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International

International ADR Strategy

Product Availability:
Retail and Institutional Investors
Inception:
October 1, 2000
Portfolio Manager:
Senior Investment Committee
Asset Class:
Non-US Equity ADR
Capitalization:
Large-to-Mid-Cap
Discipline:
Bottom-Up/Active Management
Process:
Hybrid
Style:
Core/Value
Stated Benchmarks:
MSCI EAFE
MSCI All-Country World Ex US

The International ADR Equity Strategy is designed to benefit from opportunities for future economic growth in developed countries outside the United States, as well as the world’s emerging market countries. Portfolio holdings are principally in American Depository Receipts (ADRs) issued by large companies located in non-U.S. markets, or whose businesses are closely associated with overseas markets. The investment portfolio may also include securities issued by smaller companies.

For retail investors, our International ADR product is currently available as a separately managed account or through various Wrap Program sponsors.

For more information, please contact Gabe McNerney at gm@thomaswhite.com, or if you are a financial professional, please register at thomaswhite.com

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

 

 

International Equity Strategy

Product Availability:
Retail and Institutional Investors
Inception:
Retail product: June 28 ,1994
Institutional Product: January 1, 1991
Portfolio Manager:
Retail product: Thomas S. White, Jr.
Institutional product: Sr. Investment Committee
Asset Class:
International Equity
Capitalization:
Large-to-Mid-Cap
Discipline:
Bottom-Up/Active Management
Process:
Hybrid
Style:
Core/Value
Stated Benchmarks:
MSCI EAFE
MSCI All-Country World Ex US

The International Equity strategy primarily invests in common stocks of companies domiciled outside the United States. These stocks trade 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. Portfolio holdings are principally in equity securities issued by large companies located in non-U.S. markets, or whose businesses are closely associated with overseas markets. The investment portfolio may also include securities issued by smaller companies.

Retail investors, for more information, please click here

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