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Hotchkis & Wiley Mid-Cap Value Fund (HWMIX) 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)
TickersHWMIX (Class I), HWMAX (Class A), HWMZX (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 96.2% of the time across 52 votes.
| Issue | Proposals faced | Backed | Share backed |
|---|---|---|---|
| Climate & environment | 1 | 0 | 0% |
| Pay equity & inclusion | 3 | 0 | 0% |
| Executive pay | 1 | 1 | 100% |
| Corporate governance | 18 | 6 | 33.3% |
| Other social issues | 2 | 0 | 0% |
Ballots it voted
Dominion Energy, Inc. · 5 May 2026 · put on the ballot by shareholder · Climate & environment
Regarding a Report on the Use of ESG and DEI Metrics In Executive Compensation Plans
AGAINST Hotchkis & Wiley Mid-Cap Value Fund voted with 120,500 shares
“Shareholder Proposal Regarding a Report on the Use of ESG and DEI Metrics In Executive Compensation Plans”
SourceHotchkis & Wiley Funds, Form N-PX filed 2026-08-28 · accession 0001104659-26-103313 · series S000006214 · open the filing
Universal Health Services, Inc. · 20 May 2026 · put on the ballot by shareholder · Pay equity & inclusion
Should Universal Health Services disclose more about the people it employs?
Shareholders asked for fuller disclosure of the company’s human capital — the composition of the workforce, turnover, and how the company invests in the people it employs.
AGAINST Hotchkis & Wiley Mid-Cap Value Fund voted with 39,500 shares
“Stockholder proposal to adopt a policy requiring Universal Health Services, Inc. to publicly disclose its workforce diversity, if properly presented at the meeting.”
SourceHotchkis & Wiley Funds, Form N-PX filed 2026-08-28 · accession 0001104659-26-103313 · series S000006214 · 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 Mid-Cap Value Fund voted with 135,300 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 S000006214 · 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 Mid-Cap Value Fund voted with 31,100 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 S000006214 · open the filing
Centene Corporation · 12 May 2026 · put on the ballot by shareholder
Should the person who runs Centene 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 Mid-Cap Value Fund voted with 184,800 shares
“STOCKHOLDER PROPOSAL REGARDING AN INDEPENDENT BOARD CHAIRMAN.”
SourceHotchkis & Wiley Funds, Form N-PX filed 2026-08-28 · accession 0001104659-26-103313 · series S000006214 · open the filing
Huntsman Corporation · 29 April 2026 · put on the ballot by shareholder
Should the person who runs Huntsman 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 Mid-Cap Value Fund voted with 182,800 shares
“Stockholder proposal requesting an independent board chair policy.”
SourceHotchkis & Wiley Funds, Form N-PX filed 2026-08-28 · accession 0001104659-26-103313 · series S000006214 · open the filing
Zions Bancorporation, N.A. · 1 May 2026 · put on the ballot by shareholder · Social
"Report on Risks from Misalignment Between Company Policies and Customer Base."
AGAINST Hotchkis & Wiley Mid-Cap Value Fund voted with 96,800 shares
“To consider a shareholder proposal regarding "Report on Risks from Misalignment Between Company Policies and Customer Base."”
SourceHotchkis & Wiley Funds, Form N-PX filed 2026-08-28 · accession 0001104659-26-103313 · series S000006214 · open the filing
First Citizens BancShares, Inc. · 4 May 2026 · put on the ballot by shareholder · Social
Proposal requesting a report on faith-based employee resource groups.
AGAINST Hotchkis & Wiley Mid-Cap Value Fund voted with 2,887 shares
“Proposal requesting a report on faith-based employee resource groups.”
SourceHotchkis & Wiley Funds, Form N-PX filed 2026-08-28 · accession 0001104659-26-103313 · series S000006214 · 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.