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Emerging Markets

Emerging Markets Equity Strategy

Product Availability:
Retail Investors and Institutional Investors
Inception:
Retail: June 28, 2010
Institutional: January 1, 2000
Portfolio Manager:
Retail: Thomas S. White, Jr.
Institutional: Sr. Investment Committee
Asset Class:
Emerging Markets Equity
Capitalization:
Large-to-Mid-Cap
Discipline:
Bottom-Up/Active Management
Process:
Hybrid
Style:
Core/Value
Stated Benchmarks:
MSCI Emerging Markets Index

The Emerging Markets Equity Strategy invests at least 80% of its net assets in securities of companies located in or whose businesses are closely associated with the world’s emerging markets countries. We may invest up to 20% of net assets in securities of companies in other less developed countries, sometimes known as “frontier market” countries, as well as developed market countries, including the U.S.

Retail investors, for more information, please click here

Institutional investors, please contact Chris Neill at cn@thomaswhite.com, or register at thomaswhite.com

Emerging Markets ADR Strategy

Product Availability:
Retail and Institutional Investors
Inception:
Institutional: March 31, 2011
Retail: June, 2013
Portfolio Manager:
Senior Investment Committee
Asset Class:
Emerging Markets
Capitalization:
Large-to-Mid-Cap
Discipline:
Bottom-Up/Active Management
Process:
Hybrid
Style:
Core/Value
Stated Benchmarks:
MSCI Emerging Markets (net)

The Emerging Markets ADR Strategy is designed to benefit from opportunities
For future economic growth in the world’s emerging market countries. Portfolio holdings are principally held in securities issued by mid and large emerging market companies across the globe, or whose businesses are closely associated with developing countries.  Up to 20% of the investment portfolio may include securities issued by developed market companies, as well as less developed countries, such as “frontier markets.”

Financial professionals, please contact Gabe McNerney at gm@thomaswhite.com, or register at thomaswhite.com

Institutional investors, please contact Chris Neill at cn@thomaswhite.com, or register at thomaswhite.com