Thompson, Siegel & Walmsley LLC

Overview

Thompson, Siegel & Walmsley LLC (TSW) is a registered investment adviser based in Richmond, Virginia, founded in 1969. The firm offers 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. TSW manages assets for corporate and public institutions, including retirement funds, nonprofits, endowments, and foundations. The firm also manages four mutual funds for individual investors. TSW is an affiliated asset manager within Old Mutual Holdings, the U.S.-based asset management business of Old Mutual, an international financial services company providing asset management, insurance, and banking services worldwide. TSW's investment philosophy focuses on independent fundamental research to develop a variant view of investment opportunities designed to generate competitive risk-adjusted returns. The firm manages equities, fixed income, and alternative strategies for clients. TSW holds its associates to strict ethical standards, emphasizing the importance of maintaining clients' trust and confidence. The firm's reputation is considered one of its most vital assets, and maintaining clients' trust and confidence is of paramount importance. TSW's unique, shared culture of compliance permeates throughout the firm. The firm's investment approach is designed to offer attractive returns with a reasonable margin of safety, focusing on preserving capital and building long-term wealth through independent thinking and disciplined, fundamental research. TSW invests alongside its clients, building trust through integrity, accountability, and clear communication. The firm's founders adopted an investment philosophy called Central Value, designed to offer attractive returns with a reasonable margin of safety. TSW has evolved and grown but retains the core principles of value investing, alignment, integrity, and accountability established more than a half-century ago. TSW has been recognized in the CNBC Financial Advisor 100 list, ranking No. 66 in 2024 and No. 81 in 2023, reflecting its significant presence in the investment management industry. The firm's total assets under management (AUM) were reported as $19 billion in 2024 and $17.5 billion in 2023, indicating its substantial growth and influence in the market. TSW's commitment to ethical standards and client trust has been a cornerstone of its operations, contributing to its longstanding success and reputation in the investment management sector.

Investment Focus

• Accredited investors only
• Long-term investment horizon

Portfolio Companies