Thomas White International Announces Launch of UCITS Global Equity Strategy New fund seeded by South African private client wealth manager, Citadel Investment Services Pty Ltd. Business Wire CHICAGO -- May 15, 2013 Thomas White International, Ltd. is pleased to announce the launch of Thomas White Worldwide Funds plc., a self-managed UCITS IV structure regulated by the Central Bank of Ireland, which makes the firm’s global and emerging markets strategies more accessible to institutional investors across the globe. The Thomas White Global Equity Fund, now open to investors, is the first offering under the firm’s UCITS umbrella fund. The new global equity strategy is now available to investors through a series of pooled fund share classes across multiple currencies, USD, GBP, and EUR. Apart from being more cost effective, the UCITS vehicle reduces the operational complexities of managing globally diversified portfolios using segregated accounts. This strategy may be offered to retail investors in the future, once the UCITS umbrella structure builds a larger asset base. Dr. BM Griesel, Director, Asset Management of Citadel Investment Services Pty Ltd, commented, “We are very pleased to have the opportunity to invest offshore on behalf of our clients into the Thomas White global equity strategy. We believe this to be a core global equity offering with a consistent value bias, managed by a highly experienced team, and its distinguished, long track record is testament to a carefully constructed, tried and tested investment process.” Thomas S. White, Jr., president, Thomas White International, added, “A differentiated investment approach that is 70% quantitative and 30% fundamental sets the firm apart from most other managers.” The firm’s research process divides the Global/Emerging Markets universes into industry/country sub-groups based on specific fundamental and market related metrics which helps establish a company's long-term relative value. Qualitative information is added as the final step in the stock selection process. These independent bets roll-up at the final portfolio level, compounding the winning percentage without taking the explicit style or higher tracking error risks associated with other peer approaches. “This method identifies out-of-favor investment opportunities while mitigating risk through meticulous stock selection and experienced decision-making by a senior investment committee,” White commented. The Prospectus and Key Investor Information Documents are available at www.thomaswhiteworldwidefundsplc.com. About Thomas White International Thomas White International is a U.S. registered investment advisor founded in 1992 by Thomas S. White, Jr., a former managing director of Morgan Stanley Asset Management. It manages $2.1 billion as of March 31, 2013 across global, international and domestic portfolios using a value style. In addition to the Thomas White family of no-load mutual funds, which includes the flagship Thomas White International Fund, the Thomas White Emerging Markets Fund, and the Thomas White American Opportunities Fund, Thomas White International offers global, international and emerging markets products for SMA programs and separately managed accounts. Please visit www.thomaswhite.com for more information. About Citadel Investment Services Pty Ltd Citadel Investment Services Pty Ltd is a South African private client wealth management company, providing a full range of investment advisory services to a significant number of financially independent individuals and families. Assets under management currently amount to just over $2.5 billion. The focus is on guiding financially responsible people through the process of securing and maintaining their financial independence. Citadel's global solution incorporates financial and investment planning in all the major currencies, comprehensive estate and fiduciary planning including local & offshore trust advice and international holding structures. Citadel Investment Services Pty Ltd is registered as an investment manager with the South African Financial Services Board (FSB). It is a wholly-owned, fully autonomous subsidiary of Peregrine Holdings Limited, a specialized financial services group listed on the Johannesburg Securities Exchange. ©2013 Thomas White International, Ltd. All Rights Reserved. Contact: Thomas White International Christopher Neill, CFA 440 South La Salle Street, Suite 3900 Chicago, Illinois 60605 Phone: 312-663-8300 | Fax: 312-663-8323 Email: firstname.lastname@example.org
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Thomas White International Announces Launch of UCITS Global Equity Strategy
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