Views and News

Haxall Canal Walk Murals

Downtown; Richmond, VA

Haxall Canal Walk Murals

Downtown; Richmond, VA

ALL
VIEWS
NEWS
Perspectives
December 2024

You're Both Right, But You Both Miss The Point.

In recent weeks, The Wall Street Journal and The Financial Times published articles addressing the wide valuation and performance disparity between U.S. stocks and their foreign counterparts. Although they were published within days of each other, the articles reached opposing conclusions.
Read More
Perspectives
October 2024

Land of the Giants

While we are not forecasting a decline in mega-cap stocks, the recent outperformance of these names has led us to capitalize on the more attractive valuations found in the lower market cap deciles within our large-cap universe.
Read More
Perspectives
October 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.
Read More
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.
Read More
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.
Read More
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.
Read More
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.
Read More
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.”
Read More

Stay in the Loop

Subscribe to receive the latest news and updates

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Thompson, Siegel & Walmsley LLC ("TSW") is a registered investment adviser located in Richmond, VA and founded in 1969.

More

You are leaving TSW

You are now leaving the TSW website. This link is provided as a convenience, and Thompson, Siegel & Walmsley is not responsible for the content provided on your destination site.

Continue
Cancel
About UsTeamStrategiesStrategic AdvisoryViews & NewsCareersContact Us
CONTACT US
tswinfo@tswinvest.com(804) 353-45006641 West Broad Street
Suite 600
Richmond, VA 23230
More

You are leaving TSW

You are now leaving the TSW website. This link is provided as a convenience, and Thompson, Siegel & Walmsley is not responsible for the content provided on your destination site.

Continue
Cancel
LegalPrivacy PolicyRisk DisclosuresForm ADV Part 2AForm ADV Part 2BForm CRS
JOHCM
More

You are leaving TSW

You are now leaving the TSW website. This link is provided as a convenience, and Thompson, Siegel & Walmsley is not responsible for the content provided on your destination site.

Continue
Cancel
Perpetual
More

You are leaving TSW

You are now leaving the TSW website. This link is provided as a convenience, and Thompson, Siegel & Walmsley is not responsible for the content provided on your destination site.

Continue
Cancel
© XXXX Thompson, Siegel & Walmsley LLC ("TSW"). All rights reserved. TSW is an investment adviser registered with the SEC. Registration does not imply a certain level of skill or training. All information contained herein is believed to be correct, but accuracy cannot be guaranteed. TSW and its employees do not provide tax or legal advice. This website is for U.S. investors only. If Non-U.S. investor, please consult the rules and legal requirements for your specific jurisdiction. TSW is an indirect wholly owned subsidiary of Perpetual Limited.

*The Top Work Place award, granted by the Richmond Times Dispatch, is based solely on employee feedback collected through Energage, LLC, a third-party survey company. No compensation was provided to obtain or use this third-party rating.

‍General Economic & Market Commentary Disclosure: Any comments and general market related projections are based on information available at the time of writing and believed to be accurate; are for informational purposes only, are not intended as individual or specific advice, may not represent the opinions of the entire firm and may not be relied upon for future investing. Certain information contained in this material represents or is based upon forward-looking statements, which can be identified by the use of terminology such as "may", "will", "should", "expect", "anticipate", "target", "project", "estimate", "intend", "continue" or "believe" or the negatives thereof or other variations thereon or comparable terminology. Due to various risks and uncertainties, actual events or results or the actual performance of an Account may differ materially from those reflected or contemplated in such forward-looking statements. Investors are advised to consult with their investment professional about their specific financial needs and goals before making any investment decisions. Past performance is not indicative of future results.
(804) 353-4500tswinfo@tswinvest.com
More

You are leaving TSW

You are now leaving the TSW website. This link is provided as a convenience, and Thompson, Siegel & Walmsley is not responsible for the content provided on your destination site.

Continue
Cancel
U.S. Equities
Non-U.S. Equities
Income Strategies
Alternatives
SMID Cap Value
Mid Cap Value
Large Cap Value
International Equity
International Small Cap
Emerging Markets
Core Plus
High Yield Bond
Multi-Asset Income

For more detailed information on our Alternative offerings, please reach out to tswinfo@tswinvest.com

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.