Publications
Publications
- July 2014
- HBS Case Collection
Thompson Asset Management
By: William Fruhan and John Banko
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.