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 09/30/18. The fund's latest filing disclosed 605MM in positions, representing 25% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/18. The fund's latest filing disclosed 605MM in positions, representing 25% of the manager's regulatory AUM.
THOMAS WHITE StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
THOMAS WHITE Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BABA | 4.43% | Tech | -6.86% | 0.46% | 0 | 19% | ||
| TSM | 4.18% | Tech | -19.3% | -0.2% | 0 | 11% | ||
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FEATURED IN
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 ...
Unlock Full Investment Process Description
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 ...
Unlock Full Investment Process Description
THOMAS WHITE Portfolio Concentration
THOMAS WHITE Location
440 S LASALLE STREET, SUITE 3900
CHICAGO, Illinois
UNITED STATES, 60605
CHICAGO, Illinois
UNITED STATES, 60605
THOMAS WHITE Contact Information
Phone Number: 312-663-8300
Fax Number: 312-663-8323
Website: http://www.thomaswhite.com
Fax Number: 312-663-8323
Website: http://www.thomaswhite.com
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