Hotchkis & Wiley, an investment management company, has published its letter of investor “Hotchkis & Wiley Mid Cap Value Fund”. A copy of the letter can be downloaded here. The Hotchkis & Wiley Mid Cap Value Fund returned to -5.63% in the first quarter, underperforming the yield of -2.11% of the Russell Midcap value index. US Actions de CAP in mid-cap have jumped from post-presidential elections due to the potential advantages of deregulation, lowering corporate taxes and accelerated growth. However, the first quarter of 2025 experienced a drop due to prices, high inflation and low macroeconomic factors, which has reduced the Russell Midcap index of -3.4% and the Russell Midcap value index of -2.1% against a drop of -7.1% for the Russell Caps growth index. For more information on the best choices of the fund in 2025, please check its top five assets.
In his letter of investor in the first quarter of 2025, the value fund of the average value of Hotchkis & Wiley highlighted actions such as Fluor Corporation (NYSE: FLR). Fluor Corporation (NYSE: FLR) is an engineering, supply and construction company (EPC). The yield of one month of Fluor Corporation (NYSE: FLR) was 16.57% and its shares lost 1.31% of their value in the last 52 weeks. On May 16, 2025, Fluor Corporation’s shares (NYSE: FLR) closed $ 38.48 per share with a market capitalization of $ 6.336 billion.
The value fund of the Hotchkis & Wiley-SAP value capital value said the following concerning Fluor Corporation (NYSE: FLR) in its first quarter investor letter:
“Fluor Corporation (NYSE: FLR) is one of the largest entrepreneurs in the United States. Fluor has declared a disappointing 4Q24 with low income and margins, because the company deals with unusually low use motivated by volatility in its activities. The initial directives for 2025 income and margin were also lower than consensual estimates drawn by the weakness of energy solutions partly compensated by growth to urban solutions which should be weighted behind. Unlike many competitors specializing in the elements of the delivery of projects, most fluorine revenues come from projects where it provides complete engineering, supply and construction services. Fluor also has significant manufacturing capacities, including a joint venture that operates the largest manufacturing installation in the world. In addition, Fluor also has substantial participation in Nuscale (TK: SMR). “”
A close -up of an engineer by examining a large -scale construction project.
Fluor Corporation (NYSE: FLR) does not appear on our list of the 30 most popular actions among hedge funds. According to our database, 48 hedge fund portfolios held Fluor Corporation (NYSE: FLR) at the end of the fourth quarter, against 39 in the third quarter. While we recognize the potential of Fluor Corporation (NYSE: FLR) as an investment, our conviction lies in the conviction that AI actions are more promising for the provision of higher yields and doing it within a shorter period. If you are looking for a stock of AI which is as promising as Nvidia but which is negotiated within 5 times its income, consult our report on the undervalued AI actions for massive gains.
