Register to get unlimited access to all of Citywire’s fund manager database. Registration is free and only takes a minute.

Alma Hotchkis & Wiley US Large Cap Value Equity I

Ranked 558 out of 889 in - US over 12 months
All calculations are in USD unless stated

Managed by

George Davis

Scott McBride

Patrick Meegan

US-born Patrick Meegan is a portfolio manager at Hotchkis & Wiley Capital Management. He joined the group in 1998 and runs equity and fixed income funds. Before joining Hotchkis & Wiley Patrick was an audit manager at Arthur Andersen. He has a BA in business from California State University, Fullerton and an MBA from the Anderson School at UCLA. Currently based in Los Angeles, Patrick enjoys golf in his spare time.

Judd Peters


The investment objective of the Sub-Fund is to seek long-term capital appreciation. The Sub-Fund intends to invest its assets principally in equity securities of large capitalisation U.S. companies or non U.S. companies whose shares trade on a U.S. exchange or that the Investment Manager determines are otherwise actively traded in the U.S., including in the form of American Depositary Receipts (ADRs), American Depositary Shares (ADSs) and Global Depositary Receipts.

Showing fund performance globally. You can view performance in individual jurisdictions.


US over : 31/12/2016 - 31/12/2017

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 18.0% 4.3% 3.4% 3.2% 6.1%
2016 19.2% 0.8% 1.4% 6.0% 10.0%
2015 -8.5% -0.2% 0.9% -11.2% 2.4%
2014 3.1% 0.2% -4.5% 2.8% 4.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Germany
  3. Luxembourg
  4. Switzerland
  5. United Kingdom

Fund Info

  • Launch date31/10/2013
  • Share Class size179Mn
  • Base currencyUSD
  • ISIN LU0963547111

Purchase Info

  • Min. initial investment250,000
  • Min. regular additional investment1,000


Related News

Benchmark beaters: the 14 managers who beat the US market over three years

Citywire Americas takes a look at the top performing fund managers in the competitive US equity market.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).