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March 10, 2010
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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.
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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 December 31, 2009, THB managed $1.81 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.
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Assets Distribution by Product Strategy
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Assets Distribution by Client Type
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As of 12/31/2009
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As of 12/31/2009
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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.
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