Hotchkis & Wiley Continues Large Cap Value Management
North Carolina Supplemental Retirement Board of Trustees | State of North CarolinaState · Raleigh, NC- Disclosed value
- 0.4000% investment management fee; estimated annual expenses of $1,803,564
- From report
- Document date
- Sep 30, 2025
- Term
- Ongoing as of June 30, 2025
The 30-second brief
Hotchkis & Wiley continued managing a large-cap value allocation in the North Carolina Large Cap Core Fund. The report lists a 0.4000% investment management fee and estimated annual expenses of $1.80 million.
Hotchkis & Wiley holds this financial services contract with North Carolina Supplemental Retirement Board of Trustees | State of North Carolina. Its other public contracts on record include work for Minnesota State Board of Investment and North Carolina Retirement Systems Division | State of North Carolina.
Term as filed: Ongoing as of June 30, 2025.
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Contract details
- Contract type
- Financial Services
- Amount
- 0.4000% investment management fee; estimated annual expenses of $1,803,564
- Document date
- September 30, 2025
- Term
- Ongoing as of June 30, 2025
- Vendor
- Hotchkis & Wiley
- Source document
- The North Carolina Supplemental Retirement Plans Report Investment Measurement Service Quarterly Review 2025-09-30 (Report)
Hotchkis & Wiley's other public contracts
More North Carolina Supplemental Retirement Board of Trustees | State of North Carolina contracts
Questions about this contract
Who was awarded the financial services contract by North Carolina Supplemental Retirement Board of Trustees | State of North Carolina?
Hotchkis & Wiley was awarded this financial services contract by North Carolina Supplemental Retirement Board of Trustees | State of North Carolina, as recorded on September 30, 2025. The contract value is 0.4000% investment management fee; estimated annual expenses of $1,803,564.
How much is the Hotchkis & Wiley contract with North Carolina Supplemental Retirement Board of Trustees | State of North Carolina worth?
The Hotchkis & Wiley contract with North Carolina Supplemental Retirement Board of Trustees | State of North Carolina is valued at 0.4000% investment management fee; estimated annual expenses of $1,803,564, covering financial services work.
What type of contract is this?
This is a Financial Services contract, documented as a report record.
Where was this contract approved?
This contract appears in The North Carolina Supplemental Retirement Plans Report Investment Measurement Service Quarterly Review 2025-09-30 (Report), dated September 30, 2025 from North Carolina Supplemental Retirement Board of Trustees | State of North Carolina. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
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