 |
|
| November 21, 2008 |
|
|
 |
 |
|
|
|
|
| Thomson Horstmann & Bryant (THB) was formed in 1982 to provide small capitalization equity portfolio management to institutional clients. Over the last 26 years, THB has evolved to offer comprehensive portfolio management across the entire smaller capitalization spectrum. |
|
|
|
|
|
Our ability to manage flexible allocations from micro cap through mid cap using both commingled funds and separately managed accounts makes THB ideal for smaller plans seeking efficient exposure to sub-S&P 500 capitalization ranges as well as for larger plans looking for long-standing, specialized expertise in these cap ranges.
As of June 30, 2008, THB managed $2.265 billion for private corporations, state and municipal retirement systems and endowments and foundations under the leadership of the three founding principals. Mess. Thomson, Horstmann, & Bryant, each with over 30 years of investment experience, have earned the reputation for taking measured, meaningful positions in a company's stock and approaching it as a long-term investment. As a result, THB is able to access a company's top management, which we believe is a crucial requirement for investing in an area of the market less closely followed by Wall Street analysts. The founders have instilled in the firm's next generation of portfolio managers the same patient, research-based investment philosophy and process. The result is a dynamic blend of energy and experience that characterizes both the investment team and organizational environment at THB.
|
|
|
 |
|
|
|
|
|
|
Assets Distribution by Product Strategy
|
|
Assets Distribution by Client Type
|
|
|
|
|
As of 9/30/2008
|
|
As of 9/30/2008
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Alexander J. Thomson, Richard A. Horstmann, and William W. Bryant, Jr. founded Thomson, Horstmann & Bryant, Inc. in 1982. The three founding principals shared equal ownership in the firm and have spent their entire professional investment history working closely as a team.
In June of 1997, THB transferred their ownership of the firm through a sale to United Asset Management ("UAM"). From June 1997 until October 2000, the firm was a wholly owned subsidiary of UAM, a publicly traded U.S. company listed on the New York Stock Exchange.
UAM was subsequently purchased by Old Mutual plc, a London-based, FTSE 100 global financial services organization.
Today THB is part of Old Mutual Asset Management, a group of over 20 member firms, each of which has its own entrepreneurial culture and focused investment expertise. |
|
 |
|
|
 |
