TSW Invest
- Company typePrivate
- Founded1969
- HeadquartersRichmond, United States
- Headcount101–250
- GTM typeB2B
- OfferingServices
TSW Invest firmographics
Firmographics- Name
- TSW Invest
- Legal name
- Thompson, Siegel & Walmsley LLC
- Website
- https://tswinvest.com
- Company type
- Private
- Founded year
- 1969
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Ownership category
- akta.pro rank
TSW Invest industry classification
Industry- Product category
- Institutional Asset Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Finance Services (6199)
- akta.pro primary industry
- High-Net-Worth (HNW) Private Banking (FSABADAB)
Keywords
Where TSW Invest is headquartered
LocationHeadquarters
- HQ city
- Richmond
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
TSW Invest business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others
Revenue model
- Investment Management Fees: TSW generates revenue through management fees assessed on assets under management (AUM). Fees are charged across separate account mandates and sub-advised mutual fund strategies, with typical institutional fee structures based on AUM tiers.
- Strategic Advisory Services: The firm provides advisory services to institutional and high-net-worth clients, generating fee revenue for investment consulting and portfolio advisory engagements.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Quarterly | Institutional Separate Accounts - Custom fee schedules negotiated based on AUM and strategy |
Go-to-market motion1 record
Distribution channels4 records
Marketing channels4 records
TSW Invest product offering
Product offeringCore offering
TSW is a value investment boutique providing actively managed investment strategies across U.S. and international equities, fixed income, multi-asset income, and alternatives for institutional and strategic advisory clients. Strategies are offered through institutional separate accounts, sub-advised mutual funds distributed on the Transamerica and Perpetual platforms, and collective trust vehicles. The firm also provides customized Strategic Advisory services for institutional clients and partners, with all investment, trading, and operational functions conducted in-house.
Product overview
TSW Invest operates as a value investment boutique offering a comprehensive suite of investment strategies across U.S. and international equities, fixed income, and multi-asset solutions. The firm provides nine distinct investment vehicles including Large Cap Value, Mid Cap Value, SMID Cap Value, International Equity, International Small Cap, Emerging Markets, Core Plus Fixed Income, High Yield Bond, and Multi-Asset Income funds. Additionally, the firm offers Strategic Advisory services for institutional clients. All strategies follow a disciplined, bottom-up fundamental approach to value investing, managed by in-house teams. The funds are available as separate accounts, sub-advised mutual funds distributed through Transamerica and Perpetual, and collective trust vehicles.
Differentiator
Problem solved
Functional benefit
Products and services
- Large Cap Value U.S. equity strategy seeking to outperform the Russell 1000 Value Index through bottom-up fundamental analysis of large-cap value stocks. Available to institutional and strategic advisory clients.
- Mid Cap Value U.S. equity strategy targeting the Russell Midcap Value Index, focusing on mispriced stocks with identifiable catalysts and favorable risk/reward profiles over 18-36 month horizons. Available to institutional and strategic advisory clients.
- SMID Cap Value U.S. small-to-mid cap equity strategy seeking to outperform the Russell 2500 Value Index through disciplined value investing. Available to institutional and strategic advisory clients.
- International Equity International developed markets equity strategy targeting the MSCI EAFE Index, applying bottom-up fundamental analysis across 21 developed market countries. Available to institutional and strategic advisory clients.
- International Small Cap International small cap equity strategy seeking to outperform the MSCI EAFE Small Cap Index, focusing on smaller companies often neglected by larger managers. Available to institutional and strategic advisory clients.
- Emerging Markets Emerging markets equity strategy targeting the MSCI Emerging Markets Index, investing across 24 EM countries with a bottom-up fundamental approach. Available to institutional and strategic advisory clients.
- Core Plus Fixed Income Intermediate bond strategy seeking to outperform the Bloomberg U.S. Aggregate Index, with up to 20% allocation to non-investment grade credit. Available to institutional and strategic advisory clients.
- High Yield Bond High yield bond strategy targeting the ICE Bank of America Merrill Lynch US High Yield Constrained Index, focusing on BB and B rated credit with limited CCC exposure. Available to institutional and strategic advisory clients.
- Multi-Asset Income Multi-asset class strategy combining common equity (20-60%), high yield (20-60%), and preferred stocks (0-40%) to provide downside protection with a 300-500 bps yield premium over the S&P 500. Available to institutional and strategic advisory clients.
- Strategic Advisory Customized investment advisory services for institutional clients and strategic partners seeking tailored portfolio solutions beyond off-the-shelf strategies. For additional details on Alternative offerings, prospective clients must contact [email protected].
Quantifiable outcome
- Multi-Asset Income strategy delivers income objective of 300-500 bps over S&P 500 Index dividend yield with emphasis on downside protection
- +1 more outcomes
Companies that use TSW Invest
Customer profileSegments3 records
Ideal customer profiles3 records
TSW Invest technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
TSW Invest partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core and minor.
