THOMAS WHITE Overview

Thomas White International Ltd is an investment advisor that manages 2.4 BN dollars in regulatory AUM and has 25 employees, of which 8 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 697MM in positions, representing 29% of the manager's regulatory AUM.

THOMAS WHITE StockAlpha

-8.8%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

THOMAS WHITE Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
INFY 3.68% Tech -8.36% -0.24% 0 6%
TSM 3.56% Tech -5.66% -0.13% 0 9%
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FEATURED IN
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THOMAS WHITE Founders and Key Employees

Name Title In Position Since
Douglas M. Jackman Executive Vice President January-1996
Thomas S. White Chief Executive Officer June-1992
James R. Conner Chief Compliance Officer March-2011

THOMAS WHITE Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro

THOMAS WHITE Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

We describe below the general investment strategies employed by TWI in managing client accounts as well as the primary risks associated with these investment strategies. However, it is not possible to identify all of the risks associated with investing and the particular risks applicable to a client account will depend on the nature of the account, its investment strategy and the types of securities held in the account.

While TWI seeks to manage client accounts so that risks are appropriate to the return potential for the strategy, it is often not possible or desirable to fully mitigate risks. Any investment includes the risk of loss and there can be no guarantee that a particular level of return will be achieved. Clients should understand that they could lose some or all of their investment and should be prepared to bear the risk of such potential losses.

Clients should be aware that while TWI does ...
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THOMAS WHITE Portfolio Concentration

THOMAS WHITE Location

440 S LASALLE STREET, SUITE 3900
CHICAGO, Illinois
UNITED STATES, 60605

THOMAS WHITE Contact Information

Phone Number: 312-663-8300
Fax Number: 312-663-8323
Website:

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