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Hotchkis & Wiley Small Cap Value Fund (HWSIX) 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)
TickersHWSIX (Class I), HWSAX (Class A), HWSCX (Class C), HWSZX (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 100% of the time across 45 votes.
| Issue | Proposals faced | Backed | Share backed |
|---|---|---|---|
| Pay equity & inclusion | 2 | 0 | 0% |
| Corporate governance | 6 | 4 | 66.7% |
| Other social issues | 1 | 0 | 0% |
Ballots it voted
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 Small Cap Value Fund voted with 65,800 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 S000006215 · 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 Value Fund voted with 46,260 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 S000006215 · open the filing
OGE Energy Corp. · 14 May 2026 · put on the ballot by shareholder
Should a simple majority be enough to pass a measure at OGE Energy?
Shareholders asked the company to replace its supermajority voting requirements with a simple majority, so that a measure supported by most shares actually carries.
FOR Hotchkis & Wiley Small Cap Value Fund voted with 317,400 shares
“Shareholder Proposal Regarding Simple Majority Vote.”
SourceHotchkis & Wiley Funds, Form N-PX filed 2026-08-28 · accession 0001104659-26-103313 · series S000006215 · open the filing
The Timken Company · 8 May 2026 · put on the ballot by shareholder
Consideration of a shareholder proposal asking our Board of Directors to take the steps necessary to amend the appropriate Company governing documents to give the owners of a combined 10% of our outstanding common stock the power to call a special shareholder meeting or the owners of the lowest percentage of shareholders, as governed by state law, the power to call a special shareholder meeting.
FOR Hotchkis & Wiley Small Cap Value Fund voted with 178,700 shares
“Consideration of a shareholder proposal asking our Board of Directors to take the steps necessary to amend the appropriate Company governing documents to give the owners of a combined 10% of our outstanding common stock the power to call a special shareholder meeting or the owners of the lowest perc”
SourceHotchkis & Wiley Funds, Form N-PX filed 2026-08-28 · accession 0001104659-26-103313 · series S000006215 · 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 Small Cap Value Fund voted with 114,000 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 S000006215 · 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.