- TransamericacoreTransamerica Capital, Inc. serves as the principal distributor for multiple TSW sub-advised mutual funds including Transamerica Multi-Asset Income (TSHIX), Transamerica International Equity, Transamerica International Small Cap Value, Transamerica Mid Cap Value Opportunities, and other strategies. Transamerica is not affiliated with TSW.
- Perpetual Americas FundscorePerpetual Americas Funds Services serves as adviser and Perpetual Americas Funds Distributors, LLC (member FINRA) serves as distributor for TSW sub-advised mutual funds including TSW High Yield Bond Fund (TSWHX), TSW Core Plus Bond Fund (TSWFX), TSW Large Cap Value Fund (TSWEX), and TSW Emerging Markets Fund (TSWMX).
- Energage, LLCminorThird-party employee feedback survey company that conducted the survey resulting in TSW's Top Workplace in Richmond recognition. The survey was conducted independently with no compensation provided to obtain or use the rating.
Scale indicators4 records
Recent moves7 records
Expansion highlights5 records
TSW Invest competitors and assessment
Company assessmentDirect peers
- Pzena Investment Management: Pzena is a publicly-traded value investment boutique applying classic fundamental value investing across global equities, closely matching TSW's bottom-up value discipline and institutional separate-account model.
- Brandywine Global Investment Management: Brandywine Global is a value-oriented fixed income and equity boutique serving institutional clients globally via separate accounts, directly comparable to TSW's income and equity value strategies.
- Boston Partners: Boston Partners (part of Robeco) is a value equity boutique running large-cap, mid-cap, and small-cap value strategies for institutional clients, mirroring TSW's strategy lineup.
- Westwood Holdings Group: Westwood is a value-focused asset manager offering large-cap value, small-cap value, and income strategies to institutions, closely aligned with TSW's value mandate mix.
- Epoch Investment Partners: Epoch is a global equity manager with a strong value orientation serving institutional and intermediary clients through separate accounts and sub-advisory, comparable to TSW's distribution model.
- Ariel Investments: Ariel is a value boutique focused on US small-to-mid and international value equities for institutional and intermediary clients, structurally similar to TSW's US and Non-US value strategies.
- Cardinal Capital Management: Cardinal is a small US value boutique managing concentrated value equity portfolios for institutions and families, a tight comparable to TSW on size, style, and client mix.
- JOHCM (J O Hambro Capital Management): JOHCM is TSW's affiliate under the Perpetual/Pendal umbrella, offering value-oriented international and global equity strategies to institutional clients via separate accounts and sub-advisory.
Broad incumbents
- Lazard Asset Management: Lazard Asset Management is a large global asset manager offering value equity, international, and income strategies alongside active and quantitative products, overlapping with TSW but with much broader scale.
Regional players
- Touchstone Investments: Touchstone is a US-domiciled mutual fund complex that distributes value and income sub-advised strategies through intermediary channels, comparable as a sub-advisory distribution counterparty similar to Transamerica and Perpetual for TSW.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
TSW Invest social profiles
Digital presenceTSW Invest financial estimates
Financial estimateRevenue estimate
Valuation estimate
TSW Invest leadership team
Management profileNumber of profiles
Profiles12 records
TSW Invest funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
TSW Invest M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about TSW Invest
What does TSW Invest do?
TSW is a value investment boutique providing actively managed investment strategies across U.S. and international equities, fixed income, multi-asset income, and alternatives for institutional and strategic advisory clients. Strategies are offered through institutional separate accounts, sub-advised mutual funds distributed on the Transamerica and Perpetual platforms, and collective trust vehicles. The firm also provides customized Strategic Advisory services for institutional clients and partners, with all investment, trading, and operational functions conducted in-house.
Is TSW Invest a public or private company?
TSW Invest is a private company. It is classified as corporate owned and is currently operating.
When was TSW Invest founded?
TSW Invest was founded in 1969. It employs 101 to 250 people.
Where is TSW Invest based?
TSW Invest is headquartered in Richmond, United States, in the North America region.
How does TSW Invest make money?
Two revenue lines are on record. Investment Management Fees are the primary driver. The others are strategic Advisory Services.
Who are TSW Invest's main competitors?
Direct peers on record are Pzena Investment Management, Brandywine Global Investment Management, Boston Partners, Westwood Holdings Group, Epoch Investment Partners, Ariel Investments, Cardinal Capital Management and JOHCM (J O Hambro Capital Management). Lazard Asset Management is listed as a broad incumbent. Touchstone Investments is listed as a regional player.
Does TSW Invest have an API?
No public API is recorded for TSW Invest.
What industry is TSW Invest in?
TSW Invest's product category is Institutional Asset Management. Its primary akta.pro industry code is FSABADAB, High-Net-Worth (HNW) Private Banking. Its NAICS code is 523940 and its SIC code is 6199.