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Hotchkis & Wiley Opportunities Fund (HWAIX) 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)
TickersHWAIX (Class I), HWAAX (Class A), HWACX (Class C), HWAZX (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 89.7% of the time across 39 votes.
| Issue | Proposals faced | Backed | Share backed |
|---|---|---|---|
| Climate & environment | 9 | 0 | 0% |
| Workers & human rights | 3 | 2 | 66.7% |
| Pay equity & inclusion | 1 | 0 | 0% |
| Corporate governance | 26 | 3 | 11.5% |
| Other social issues | 11 | 2 | 18.2% |
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 Opportunities Fund voted with 98,800 shares
“Shareholder Proposal - Energy Supply Ratio.”
SourceHotchkis & Wiley Funds, Form N-PX filed 2026-08-28 · accession 0001104659-26-103313 · series S000006216 · 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 Opportunities Fund voted with 98,800 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 S000006216 · 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 Opportunities Fund voted with 129,680 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 S000006216 · open the filing
Microsoft Corporation · 5 December 2025 · put on the ballot by shareholder · Workforce & human rights
Should Microsoft 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.
FOR Hotchkis & Wiley Opportunities Fund voted with 32,310 shares
“Report on Data Operations in Human Rights Hotspots”
SourceHotchkis & Wiley Funds, Form N-PX filed 2026-08-28 · accession 0001104659-26-103313 · series S000006216 · 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 Opportunities Fund voted with 671,020 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 S000006216 · 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 Opportunities Fund voted with 423,300 shares
“Adopt policy to have an independent chair”
SourceHotchkis & Wiley Funds, Form N-PX filed 2026-08-28 · accession 0001104659-26-103313 · series S000006216 · 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 Opportunities Fund voted with 320,200 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 S000006216 · open the filing
Elevance Health, Inc. · 13 May 2026 · put on the ballot by shareholder · Social
An Independent Study on the Impact of Prohibiting Corporate Contributions to Partisan 527 Tax-Exempt Political Groups.
AGAINST Hotchkis & Wiley Opportunities Fund voted with 74,100 shares
“Shareholder Proposal Requesting an Independent Study on the Impact of Prohibiting Corporate Contributions to Partisan 527 Tax-Exempt Political Groups.”
SourceHotchkis & Wiley Funds, Form N-PX filed 2026-08-28 · accession 0001104659-26-103313 · series S000006216 · 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.