Dan McKenzie
Portfolio Manager at Hotchkis & Wiley Capital Management LLC
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Hotchkis & Wiley Capital Management | Portfolio Manager | Jan 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 Management | Investment Analyst | Jan 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 Management | Research Associate | Jun 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 Management | Senior Performance Specialist | Dec 2006 to Jun 2007 | — |
| Hotchkis and Wiley Capital Management | Performance Specialist | Sep 2004 to Dec 2006 | Provide performance returns for mutual funds and institutional accounts Proxy Voting |
| UBS Financial Services | Intern | Oct 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
Others at Hotchkis & Wiley Capital Management LLC (30)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager and Principal | Los Angeles, CA , United States | |
| Senior Trade Analyst | United States | |
G George Davis | Chief Executive Officer, Portfolio Manager and Principal | Los Angeles, CA , United States |
| Portfolio Manager | Los Angeles, CA , United States | |
| PM | Pasadena, CA , United States | |
J Jim Miles | Portfolio Manager and Principal | Los Angeles, CA , United States |
| Portfolio Manager | Agoura Hills, CA , United States | |
J Judd Peters | Portfolio Manager | Los Angeles, CA , United States |
M Mark Hudoff | high yield portfolio manager | Trabuco Canyon, CA , United States |
M Mark Schmidt | Portfolio Manager | San Marino, CA , United States |