Investment Strategy

The Midcap Equity Strategy is designed to benefit from domestic economic opportunities within the United States, and invests primarily in securities issued by mid- and small-capitalization U.S. companies. The investment portfolio may also include securities issued by larger companies.

Investment Strategy

The Thomas White International Global Dividend Strategy is designed to benefit from opportunities for future economic growth, with a focus on those companies paying above average dividend yields, in the world’s developed and emerging market countries. Up to 50% of the investment portfolio may include securities issued by companies located outside of the United States. Non-U.S. holdings are primarily in depository receipts issued by large companies located in foreign markets.

Investment Strategy

The Emerging Markets ADR Strategy primarily invests in American Depository Receipts (ADRs) of companies domiciled outside the United States. These stocks represent companies primarily in the emerging markets of Eastern Europe, the Middle East, Africa, Latin America, the Far East and the Indian Sub-Continent, and to a lesser extent in the developed markets of Europe and Asia.

Our Emerging Markets ADR product is currently available as a separately managed account or through a Wrap Program sponsor.

Investment Strategy

The International ADR Strategy primarily invests in American Depository Receipts (ADRs) of companies domiciled outside the United States. These stocks represent companies in the developed markets of Europe and Asia, and to a lesser extent in the emerging markets of Eastern Europe, the Middle East, Africa, Latin America, the Far East and the Indian Sub-Continent.

Our International ADR product is currently available as a separately managed account or through various Wrap Program sponsors.