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Hotchkis & Wiley Large Cap Fundamental Value Fund (HWLIX) proxy voting record 2026
Three of its ballots from this season. Vote first, then see what it did with the shares your savings paid for.
The question on the ballot
As filed
Hotchkis & Wiley Funds files this fund's proxy votes with the SEC once a year. This is what it did with the shares your retirement savings paid for.
SourceProxy-voting record filed by Hotchkis & Wiley Funds on 2026-08-28 · open the filing · vote table (proxyvoting.xml, 13 MB)
TickersHWLIX (Class I), HWLAX (Class A), HWLZX (Class Z) · share classes of one fund, with one proxy-voting record · as listed in its latest SEC filing of proxy votes
How it voted, by issue
Fund companies sometimes file the same proposal under different subjects. So that funds can be compared, each proposal is counted under the subject most of the filings we read gave it, the same for every fund on this site. On management's own executive pay resolutions, this fund voted in favour 89.8% of the time across 49 votes.
| Issue | Proposals faced | Backed | Share backed |
|---|---|---|---|
| Climate & environment | 10 | 1 | 10% |
| Workers & human rights | 1 | 0 | 0% |
| Pay equity & inclusion | 1 | 0 | 0% |
| Executive pay | 1 | 1 | 100% |
| Corporate governance | 28 | 8 | 28.6% |
| Other social issues | 12 | 0 | 0% |
Ballots it voted
Wells Fargo & Company · 28 April 2026 · put on the ballot by shareholder · Climate & environment
Should Wells Fargo disclose what it finances, not just what it emits?
Shareholders asked the company to disclose the emissions attached to its lending, underwriting or energy mix — the ratio of clean to fossil financing, or an assessment of its clients’ own transition plans — rather than reporting only the emissions of its own offices.
AGAINST Hotchkis & Wiley Large Cap Fundamental Value Fund voted with 90,300 shares
“Shareholder Proposal - Energy Supply Ratio.”
SourceHotchkis & Wiley Funds, Form N-PX filed 2026-08-28 · accession 0001104659-26-103313 · series S000006213 · open the filing
Wells Fargo & Company · 28 April 2026 · put on the ballot by shareholder · Climate & environment
Report on High-Carbon Financing Litigation Risks.
AGAINST Hotchkis & Wiley Large Cap Fundamental Value Fund voted with 90,300 shares
“Shareholder Proposal - Report on High-Carbon Financing Litigation Risks.”
SourceHotchkis & Wiley Funds, Form N-PX filed 2026-08-28 · accession 0001104659-26-103313 · series S000006213 · open the filing
General Motors Company · 2 June 2026 · put on the ballot by shareholder · Workforce & human rights
Should General Motors assess the human rights risks its own operations create?
Shareholders asked for an assessment of the human rights risks arising from the company’s operations and business relationships, and for the findings to be published.
AGAINST Hotchkis & Wiley Large Cap Fundamental Value Fund voted with 116,900 shares
“Shareholder Proposal Requesting a Report on Human Rights Standards for Indigenous Peoples”
SourceHotchkis & Wiley Funds, Form N-PX filed 2026-08-28 · accession 0001104659-26-103313 · series S000006213 · open the filing
Workday, Inc. · 16 June 2026 · put on the ballot by shareholder · Pay equity & inclusion
To consider and vote upon a stockholder proposal regarding disclosure of employee retention rates by demographic category.
AGAINST Hotchkis & Wiley Large Cap Fundamental Value Fund voted with 136,700 shares
“To consider and vote upon a stockholder proposal regarding disclosure of employee retention rates by demographic category.”
SourceHotchkis & Wiley Funds, Form N-PX filed 2026-08-28 · accession 0001104659-26-103313 · series S000006213 · open the filing
Humana Inc. · 16 April 2026 · put on the ballot by shareholder · Executive pay
Should shareholders get a vote before Humana pays a departing executive?
Shareholders asked the company to seek shareholder approval for any severance package to a senior executive above a set multiple of salary and bonus — so that very large exit payments cannot be agreed by the board alone.
FOR Hotchkis & Wiley Large Cap Fundamental Value Fund voted with 18,900 shares
“The stockholder proposal requesting shareholder approval requirement for excessive golden parachutes, if properly presented at the meeting.”
SourceHotchkis & Wiley Funds, Form N-PX filed 2026-08-28 · accession 0001104659-26-103313 · series S000006213 · open the filing
Comcast Corporation · 10 June 2026 · put on the ballot by shareholder
Should the person who runs Comcast also chair the board that supervises them?
Shareholders asked the company to require that the chair of the board be an independent director rather than the chief executive, so that the body overseeing management is not led by the person being overseen.
AGAINST Hotchkis & Wiley Large Cap Fundamental Value Fund voted with 360,300 shares
“Adopt policy to have an independent chair”
SourceHotchkis & Wiley Funds, Form N-PX filed 2026-08-28 · accession 0001104659-26-103313 · series S000006213 · open the filing
Dominion Energy, Inc. · 5 May 2026 · put on the ballot by shareholder
Should the person who runs Dominion Energy also chair the board that supervises them?
Shareholders asked the company to require that the chair of the board be an independent director rather than the chief executive, so that the body overseeing management is not led by the person being overseen.
FOR Hotchkis & Wiley Large Cap Fundamental Value Fund voted with 153,500 shares
“Shareholder Proposal Regarding a Policy for an Independent Chair”
SourceHotchkis & Wiley Funds, Form N-PX filed 2026-08-28 · accession 0001104659-26-103313 · series S000006213 · open the filing
Bank of America Corporation · 4 May 2026 · put on the ballot by shareholder · Social
Should Bank of America’s board account for how animals are treated in its supply chain?
Shareholders asked for a report on how the board oversees animal welfare risk in the company’s operations and supply chain, and on how the company’s practices compare with its stated policy.
AGAINST Hotchkis & Wiley Large Cap Fundamental Value Fund voted with 64,600 shares
“Shareholder proposal requesting report on board oversight of risks related to animal welfare”
SourceHotchkis & Wiley Funds, Form N-PX filed 2026-08-28 · accession 0001104659-26-103313 · series S000006213 · open the filing
Other funds Hotchkis & Wiley Funds votes
The same filer reports these alongside this one, in the same annual filing.
No 401(k) plan we index offers this fund. Its record is here because the fund files it with the SEC, as every fund must: whoever holds it, in an IRA, a brokerage account or a plan we have not indexed, the fund votes those shares as shown on this page.