Sign up to create alerts for Instruments,
Economic Events and content by followed authors
Free Sign Up Already have an account? Sign In
Quotes
All Instrument Types
- All Instrument Types
- Indices
- Equities
- ETFs
- Funds
- Commodities
- Currencies
- Crypto
- Bonds
- Certificates
Please try another search
🎢 Market Turbulence? These 20 Stocks Boast a Perfect Piotroski Score and 40%+ Upside
Read more
8.87
0.00
0.00%
08/05 - Delayed Data. Currency in USD
Type:
Fund
Market:
United States
Issuer:
Thomas White Funds
Underlying:
MSCI EM Net USD
Asset Class:
Equity
- Morningstar Rating:
- Total Assets: 1.27M
Thomas White Emerging Markets I
8.87
0.00
0.00%
- General
- Chart
- News & Analysis
- Technical
- Forum
- Overview
- Profile
- Historical Data
- Holdings
Thomas White Emerging Markets Fund Class I Overview
On this page you'll find an in-depth profile of Thomas White Emerging Markets Fund Class I. Learn about the key management, total assets, investment strategy and contact information of TWIIX among other information.
Investment Strategy
The investment seeks long-term capital growth. The fund invests primarily (at least 80% of its net assets plus borrowings for investment purposes, if any) in securities of companies located in or whose businesses are closely associated with the world's emerging markets countries. An "emerging markets" country includes: (i) any country having an economy or market that is considered by the International Monetary fund or World Bank to be developing; or (ii) is a recent (within 2 years) or current index member in the Morgan Stanley Capital International Emerging Markets Index (the "MSCI Emerging Markets Index"), the fund's benchmark.
Contact Information
Address
440 S. LaSalle Street Suite 3900
Chicago,IL 60605
United States
Chicago,IL 60605
United States
Phone
+1 8008110535
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Rex Mathew | Senior Vice President | 2016 | 2020 |
| Biography | Rex is responsible for fundamental research on companies based in India for the firm’s international and emerging markets portfolios. In addition, he leads the global macro and industry analysis efforts that supports the firm’s investment research by adding broader context and perspective to company level analysis. He is also responsible for the portfolio reviews and commentary for the Thomas White Funds as well as institutional accounts at the firm. Rex joined Thomas White’s Bangalore office in 2007 as the manager of Global Markets Research group. Prior to that, he was a financial columnist covering the financial markets and the economy for one of the leading online publications in India. | ||
| Douglas M. Jackman | Executive Vice President | 2016 | 2020 |
| Biography | Doug Jackman is an Executive Vice President of Thomas White International, Ltd. which he joined in 1995. He is a member of the Thomas White Investment Committee. Mr. Jackman joined the firm after graduating from the MBA program at the University of Chicago with a major in Finance and Accounting. Earlier, he worked with Morgan Stanley in New York, developing equity and FX trading systems. He has a BA degree from the University of Chicago where he served as a research assistant at the Center for Research in Security Prices. Doug is an active member of the CFA Society of Chicago. | ||
| Wei Li | Executive Vice President | 2016 | 2020 |
| Biography | Dr. Li joined Thomas White International in 1994 and covers Asian companies, including the Far East and Indian sub-continent markets. As a part of the Thomas White Investment Committee, he participates in the review of each portfolio adjustment suggested by the firm’s security analysts. Wei was earlier a research associate in Operations Research at Rensselaer Polytechnic Institute where he studied investments and finance. Prior to that, he was a postdoctoral Fellow at McGill University in Montreal. Dr. Li received his PhD from Purdue University. He is a native of Nanjing, China, where he received his B.S. and M.S. degrees from Nanjing Normal and Nanjing University. | ||
| Jinwen Zhang | Director of Research | 2016 | 2020 |
