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  • July 2014
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Thompson Asset Management

By: William Fruhan and John Banko
  • Format:Print
  • | Language:English
  • | Pages:12
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Abstract

Thompson Asset Management (TAM) is a small investment advisory and asset management firm in Jacksonville, Florida, with about $100 million in assets under management in two different funds. Since starting the firm in 2009, the CEO and founder Allison Thompson has had a proven track record of beating benchmarks and managing the portfolio's downside risk. The firm's typical clients were high-net-worth individuals, and in 2014, Thompson is looking to expand her business by taking on institutional clients as well. She recently met with the investment officer of her alma mater and is considering taking on the university's endowment fund as a client. For her bid to manage the entire endowment of $20 million, Thompson must create a presentation that outlines her investment strategy. The case is ideal for an MBA-level or undergraduate finance course that covers asset management and/or portfolio theory.

Keywords

Small Business; Asset Management; Expansion; Investment Portfolio; Financial Services Industry; Florida

Citation

Fruhan, William, and John Banko. "Thompson Asset Management." Harvard Business School Brief Case 914-565, July 2014.
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About The Author

William E. Fruhan

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    • July 2014
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    Thompson Asset Management (Brief Case)

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    Thompson Asset Management, Spreadsheet for Students (Brief Case)

    By: William Fruhan and John Banko
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    Thompson Asset Management, Spreadsheet for Instructors (Brief Case)

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Related Work
  • Thompson Asset Management (Brief Case) By: William Fruhan and John Banko
  • Thompson Asset Management, Spreadsheet for Students (Brief Case) By: William Fruhan and John Banko
  • Thompson Asset Management, Spreadsheet for Instructors (Brief Case) By: William Fruhan and John Banko
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