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Hotchkis & Wiley Small Cap Diversified Value Fund (HWVIX) 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)
TickersHWVIX (Class I), HWVAX (Class A), HWVZX (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 94.1% of the time across 269 votes.
| Issue | Proposals faced | Backed | Share backed |
|---|---|---|---|
| Climate & environment | 2 | 0 | 0% |
| Pay equity & inclusion | 2 | 0 | 0% |
| Corporate governance | 13 | 9 | 69.2% |
| Other social issues | 1 | 1 | 100% |
Ballots it voted
Harley-Davidson, Inc. · 21 May 2026 · put on the ballot by shareholder · Climate & environment
Should Harley-Davidson 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 Small Cap Diversified Value Fund voted with 116,900 shares
“To vote on a shareholder proposal regarding a climate transition plan.”
SourceHotchkis & Wiley Funds, Form N-PX filed 2026-08-28 · accession 0001104659-26-103313 · series S000045868 · open the filing
AutoNation, Inc. · 28 April 2026 · put on the ballot by shareholder · Climate & environment
Should AutoNation publish a fuller account of its emissions and how it plans to cut them?
Shareholders asked the company to disclose its greenhouse gas emissions more completely, or to have its reduction targets independently assessed, so that the plan can be checked rather than taken on trust.
AGAINST Hotchkis & Wiley Small Cap Diversified Value Fund voted with 17,100 shares
“Adoption of stockholder proposal regarding GHG report.”
SourceHotchkis & Wiley Funds, Form N-PX filed 2026-08-28 · accession 0001104659-26-103313 · series S000045868 · open the filing
Bloomin' Brands, Inc. · 22 April 2026 · put on the ballot by shareholder · Pay equity & inclusion
Regarding Disclosure of Employee Retention Demographics
AGAINST Hotchkis & Wiley Small Cap Diversified Value Fund voted with 43,820 shares
“Stockholder Proposal Regarding Disclosure of Employee Retention Demographics”
SourceHotchkis & Wiley Funds, Form N-PX filed 2026-08-28 · accession 0001104659-26-103313 · series S000045868 · open the filing
The Brink's Company · 28 April 2026 · put on the ballot by shareholder · Pay equity & inclusion
Act upon a shareholder proposal requesting a report on employee retention rates by demographic categories.
AGAINST Hotchkis & Wiley Small Cap Diversified Value Fund voted with 26,300 shares
“Act upon a shareholder proposal requesting a report on employee retention rates by demographic categories.”
SourceHotchkis & Wiley Funds, Form N-PX filed 2026-08-28 · accession 0001104659-26-103313 · series S000045868 · 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 Small Cap Diversified Value Fund voted with 275,800 shares
“Stockholder proposal requesting an independent board chair policy.”
SourceHotchkis & Wiley Funds, Form N-PX filed 2026-08-28 · accession 0001104659-26-103313 · series S000045868 · open the filing
El Pollo Loco Holdings, Inc. · 26 May 2026 · put on the ballot by shareholder
The Adoption of a Majority Voting Standard for the Election of Directors in Uncontested Elections.
FOR Hotchkis & Wiley Small Cap Diversified Value Fund voted with 147,000 shares
“A Shareholder Proposal requesting the Adoption of a Majority Voting Standard for the Election of Directors in Uncontested Elections.”
SourceHotchkis & Wiley Funds, Form N-PX filed 2026-08-28 · accession 0001104659-26-103313 · series S000045868 · open the filing
Sonoco Products Company · 15 April 2026 · put on the ballot by shareholder · Social
Should Sonoco Products disclose the politics its money pays for?
Shareholders asked the company to publish its political spending — direct contributions and money routed through trade associations and other third parties — and whether that spending matches the values the company states publicly.
FOR Hotchkis & Wiley Small Cap Diversified Value Fund voted with 40,000 shares
“Advisory (non-binding) shareholder proposal - avoid brand damage from political spending.”
SourceHotchkis & Wiley Funds, Form N-PX filed 2026-08-28 · accession 0001104659-26-103313 · series S000045868 · 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.