Our Approach to Investment Management
Since first opening its doors in 1982, THB Asset Management has developed and managed niche investment strategies to assist our clients in achieving their investment goals. Our professionals are passionate about helping family offices, corporate and public pension plans, endowment/foundations and individual clients grow their portfolios.
Experts in Investment Management
At THB Asset Management, our professionals perform intensive research, attend events and conduct interviews to gain a deeper understanding about companies and markets that we invest in. Our in-depth fundamental analyses allows us to uncover undervalued companies with proven business models. These opportunities provide the foundations for the investment solutions we deliver to our clients.
The mission of our investment management firm is simple — to partner with our clients and utilize our unique strategies and proven investment philosophy to help you reach your financial goals. For more than three decades, we have been refining our unique process which is built upon our time-tested philosophy. We are 100% employee owned, passionate about and committed to the strategies we run for our clients.
Our Investment Management Strategic Services
Our expert investment management firm offers multiple solutions, all are high active share and focused on undervalued companies with strong operational metrics:
- THB Micro Cap: Largely from the Russell Microcap Index with generally 100 to 130 securities
- THB Mid Cap: Largely from the Russell Midcap Index and with 30 securities
- THB Small Cap Core: Mainly from the Russell 2000 Index and with 70 to 90 securities
- THB International Opportunities: Mostly from the MSCI World ex-US Small and Microcap Indices and holding 150 securities
All our solutions are long-term strategies that make use of full market cycles. We use our proprietary Quality Assessment and Risk Ranking methods to identify and focus on the most promising opportunities.
The Pioneering Team at THB Asset Management
Our investment management services firm’s team includes experienced research analysts, traders and administrative personnel who maintain professional association memberships and continue to broaden their knowledge about best practices and industry standards. As an experienced investment management company, THB Asset Management has created comprehensive and effective systems for managing risk and ensuring your assets are invested in a way to maximize returns while also managing volatility. We have fully integrated Environment, Social and Governance (ESG) factors into all of our processes.
No investment management company is complete without innovation, and at THB Asset Management we are proud of many milestones. In 1998, we offered one of the first institutional US Micro Cap portfolios in the industry. In 2015, we launched the THB International Opportunities strategy, which is one of the first international microcap strategies available and managed with ESG considerations. We don’t just follow investment and asset management trends — we create them.
How THB Can Help You
If you’re looking for a company with a seasoned investment management team that offers high level attentive client services, turn to THB Asset Management. Our team has been serving institutional investors, corporate clients, consultants, private investors and family offices for more than 35 years. As an expert firm we offer different solutions for your unique needs, and our responsive team is always available if you have questions or need more support.
Reach out to our experienced investment management firm today by contacting THB Asset Management online or calling us at (203) 653-7060. We would be pleased to explain our services and discuss your needs.