Thompson, Siegel & Walmsley, LLC

Summary

Founded in 1969, TS&W applies a value-oriented investment approach across a range of products in U.S. and international equities, fixed income and alternative investments. TS&W's singular investment objective is to outperform its benchmarks, net of fees, over rolling three- to five-year periods. TS&W employs a proprietary screening process to generate focused lists of companies that are most attractive within different market capitalization ranges. The firm's investment professionals then use fundamental analysis to construct portfolios, which they believe are inexpensive on a cash flow basis and are showing evidence of positive change. The process also employs rigorous risk controls and a sell discipline.

TS&W has a diverse client base that includes corporations, government entities, high-net-worth families and individuals, and sub-advisory clients through multiple distinct investment platforms. TS&W has generated a strong track record of providing investors with excellent long-term results. The firm's management team is led by Co-Chief Executive Officers Lawrence Gibson and Horace Whitworth, Chief Investment Officer Frank Reichel and Director of Research Tom Thomson.