Thomson Horstmann & Bryant

THB is passionate about managing stable, diversified, niche equity strategies for our corporate, endowment and high net worth investors.

Our Asset Management Approach

THB Asset Management has unique strategies and a flexible, innovative approach you may be looking for. Whether you are a family office, foundation, corporation or high net worth individual, our team can serve your needs.

Asset Management Services

As you search for investment management services, you’re likely seeking firms with a proven investment philosophy, unique strategies that you cannot find elsewhere and a stable team that has experience in multiple market cycles. In essence, you’re looking for a firm to help you invest and manage your assets in a way that enables you to reach your investment goals.

THB Asset Management is an experienced asset management firm with a diverse selection of investment strategies. Our professionals research inefficient, neglected opportunities in the domestic and international developed markets to uncover ideas that provide returns for our clients.

THB Has Experience

Our experienced investment management team has decades of combined experience in domestic and international investment opportunities. We understand the markets, as well as how to translate the raw data into opportunities others may overlook. Our Investment ideas emerge from the inherent inefficiencies of the markets we invest in. THB Asset Management includes portfolio managers, experienced research analysts, traders and administrative personnel who work to bring you niche investment solutions that can serve your long- term investment goals.

THB Asset Management is a pioneer in the field. We started our Small Cap Special Situations strategy in 1982 and launched one of the first US Microcap Strategies in 1998. Then, in 2015, we launched the THB International Opportunities strategy focused on micro cap opportunities in the international developed markets. We believe it is one of the few strategies of its kind offered today and will quickly become part of a growing asset class as witnessed in the US market.

Our Asset Management Strategies

THB Asset Management offers a variety of solutions:

  • THB Micro Cap:This solution provides a long-term strategy by using quantitative and qualitative screening and a valuation-based approach. Our professionals seek companies with high operating metrics that are part of the Russell Microcap Index and may be trading below intrinsic value. Our proprietary Quality Assessment and Risk Ranking allow us to provide strong risk adjusted returns
  • THB Mid Cap:This long-term solution pursues capital appreciation over full market cycles. This strategy holds exactly 30 securities and has a high active share. THB Asset Management seeks out companies on the Russell Midcap Index that have strong operating metrics, low risk and are trading below intrinsic value.
  • THB Small Cap Core:This strategy generally holds up to 90 securities and has a high active share. This long-term solution seeks appreciation by pursuing strong and potentially undervalued companies in the Russell 2000 Index. Our firm uses our proprietary Quality Assessment and Risk Ranking to supplement our 35+year philosophy.
  • THB International Opportunities:This solution generally holds 150 securities from the MSCI World ex-US Small and Microcap Indices and has a high active share. This long-term strategy allows clients to invest in innovative companies from 22 of 23 international developed markets.

How THB Can Help You

If you’re ready for an asset management company that is an experienced, innovative pioneer in its field, contact THB Asset Management online or by calling us at (203) 653-7060.

 

Experience

Founded in 1982, THB has been investing and trading in niche equity markets for over 35 years. Our accomplished team of investment professionals constantly strives to find the best investment ideas to produce outstanding results.

Focus

We are a boutique firm specializing in US Micro, Small, Mid Cap and International Microcap strategies. We maintain a disciplined, market-tested investment philosophy and an active investment approach to create broad diversification and efficient exposure in the respective asset classes.

Advantage

THB is an employee-owned investment management boutique with over 35 years’ experience, a time-tested investment process, and alignment with our clients through our equity ownership and investments in the strategies we manage. We pride ourselves on our entrepreneurial culture and commitment to innovation and improvement.


THB Principals

William W. Bryant, Jr.
Christopher N. Cuesta
William W. Bryant III
Keith E. Dickinson
Manish Maheshwari
Victoria Konstantinova
James M. Kennedy, JD
Doug Henderson

History

In June 2018, we celebrated the 20th anniversary of our US Micro Cap strategy and are proud of the returns we have delivered to clients through the various markets, economic cycles and macro events. We believe our returns are reflective of what the combination of a sound philosophy, consistent investment approach, and an inefficient asset class can deliver to clients.

As we did in 1998 with the launch of one of the industry’s first US Micro Cap portfolios, we recently launched the THB International Opportunities strategy – a microcap strategy focused on the international developed markets. We anticipate a similar opportunity for alpha generation versus more efficient larger cap international stocks. The combination of the two microcap strategies allows our clients to create one of the first global micro cap portfolios focused solely on the developed markets.

We have a robust, systematic process that encompasses all facets of risk including ESG factors. We are a signatory of the Principles for Responsible Investment Initiative (UNPRI) and the Montreal Carbon Pledge.

We would greatly enjoy the opportunity to share our process and philosophy with you.

Research