We see opportunity differently

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TSW's disciplined investment process is designed to identify opportunity where mispricing results from indifference, low expectations and sometimes even outright disdain. Our focus is on buying businesses at a discount to their intrinsic value and using a diversified portfolio of differentiated ideas to drive superior returns.

TSW embraces a probabilistic approach to risk. We work to understand the probabilities associated with a range of outcomes in an uncertain world. Return potential is best when uncertainty about outcomes creates a gap between market price and intrinsic value. Certainty is an expensive illusion, and the popular path is littered with disappointments.

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