Investing is
our Passion.

Exceptional client service
is our North Star.

A global investment management firm providing investment and advisory services to families and institutions since 1969.

As of  June 30, 2024

$19.4B

Assets Under Management

55

YEARS OF OPERATION

69

EMPLOYEES

24

AVERAGE YEARS OF INDUSTRY EXPERIENCE

Who We Are

We are a value investment boutique providing high-level client service, differentiated thinking and competitive investment returns for over 50 years. We are a Delaware limited liability company and an SEC registered* investment adviser founded in 1969 and based in Richmond, Virginia. TSW operates as an indirect wholly owned subsidiary of Perpetual Limited.

*Registration does not imply a certain level of skill or training.

What We Do

We deliver a disciplined approach to value investing with tailored reporting, communication, and service within a culture of compliance and clear alignment of interest with our clients.

What We Offer You

We offer a full range of investment management strategies including U.S. and Non-U.S. Equities, Income Strategies, Balanced portfolio strategies and Alternatives for both Institutional and Strategic Advisory clients.
Strategic Advisory
ALternatives
More

Contact Us

For more detailed information on our Alternative offerings, please reach out to [email protected]

North Bank Trail

Oregon Hill Neighborhood; Richmond, VA

The TSW Difference

There is more to investing than just taking a passive approach. At TSW, we combine a disciplined, value-driven investment approach with comprehensive operational capabilities and a client-centric culture striving to deliver superior active investment management in a rapidly changing world.

Top Work Places 2024 Richmond Times Dispatch
We are proud to be named a Top Workplace in Richmond*