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July 30, 2010
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Thomson Horstmann & Bryant (THB) is a boutique investment advisor
that has specialized exclusively in smaller company strategies
for almost 30 years. The firm has evolved to offer comprehensive
portfolio management services including Micro Cap, Small Cap Core,
Small Cap Value, and Small Cap 130/30.
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The firm currently manages approximately $1.7 billion on behalf of corporations,
state and municipal retirement systems, endowments and foundations, and Taft-Hartley
clients nationally. Our history is rich with experience managing allocations
on behalf of large plan sponsors, while our range of commingled trusts also makes
THB ideal for smaller plans seeking well diversified and efficient exposure to the market.
THB has 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 a segment of the market less closely followed by Wall Street analysts.
We are committed to building long term partnerships with our clients by providing
investment products that help achieve their long term goals. Our entrepreneurial
culture and boutique structure allows us to embrace the unique needs and preferences
they may have. Notably, over 60% of our clients have been with us in excess of 10 years.
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Assets Distribution by Product Strategy
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Assets Distribution by Client Type
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As of 6/30/2010
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As of 6/30/2010
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Thomson Horstmann & Bryant was formed in 1982, equally owned by the founding
principals at that time. 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.
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