Thompson, Siegel & Walmsley, LLC

Summary

Founded in 1969, TSW applies a value-oriented investment approach across a range of products in U.S. and international equities, fixed income and alternative investments. TSW's singular investment objective is to outperform its benchmarks, net of fees, over rolling three- to five-year periods. TSW 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.

TSW 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. TSW has generated a strong track record of providing investors with excellent long-term results. The firm’s management team is led by Chairman and Chief Executive Officer Horace Whitworth, President Frank Reichel, Chief Investment Officer Brett Hawkins, Managing Director John Reifsnider, and Director of Operations Lori Anderson.