About the Fund Advisor

The Funds are managed by Thomas White International, Ltd., with offices in Chicago, Illinois and Bangalore, India. Founded in 1992 by former Morgan Stanley Asset Management managing director, Thomas S. White Jr., the firm is a research-driven investment manager and independent research provider. It seeks to deliver superior performance by identifying undervalued securities in the U.S. and nearly 45 other markets around the globe. The organization’s investment decisions rely solely on proprietary analysis using industry-based stock selection methods that have been carefully refined and tested over several decades. Thomas White’s analytical approach is designed to limit overall portfolio volatility and reduce downside risk while remaining focused on long-term investment returns.

The professionals at Thomas White International believe that countries around the world have entered an exciting transition period driven by the widespread adoption of market-driven economic policies. This implies a growing global convergence of business and capital markets that, despite many bumps in the road over the coming decades, will lead to sharp improvements in the standard of living for all humanity.

In short, our goal is to capture the associated investment benefits of globalization for our clients.