ETF Expansion Hotchkis & Wiley launched ETF share classes for two existing strategies in July 2026, signaling a channel shift toward packaged products and broader distribution. This presents an opportunity to offer ETF-focused services, data solutions, or strategic partnerships to support the firm’s next phase of growth.

Asset Growth Signals Past activity includes selling assets to Bank of America and expanding stake in Verra Mobility, indicating active portfolio management and potential demand for liquidity, risk analytics, or transition management services as they rebalance or optimize holdings.

Independent Ownership The firm is independently owned with a majority interest held by employees, suggesting a culture that may value tailored, high-touch client experiences. This could align with premium advisory, concierge outsourced CIO services, or bespoke product structuring for key institutional clients.

Tech Stack & Partners Adoption of platforms like Databricks, Salesforce, Azure, and iCIMS points to a data-driven, scalable operations model. Opportunities exist for data integration, analytics-as-a-service, CRM enhancements, or secure cloud and workflow automation offerings to support growth and compliance.

Revenue & Scale Fit With revenue in the $50M–$100M range and a mid-sized employee base, Hotchkis & Wiley sits between niche boutiques and large asset managers. This presents a target for mid-market investment management solutions, performance analytics, and middle-office outsourcing to optimize margins and client deliverables.