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International SMA Manager of the Year

About Thomas White International

  • Thomas White International Ltd, founded in 1992, is an employee-owned independent management firm based in Chicago and Bangalore, India.
  • The five member Investment Committee averages 24 years of experience and 17 years together at the firm.
  • A relative value investment process is designed to generate not only added value but consistent performance and downside protection.
  • As of March 31, 2013, firm-wide assets totaled $2.1 billion, of which more than 90% managed in global/international equity mandates.

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CONTACT US

 Gabe McNerney

Gabe McNerney, CFA
Director of
Fund/SMA Relationships

gm@thomaswhite.com


Stathy Manos White

Stathy Manos White
Director of
Fund/SMA Department


Why Invest Globally?

Why Invest Globally?

The Thomas White International ADR Strategy received the 2013 Separately Managed Account (SMA) Award issued by Envestnet and Investment Advisor magazine, for the International category. In order to qualify for an SMA Manager of the Year Award, a manager’s product must report to the PrimaGuide research application, contain at least $200 million in assets and have management with tenure of at least three years. Candidates are determined through Prima’s proprietary, systematic multi-factor manager evaluation methodology, which includes both qualitative and quantitative criteria. Envestnet | Prima analysts consider multiple factors when considering finalists, such as performance, firm, investment process and style, tax efficiency, composite and customer service. This award is based on past performance, is not indicative of Thomas White International’s future performance and is not representative of any one client’s experience.

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