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Dan McKenzie

Dan McKenzie

Portfolio Manager at Hotchkis & Wiley Capital Management LLC

Los Angeles, CA , United States

About

Dan McKenzie is a Portfolio Manager at Hotchkis & Wiley Capital Management LLC in Los Angeles, specializing in the management of High Yield bond portfolios. He is responsible for oversight of investments in sectors such as capital goods, utilities, leisure, residential construction, and real estate. Dan is a key member of Hotchkis & Wiley’s capital goods, consumer, energy, and financials sector teams, contributing to the firm’s value-driven approach for institutional and individual clients.

With over 20 years of industry experience—all at Hotchkis & Wiley—Dan started as a Performance Specialist, progressed through the Research Associate program, became an Investment Analyst, and was promoted to Portfolio Manager in 2018. His investment expertise is rooted in fundamental research and bottom-up sector analysis, with notable focus on smaller- and mid-cap issuers within the high yield space.

Dan holds both a BA in Economics and a BS in Math/Applied Sciences with a concentration in Accounting and Managerial Math from UCLA, along with an MBA from the UCLA Anderson School of Management. He is a CFA charterholder and has been featured alongside other portfolio managers for his work identifying undervalued companies and generating value opportunities across varied industries such as truck rental, software, and energy services.

Career History

OrganizationRoleDate RangeDetails
Hotchkis & Wiley Capital ManagementPortfolio ManagerJan 2018 to Present
Cover REITs, Industrials, Lodging, Cruise Lines, Residential Building and Utilities Added as a Portfolio Manager to the High Yield bond portfolios, July 2024
Hotchkis and Wiley Capital ManagementInvestment AnalystJan 2011 to Present
Perform credit analysis and cash flow modeling on potential investments for a High Yield fixed income strategy Screen fixed income investments based on relative value and credit quality metrics Cover ...
Hotchkis and Wiley Capital ManagementResearch AssociateJun 2007 to Dec 2010
First candidate accepted to a three year Research Associate program that was created based on my interaction with the Investment Team and my desire to become an Investment Analyst Research Cruise Line...
Hotchkis and Wiley Capital ManagementSenior Performance SpecialistDec 2006 to Jun 2007
Hotchkis and Wiley Capital ManagementPerformance SpecialistSep 2004 to Dec 2006
Provide performance returns for mutual funds and institutional accounts Proxy Voting
UBS Financial ServicesInternOct 2003 to May 2004
Assisted with client management Provide research and tools for portfolio analysis

Education

UCLA Anderson School of Management

MBA, Corporate Finance

2010 2012

UCLA Anderson School of Management

Master of Business Administration - MBA, Business Administration and Management, General

2010 2012

UCLA

BA, Economics

2001 2004

UCLA

BS, Math/Applied Sciences

2001 2004

Skills & Expertise

Financial Analysis
Analysis
Equities
Training
Valuation
Mutual Funds
Credit Analysis
Fixed Income
Asset Managment
Sales
Asset Allocation
Business Analysis
Securities
Investments
Asset Management
Microsoft Word
Portfolio Management
Alternative Investments
Financial Modeling

Others at Hotchkis & Wiley Capital Management LLC (30)

NameRoleLocation
David Green
David Green
Portfolio Manager and PrincipalLos Angeles, CA , United States
David Kang
David Kang
Senior Trade AnalystUnited States
G
George Davis
Chief Executive Officer, Portfolio Manager and PrincipalLos Angeles, CA , United States
Hunter Doble
Hunter Doble
Portfolio ManagerLos Angeles, CA , United States
Jason Chan
Jason Chan
PMPasadena, CA , United States
J
Jim Miles
Portfolio Manager and PrincipalLos Angeles, CA , United States
John Flagler
John Flagler
Portfolio ManagerAgoura Hills, CA , United States
J
Judd Peters
Portfolio ManagerLos Angeles, CA , United States
M
Mark Hudoff
high yield portfolio managerTrabuco Canyon, CA , United States
M
Mark Schmidt
Portfolio ManagerSan Marino, CA , United States
Showing 1-10 of 30 team members