We see opportunity differently
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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TSW Small Cap Value
|Asset Class / Style||U.S. Equity / Value|
|AUM||$214 MM (as of 9/30/2018)|
|Product Commentary||Click Here to Request Quarterly Commentary|
|Disclosures||GIPS® Disclosure - Small Cap Value|
|Annualized Performance: Total Return|
||1 Year||3 Years||5 Years||7 Years||10 Years|
|TSW Small Cap Value (gross)||0.01||9.01||8.52||6.73||13.86||8.43|
|TSW Small Cap Value (net)||-0.18||8.33||7.71||5.92||12.98||7.58|
|Russell 2000® Value Index||1.60||9.33||16.12||9.91||15.26||9.52|
Performance represents the Small Cap Value composite and is preliminary. Past performance is no guarantee of future results.
The time-weighted Gross and Net performance stated above reflect the deduction of brokerage commissions and the reinvestment of dividends and other income. Gross performance does not include the deduction of investment management fees. The full disclosure statement is located at the top of the page in the "Disclosure" area.
Benchmark Source: Russell Investments. Russell Investment Group is the source and owner of the trademarks, service marks and copyrights related to the Russell Indexes. Russell® is a trademark of Russell Investment Group.