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Hotchkis & Wiley Mid-Cap Value A Message Board

  • conga.nika1 conga.nika1 Oct 25, 2013 11:08 AM Flag

    RE-think game plan

    Your performance over the last three months and single month VS the S&P 500 has deteriorated. All of the positions that you hold may have great value by your models....but the demand for the stock, for a significant portion of those positions by the public is about finding some undervalued companies that are going to develop some demand for their stock? Sitting on positions with no developing stock demand is not cutting it.

    Sentiment: Hold

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