| Biography | Dr. Zhang is the Director of Research at Thomas White International. She is responsible for companies in the healthcare industry both in the U.S. and internationally. As a senior member of the Thomas White Investment Committee, she participates in the group’s review of portfolio adjustments recommended by security analysts at the firm. Prior to joining Thomas White, Dr. Zhang was a research scientist and instructor at Rush Medical College in Chicago. Earlier, she was a researcher at the Chinese Academy of Science in Beijing. In the field of Biochemistry, she has a B.S. from Beijing University and a PhD from Iowa State University. Dr. Zhang also has an MBA from the University of Chicago in Finance and Accounting. | ||
| Jianzhong (John) Wu | Executive Vice President | 2016 | 2020 |
| Biography | Dr. Wu joined Thomas White International in 1997 and is a member of the firm’s Investment Committee. Designing many of the firm’s industry-specific valuation techniques, Dr. Wu covers energy stocks in North America and Europe and emerging markets stocks in Eastern Europe and the Middle East. John left the firm in 2007 to work with Crabel, a hedge fund, and returned to his former position in 2009. Prior to Thomas White, John was a research assistant with the University of Wisconsin System Trust Fund. Earlier he worked at the Chinese Ministry of Nuclear Industry after receiving a B.S. in Nuclear Engineering from Tsinghua University in Beijing. Furthering his education in America, he earned a Ph.D. in Physics, and an M.S. in Finance, Banking and Investments from the University of Wisconsin. | ||
| Ramkumar Venkatramani | Director of Portfolio Management | 2016 | 2020 |
| Biography | Ramkumar Venkatramani joined Thomas White International in 2007 and covers Japanese companies for the firm’s global and international portfolios. In June 2013, he became a member of the Thomas White Investment Committee, which reviews all changes in the investment portfolios. Prior to joining the firm, Mr. Venkatramani was a research analyst at Five Star Capital Management in New York, where he used a variety of quantitative methods to develop index options strategies for momentum and directional trading. He has a Bachelor of Engineering degree from the University of Madras and a Certificate in Financial Risk Management from New York University. | ||
| Thomas S. White | Chairman,President | 2010 | 2018 |
| Biography | Thomas White is the President and CIO of Thomas White International, Ltd. which he founded in 1992. As Chief Investment Officer, he heads the firm’s Investment Committee, which is comprised of seven senior analysts who confirm all portfolio decisions. Mr. White has over 40 years of investment experience, commencing in 1966 when began his career at Goldman Sachs after graduating from Duke University. He was an officer of Lehman Brothers and later worked for Blyth Eastman Dillon. As Managing Director of Morgan Stanley, Mr. White was the CIO for the institutional value style portfolios and funds at Morgan Stanley Asset Management for 14 years. As head of the firm’s global investment professionals, Mr. White is responsible for the management of the firm’s domestic, international and global portfolios. The Investment Committee is supported by the firm’s security analysts in the United States and Asia who produce investment research covering nearly 5,000 companies in 48 countries around the world. | ||
| Rishabh Halakhandi | Senior Analyst | 2016 | 2016 |
| Biography | Rishabh Halakhandi joined Thomas White International in 2007 and covers U.S., Canadian and European companies in the technology, communication, services and energy sectors. Beginning in June 2013, he became a member of the Thomas White Investment Committee, which reviews all changes in the investment portfolios. Earlier, Mr. Halakhandi was a programming analyst at Goldman Sachs Services Pvt. Ltd. in Bangalore, India, where he was part of the team developing technology systems for Goldman Sachs Asset Management. He has a Bachelor and Master of Technology degrees in Computer Science and Engineering from Indian Institute of Technology (IIT), Kanpur. | ||
Write your thoughts about Thomas White Emerging Markets Fund Class I
Are you sure you want to delete this chart?
Delete Cancel
Replace the attached chart with a new chart ?
Replace Cancel
Comment Guidelines
Add Chart to Comment
Confirm Block
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
Report this comment
I feel that this comment is:
Comment flagged
Thank You!
Your report has been sent to our moderators for review