We’re still hearing inspiring feedback from attendees who joined TSW and other?portfolio managers at “Stepping Outside the Echo Chambers,” which featured diverse perspectives and lively discussions about shifting dynamics in global markets investing.? ? Our CIO, Brett Hawkins, participated in an engaging panel exploring the evolving relationship between growth and value, and how investors are embracing new pathways to generate alpha. Beyond breaking down the binary debate, Brett highlighted his thoughts on the current market environment, and the similarities between today and that of the last market top/bubble in 2000. ? As we sit in a 15-year growth cycle at one of the most expensive periods in market history for the broad U.S. market, Brett believes the opportunity set within value has rarely looked better from both an absolute and relative return perspective. ? Curious to learn more about TSW’s investment philosophy? Visit our website at https://www.tswinvest.com/. #tswinvest
关于我们
Thompson, Siegel & Walmsley LLC ("TSW") is a registered investment adviser located in Richmond, Virginia founded in 1969. Our goal is to understand, meet and exceed each client's expectation of value by delivering consistent excess returns and excellent client service. A sound investment philosophy, based on fundamental concepts of value is TSW's cornerstone. For over five decades, TSW has carefully assembled the right components and strived to produce a high likelihood of success for our clients. TSW's experienced team of professionals is focused on understanding and meeting our clients' unique investment goals. TSW has a diverse client base that includes corporations, pensions and profit-sharing plans, 401(k) and thrift plans, trust, estates and other institutions and individuals. TSW’s sole line of business is investment management and 100% of TSW’s revenue comes from the firm’s clients’ assets under management. TSW disclaims any responsibility or liability for any errors, omissions, losses or damages claimed or incurred due to any TSW associate's postings on social media.
- 网站
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https://www.tswinvest.com
TSW (Thompson, Siegel & Walmsley LLC)的外部链接
- 所属行业
- 投资管理
- 规模
- 51-200 人
- 总部
- Richmond，Virginia
- 类型
- 私人持股
- 创立
- 1969
- 领域
- Investment Management
地点
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主要
获取路线
6641 West Broad Street
Suite 600
US，Virginia，Richmond，23230
TSW (Thompson, Siegel & Walmsley LLC)员工
动态
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Small- and mid-cap equities, as represented by the Russell 2500? Index, currently account for just under 12% of the broad U.S. investable market—a proportion not seen in the last 30 years, and even lower than the prior trough of the dot-com bubble in 2000. This shift can largely be attributed to investors’ growing preference for larger-cap stocks, particularly those within the "Magnificent Seven," which have experienced sustained outperformance. Given the recent underperformance of the SMID asset class and its potential for diversification away from the dominant large-cap names driving U.S. indices, we believe now is an opportune time to reassess its value. #tswinvest
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Join us in welcoming Michael Kroll, the most recent addition to the TSW family! Michael joins us as a Portfolio Manager with our TSW Strategic Advisory team. ? Welcome to TSW, Michael! #tswinvest
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Check out our brand new website at https://www.tswinvest.com/ 2Q 2024 Factsheets and Commentary now available! #tswinvest
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Given the prolonged dislocation between value and growth, we believe it is more imperative than ever to highlight the seemingly nuanced, but very relevant, different flavors of value. We have attempted to describe the styles of value we believe we are most often competing against in the U.S. equity market, while providing historical context and rationale for why it is crucial for investors to consider given the current market environment HERE:?https://lnkd.in/gEk6Zg64
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Thompson, Siegel and Walmsley LLC was, once again, recognized among Richmond Times-Dispatch Top Workplaces! We extend a heartfelt thank you to our employees for their continued commitment to our culture and our clients. A recognition of this extent would not have been made possible without our employees’ ongoing support and dedication. *This 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. #tswinvest
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Join us in welcoming our 2024 Summer Interns! We are excited to have Taylor McDermott, Byron Newman and Ryan McKenna joining our team for the summer. ? #tswinvest
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TSW is proud to be a sponsor of the 2024 Virginia Behavioral Health Summit in Richmond hosted by VHHA and the VHHA Foundation. #TSWInvest
It’s been a great day so far at the 2024 Virginia Behavioral Health Summit in Richmond. Hosted by VHHA and the VHHA Foundation, the sixth annual Summit brings together hundreds of behavioral health providers, clinicians, and stakeholders from across the Commonwealth. So far, we’ve heard from Governor Glenn Youngkin and Dr. Scott Zeller, MD. Many thanks to program participants and event sponsors for helping make the Summit a success: Augusta Health, Arrowood Addiction Treatment Center, Ballad Health, Carilion Clinic, Centra Health, Eastern Virginia Medical School, Grafton Integrated Health Network, Initial VII Consulting, Mary Washington Healthcare, Qualivis, Riverside Health System, Sentara Health, TSW (Thompson, Siegel & Walmsley LLC), Troutman Pepper, UHS, Unite Us, Valley Health, Virginia Academy of PAs, Virginia Association of Community Based Providers, VCU Health, the Virginia Department of Behavioral Health and Developmental Services (DBHDS), VHHA Solutions, Vizient, Inc, and Williams Mullen. Read more about the event here: https://lnkd.in/ezsN4Etn View the program brochure: https://lnkd.in/e853pqC7
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When considering exposure to U.S. large cap equities, we believe we are living in a unique period where the Russell 1000? Value Index continues to trade at a historic relative valuation discount to its growth counterpart. This is partially explainable by growth’s outperformance in the current cycle, exacerbated heavily by what we believe to be a market exhibiting various signs of a classic bubble that is being expressed more on the growth side of the coin. One can see evidence of this in the material concentration in the Russell 1000? Growth Index, which is at a stark contrast to the more diversified Russell 1000? Value index. Specifically, as of 3/31/2024, the top five names in the Russell 1000? Growth Index (Microsoft, Apple, NVIDIA, Amazon, and Meta) account for nearly 40% of the entire index, representing the highest concentration in more than 20 years. This is compared to the more diversified Russell 1000? Value Index that contains less than 12% in the top five names. ? We believe large cap value remains not only an attractive asset class, but one where active management has been advantageous over time. ? #tswinvest #neverpassive