trading and collateralized debt obligations. Mr. Kennedy was formerly associated with the Prudential Insurance Company of America as a private placement asset manager where he was responsible for investing and managing a portfolio of investment grade and high yield privately placed fixed income securities. Prior to that, he was a consultant for Andersen Consulting (now Accenture) in Los Angeles and London. Mr. Kennedy, a CFA® charterholder, received his BS from Stanford University and MBA from the Anderson School of Management at the University of California, Los Angeles.
Mark Hudoff
Portfolio Manager since 07/28/2009
Mark Hudoff serves as a portfolio manager on the High Yield bond portfolios. Prior to joining the firm, Mr. Hudoff was an Executive Vice President, portfolio manager and Head of Global High Yield investments at PIMCO. He started at PIMCO as a credit analyst for the high yield team and moved to Europe in 2000 to build and manage their European credit business, including the management of PIMCO's European High Yield strategies. Upon returning to the U.S. in 2004, Mr. Hudoff founded and developed PIMCO's Global High Yield practice, while also managing U.S. High Yield portfolios. Mr. Hudoff was formerly associated with BCA where he worked as a fixed income strategist. Mr. Hudoff received his BS in Economics from Arizona State University and MBA in Finance from the University of Chicago Graduate School of Business.
Patrick Meegan
Portfolio Manager since 08/29/2012
Patrick Meegan serves as a portfolio manager and member of the financials and healthcare sector teams. Mr. Meegan began his career at H&W as an investment analyst and became portfolio manager in 2001. Prior to joining the firm, Mr. Meegan was an audit manager at Arthur Andersen and specialized in financial statement audits and advising clients on SEC reporting issues. Mr. Meegan, a Certified Public Accountant, received his BA in Business Administration from California State University, Fullerton and his MBA from the Anderson School of Management at the University of California, Los Angeles.
Richard Mak
Portfolio Manager since 01/01/2014
Richard Mak serves as a portfolio manager on the High Yield bond portfolios. Prior to joining the firm, Mr. Mak worked at PIMCO in multiple roles ranging from credit analyst to high yield portfolio manager, primarily focused on internal high yield funds. Prior to his position at PIMCO, Mr. Mak was an equity analyst at Epoch Partners covering telecom equipment and related technology issuers. Mr. Mak, a CFA® charterholder, received his BA in Business Economics with a minor in Accounting from the University of California, Los Angeles and MBA with emphasis in Finance and Strategy from the Anderson School of Management at the University of California, Los Angeles.
Daniel McKenzie
Portfolio Manager since 07/01/2024
Dan McKenzie serves as a portfolio manager on the High Yield bond portfolios. He covers capital goods, utilities, leisure, residential construction and real estate companies. He is a member of the capital goods, consumer, energy and financials sector teams. Mr. McKenzie began his career at H&W as a Performance Specialist and completed a three-year Research Associate program in 2010. Mr. McKenzie, a CFA® charterholder, received his BA in Economics and BS in Math/Applied Science with a Concentration in Accounting and Managerial Math from University of California, Los Angeles, and MBA from the Anderson School of Management at the University of California, Los Angeles.