The THB U.S. Opportunities UCITS Fund (the “Fund”) has an investment strategy focused on U.S. micro and smaller cap equities. The Fund utilizes a proprietary multi-factor quality assessment to review new opportunities, including management quality, financial strength, industry position and environmental, social and governance (“ESG”) factors. Thomson Horstman & Bryant, Inc. (“THB”) tracks carbon intensity, estimates portfolio revenue exposure to both positive and negative factors and continuously reviews company ESG ratings. THB is a signatory of the Principles for Responsible Investment and the Montreal Carbon Pledge.
Founded in 1982, THB is a boutique investment firm specializing in long-only micro, small and mid-cap U.S. equity strategies. THB has approximately $850 million in assets under management in the U.S. and Australia. With a team of four portfolio managers, THB’s investment philosophy is based on a disciplined, yet active approach, using qualitative and quantitative strategies resulting in efficient diversification. Headquartered in Norwalk, CT, THB is 100% employee-owned.
|Class Name||KIID||ISIN Code||Bloomberg Ticker|
|Class A (EUR) Accumulation||THB Opp Class A EUR||IE00BD5TBL07||THBAEUR ID|
|Class A (GBP) Accumulation||THB Opp Class A GBP||IE00BD5TBM14||THBAGBP ID|
|Class A (USD) Accumulation||THB Opp Class A USD||IE00BD5TBK99||THBAUSD ID|
|Class B (SEK) Accumulation||THB Opp Class B SEK||IE00BD5TBN21||THBBSEK ID|
|Class C (SEK) Accumulation||THB Opp Class C SEK||IE00BG06VV78||THBCSEK ID|
|Class F (GBP) Accumulation||THB Opp Class F GBP||IE00BF08Z700||THBFGBP ID|
|Class I (EUR) Accumulation||THB Opp Class I EUR||IE00BYX84624||THBIEUR ID|
|Class I (GBP) Accumulation||THB Opp Class I GBP||IE00BYXBHD96||THBIGBP ID|
|Class I (USD) Accumulation||THB Opp Class I USD||IE00BYXBHC89||THBIUSD ID|