Investment Management

THOR Investment has a time-tested, disciplined approach to investing. We are a “total portfolio” manager using an actively diversified investment approach. We believe that a portfolio should be diversified, and excess returns can be achieved by overweighting undervalued asset classes and investment styles. The chart below demonstrates the disparity in returns that have occurred among investment styles at various times over the past 20 years.

Cumulative 3-Year Returns

Investment Style 1986-1988 1997-1999 2000-2002
Growth 35.2% 141.0% -55.5%
Value 48.5% 67.8% -14.6%
Small Company 18.9% 49.9% 2.7%
International 173.0% 56.3% -42.8%

Note: Growth is represented by the Russell 1000 Growth Index, value is represented by the Russell 1000 Value Index, small company is represented by the DFA Small Capitalization Index and international is represented by the MSCI EAFE International Index.

 

Proprietary Model

THOR utilizes a proprietary model to help determine undervalued parts of the market, searching for segments of the market that will outperform going forward. Below is a chart that depicts our decision making process.

 

THOR investments proprietary model
 

It is important to note that our process results in customized portfolios invested to meet the client’s specific risk tolerance and financial objectives. By tailoring portfolios, we are able to design a portfolio that best suits each clients’ needs. Investment direction and approved investments are determined by THOR’s investment committee.

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