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.
Choose a Strategy:
TSW Strategic High Income
|Asset Class / Style||Multi-Asset Class / Value|
|AUM||$229 MM (as of 9/30/2018)|
Sub-Advised Mutual Fund (TSHIX) Transamerica Strategic High Income1
|Product Commentary||Click Here to Request Quarterly Commentary|
|Disclosures||GIPS® Disclosure - Strategic High Income|
|Annualized Performance: Total Return|
||1 Year||3 Years||5 Years||7 Years||Since Inception|
|TSW Strategic High Income (gross)||4.88||10.02||10.39||8.69||10.67||9.72|
|TSW Strategic High Income (net)||4.80||9.67||10.01||8.30||10.26||9.32|
|S&P 500® Index||7.71||17.91||17.31||13.95||16.91||13.96|
Note: The inception date of this strategy is 12/31/2009.
1 Investing involves risk including loss of principal. For more information pertaining to the mutual fund products above, including investment objectives, risks, charges and expenses, obtain a prospectus. Read the prospectus carefully before investing or sending money. Neither this material nor any accompanying oral presentation or remarks by a representative of the distributors is intended to constitute a recommendation of the funds or a determination of suitability for any investor. Transamerica Strategic High Income is distributed by Transamerica Capital, Inc., which is not affiliated with Thompson, Siegel & Walmsley LLC or any other affiliate. To request a copy of the prospectus, you may call 1-888-233-4339. Only I share class tickers are shown. Contact the adviser or distributor at the links below for specific share class information.
For more information on Transamerica Strategic High Income, visit www.transamerica.com or call 1-800-851-7555.
Performance represents the Strategic High Income 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.
The portfolio is actively managed and holdings are subject to change, and should not be considered as investment recommendations to buy individual securities. Allocations exclude cash and may not total 100%.