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VIEWS
NEWS
Perspectives
June 2024

Flavors of Value Within Domestic Equity

The need to be explicit in describing flavors of value, particularly in context to the domestic market environment, has changed over the last handful of years given the market backdrop that witnessed one of the largest valuation gaps in history between the most expensive U.S. stocks and its cheaper cohorts.
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Perspectives
March 2024

T+1 - TSW Never Passive

T+1 is short for “trade date plus one day”, and it refers to the required settlement timeframe for equities traded in U.S. capital markets. Beginning in late May of this year, all such transactions must settle in one business day after the trade executes.
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Perspectives
January 2024

Market Microstructure Shift Notable Implications

The market microstructure is undoubtedly a complex structure comprising a wide breadth of investors with varying investment styles, time horizons, and philosophies.
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Perspectives
November 2023

View From The Backstretch

Thoughts from the CIO, Brett Hawkins using his love for horseracing to highlight some interesting things happening, give you some things to think about, and perhaps even enlighten you about our process and the investing world at large.
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Perspectives
July 2023

Think Small

We started the TSW International Small Cap Value strategy 15 years ago with the simple observation that this market segment offered an abundance of opportunity. Our investment process, aimed at a broad market capitalization universe across the developed and developing world, kept pointing us toward smaller companies that seemed curiously mispriced.
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Perspectives
June 2023

TSW Large Cap Value: A Case For Active Management

While there has been a general belief in the industry that as one migrates further up the market capitalization ladder, market efficiency is greater, therefore creating a more difficult backdrop to generate alpha.
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Perspectives
March 2023

Mid Cap Value: Finding Value In The Middle

“We believe our experience running these strategies for over two decades allows us to have a very keen variant perception when it comes to uncovering opportunities in the marketplace.”
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Press Release
January 2023

Australian Fund Manager Completes Acquisition Of Pendal Group And Its US-Based Investment Managers

Listed Australian fund manager Perpetual (ASX:PPT), a 137-year-old asset management, wealth management and corporate trust business, today formally completed the acquisition of Pendal Group (ASX:PDL), with the acquisition including two prominent US-based investment managers.
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Press Release
August 2022

Pendal Agrees To Move Forward With The Acquisition Proposal From Perpetual

Pendal Group Limited (‘Pendal’), parent company of J O Hambro Capital Management Group (JOHCM) and Thompson, Siegel & Walmsley LLC (TSW), announced that it has agreed to proceed with a proposal by Australian fund manager Perpetual for the acquisition of 100 percent of Pendal’s business.
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Thompson, Siegel, & Walmsley LLC ("TSW") is a registered investment adviser located in Richmond, VA and founded in 1969.

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INVESTMENT PERSPECTIVE

We seek to invest where the market has underpriced a company relative to our estimate of value, where we can identify potential catalysts to close the gap between our perception and the market’s perception of value and where we see an asymmetric return profile with much greater upside potential than downside risk.