Thomas White Global Investing

 

 

CONTACT US

Gabe McNerney

Gabe McNerney, CFA

Director of Marketing and
Client Service

gm@thomaswhite.com

An Experienced and Stable Investment Team

We believe that an ethnically and culturally diverse team, with varied academic and professional training, is better equipped to understand the increasingly complex global investment environment.

Our veteran analysts, many with PhDs, have more than a decade of experience working together as a team.

Years at Firm Years Experience
Douglas M. Jackman, CFA I,S,B 23 27
Jinwen Zhang, Ph.D, CFA I,S,B 19 19
Ramkumar Venkatramani, CFA, CIPM I,B 11 11
Wei Li, Ph.D, CFA I,S,B 24 24
John Wu, Ph.D, CFA I,S,B 19 23
Rex Mathew, CMA, CFA I,S 11 11
Marc Ma, Ph.D, CFA S 14 14
Kamal Gupta, FRM, CFA 8 8
Investment Committee Average 18 19
Investment Team Average 16 17

I Investment Committee Member
S Shareholder of Thomas White International
B Member of the Board of Directors of Thomas White International

Investment Team

 

Douglas M. Jackman, CFADouglas M. Jackman, CFA

President
Investment Committee Member

Doug Jackman is President at Thomas White International where he assumed the role as of September 28, 2018. He was also elected as the President of the Thomas White Funds Family. He joined the firm in May 1995. He is an active member of the firm’s Investment Committee since 1996.

Mr. Jackman earned his MBA with concentrations in Finance and Accounting from the University of Chicago Booth School of Business. Earlier, he worked with Morgan Stanley in New York developing equity and FX trading systems. He has a AB degree in Economics from the College at the University of Chicago where he also worked as a research assistant at the Center for Research in Security Prices

Doug has been an active speaker at industry and state conferences including FPPTA, IPPFA, Opal, KORIED, TEXPERS, and TLFFRA on global and emerging market equities. Doug is a member of the CFA Society Chicago and was a Board Member from 2014-2018, serving as its Chairman in 2016-17. CFASC is the oldest global investment society with over 4900 members. Doug has also been an active volunteer with the University of Chicago where he was awarded the Alumni Service Citation in 2005 for his activities. He is also a member of 100 Club of Chicago. Doug was born and raised in Grant, NE.

Jinwen Zhang, Ph.D, CFAJinwen Zhang, Ph.D, CFA

Executive Vice President
Director of Research and Investment Committee Member

Dr. Zhang is a member of the Thomas White Investment Committee and participates in the group’s review of portfolio adjustments recommended by security analysts at the firm. She specifically is responsible for companies in the healthcare industry both in the U.S. and internationally.

Prior to joining Thomas White, Dr. Zhang was a research scientist and instructor at Rush Medical College in Chicago. Earlier, she was a researcher at the Chinese Academy of Science in Beijing. In the field of Biochemistry, she has a B.S. from Beijing University and a PhD from Iowa State University. Dr. Zhang also has an MBA from the University of Chicago in Finance and Accounting. She is a member of the CFA Society Chicago.

Ramkumar Venkatramani, CFA, CIPMRamkumar Venkatramani, CFA, CIPM

Executive Vice President
Investment Committee Member

Ramkumar Venkatramani joined Thomas White International in 2007 and now serves as a member of the Thomas White Investment Committee. He covers Japanese companies for the firm’s global and international portfolios.

Prior to joining the firm, Mr. Venkatramani was a research analyst at Five Star Capital Management in New York, where he used a variety of quantitative methods to develop index options strategies for momentum and directional trading. He has a Bachelor of Engineering degree from the University of Madras and a Certificate in Financial Risk Management from New York University. He is a member of the CFA Society India. A native of Bangalore, India, Ram is fluent in Tamil, Kannada and Hindi and conversational in Malayalam, Telugu, and Spanish.

Wei Li, Ph.D, CFAWei Li, Ph.D, CFA

Executive Vice President
Investment Committee Member

Dr. Li joined Thomas White International in 1994. As a member of the Thomas White Investment Committee, he participates in the development and management of the overall investment strategies, especially in the area of quantitative research, as well as the review of each portfolio adjustment suggested by the firm’s security analysts. He has been instrumental in building the analytical framework for the firm’s investment process. In the past, as an analyst, he covered companies in developed and emerging Asian markets.

