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Global

Global Equity Strategy

Product Availability:
Institutional Investors
Inception:
June 30 ,1989
Portfolio Manager:
Senior Investment Committee
Asset Class:
Global Equity
Capitalization:
Large-to-Mid-Cap
Discipline:
Bottom-Up/Active Management
Process:
Hybrid
Style:
Core/Value
Stated Benchmarks:
MSCI World
MSCI AC World

The Thomas White Global Equity Strategy is designed to benefit from opportunities for future economic growth in developed countries across the globe, as well as the world’s emerging market countries. Portfolio holdings are principally in equity securities issued by large companies located globally. The investment portfolio may also include securities issued by smaller companies.

This strategy is also available as a self-managed UCITS IV structure regulated by the Central Bank of Ireland, which makes the firm’s emerging markets strategy more accessible to institutional investors across the globe.

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