LongELVJune 30, 2026

Hotchkis & Wiley Global Value Fund on Elevance Health, Inc.

Thesis

Hotchkis & Wiley sees increasing evidence that Elevance's profitability is recovering. Despite the share-price improvement, the company remains valued at a discount to the broader market. The fund views Elevance as a compelling business capable of growing faster than GDP while returning most of its cash generation to shareholders.

The company remains priced at a discount to the market despite being a compelling business that grows above GDP.
Hotchkis & Wiley Global Value Fund — Global Value Fund Manager Review & Economic Outlook

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