Dr. Li was earlier a research associate in Operations Research at Rensselaer Polytechnic Institute. Prior to that, he was a postdoctoral fellow at McGill University in Montreal. He received his PhD in Mathematics from Purdue University, his B.S. degree from Nanjing Normal University and M.S. degree from Nanjing University. He is a native of Nanjing, China and is fluent in Mandarin. He is a member of the CFA Society Chicago, a grader of the CFA exam and a contributor to the CFA curriculum. He is also a member of Chicago Quantitative Alliance (CQA).

John Wu, Ph.D, CFAJohn Wu, Ph.D, CFA

Executive Vice President
Investment Committee Member

Dr. Wu joined Thomas White International in 1997 and is a member of the firm’s Investment Committee. He covers companies from several industries in both developed and emerging. He has more than two decades of experience in developing industry-specific stock valuation techniques.

Dr. Wu left the firm in 2007 to work with Crabel, a hedge fund, and returned to his former position in 2009. Prior to Thomas White, he was a research assistant at the University of Wisconsin System Trust Fund. Earlier he worked at the former Chinese Ministry of Nuclear Industry after receiving a B.S. in Nuclear Engineering from Tsinghua University in Beijing. He also earned a Ph.D. in Physics, and an M.S. in Finance, Banking and Investments from the University of Wisconsin-Madison. A native of Gansu province in north-central China, John is fluent in Mandarin. He is a member of CFA Society Chicago.

Rex Mathew, CMA, CFARex Mathew, CMA, CFA

Senior Vice President
Investment Committee Member

Mr. Mathew is a member of the Thomas White Investment Committee, responsible for research on companies based in Asia and Latin America for the firm’s international and emerging markets portfolios. He leads the global markets, economy, and industry analysis efforts that supports the firm’s investment research as well as development of written content that highlight the firm’s investment and market insights. In addition, he is responsible for the portfolio reviews and commentary for the Thomas White Funds as well as institutional accounts at the firm.

Rex has been an active speaker at industry conferences including TEXPERS, KORIED and Schwab IMPACT on emerging market equities. He joined Thomas White’s Bangalore office in 2007 as the manager of Global Markets Research group. Prior to that, he was a financial columnist covering the financial markets and the economy for a pioneering online publication in India. A native of Kerala, India, Rex is fluent in Malayalam and conversational in Hindi as well as Tamil. He is a member of the CFA Society Chicago.

Marc Yanhui Ma, Ph.D., CFAMarc Yanhui Ma, Ph.D., CFA

Senior Vice President
Senior Research Officer

Dr. Ma is a Senior Vice President at Thomas White International, Ltd. His work is focused on the development of systems that help the investment team with stock selections. He also covers companies in technology industry.

Prior to joining Thomas White, Dr. Ma worked with Mascon Global Limited as a support engineer. Earlier he was a software engineer at Lucent Technologies. Dr. Ma has a M.S. degree in Computer Science and a Ph.D. in Chemistry from the University of Texas at Austin, as well as an M.S. in Chemistry from the Chinese Academy of Science and a B.S. in Chemistry from Nankai University, China. He is a member of the CFA Society Chicago.

Kamal Gupta, FRM, CFAKamal Gupta, FRM, CFA

Vice President
Senior Research Officer

Mr. Gupta is Senior Research Analyst responsible for research on companies in the industrial and materials sectors based in Australia, Europe and North America. He joined the firm in 2010 and works closely with the Investment Committee in managing the firm’s U.S. and international portfolios.

He received his B.Tech in Production and Industrial Engineering from the Indian Institute of Technology, Delhi. Previously, Mr. Gupta worked at Manhattan Associates, a supply chain management software company based in Atlanta, GA. He is a member of the CFA Society India. A native of the northern Indian state of Haryana, Kamal is fluent in Hindi.

Use of this site signifies that you have read Terms & Conditions
© Thomas White International, Ltd. 2018