The Funds are managed by Thomas White International, Ltd, with offices in Chicago, Illinois and Bangalore, India. Founded in 1992 by former Morgan Stanley Managing Director Thomas S. White, Jr., the firm is a research-driven investment manager and independent research provider. We are an employee-owned independent management firm with an ethnically and culturally diverse investment team.
Research is the heart of our company. At Thomas White, we believe that original research is the surest path to superior portfolio performance. That is why our disciplined investment decisions are supported solely by our in-house research using industry-based stock selection methods.
Valuing global stocks in nearly 50 countries, this industry-based stock selection process employs tailor-made valuation frameworks refined and tested over the 40-year history of the Thomas White organization and its predecessors. Our labor-intensive approach to valuing common stocks combines the patient collection of data, and the execution of thorough historical studies, with the application of fundamental securities analysis. These guidelines provide an investment framework, which is used in the process of determining what we feel is a company’s current business worth.
Our veteran analysts, most with PhDs, on average have more than fourteen years of experience working together as a team. Our proprietary research is generated by our professionals, both in Chicago and in our Asia office in Bangalore, India, who for the most part have spent their entire careers at Thomas White.
Our investment approach seeks to benefit from buying undervalued stocks and selling them when they return to fair value. We seek to deliver superior performance by searching for undervalued stocks in nearly fifty markets around the world. Thomas White’s analytical approach is designed to limit overall portfolio volatility and reduce downside risk while remaining focused on long-term investment returns. In a changing, ever-shifting world, we firmly believe that the essential principle of value investing remains sacrosanct.