About TSWMX
TSW Emerging Markets Institutional Fund is a mutual fund that focuses on long-term capital appreciation by investing predominantly in equity securities of companies based in or economically tied to emerging market countries, including frontier markets. The fund employs a bottom-up, fundamental investment process, targeting companies whose shares appear undervalued relative to their intrinsic worth. Emphasizing rigorous company and industry research, the strategy seeks to identify mispriced stocks with catalysts for positive change and a strong reward-to-risk profile, aiming to outperform the MSCI Emerging Markets Index over a market cycle. The portfolio is diversified across sectors and geographies, with significant holdings in major firms such as Taiwan Semiconductor Manufacturing, Tencent Holdings, and Samsung Electronics, allowing exposure to technology, financial services, and consumer sectors. Intended for institutional investors, the fund features a relatively low expense ratio and requires a higher minimum investment, reflecting its focus on large-scale investors seeking access to the growth potential and diversification benefits of global emerging markets.
Fund Family TSW
Category Diversified Emerging Mkts
Performance Rating Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol TSWMX
Share Class Institutional Shares
Index Index is not provided by Management Company
TSWMX had a total return of 15.04% in the past year, including dividends. Since the fund's
inception, the average annual return has been 14.10%.
