Press Release

LHA Acquires Interest in Thompson Capital Management

LHA Acquires Interest in Thompson Capital Management

Marblehead, Massachusetts, January 15, 2020

Little Harbor Advisors, LLC (“LHA”) announces its majority acquisition of Illinois-based Thompson Capital Management (“TCM”).

Regularly sourced for opinions relating to risk-responsive investing, brothers Mike and Matt Thompson co-founded TCM to leverage their deep experience in portfolio management as well as Chicago’s home-grown VIX® marketplace, by building investment strategies for more resilient portfolios. The Thompson brothers, both Chartered Financial Analyst (CFA) charterholders, created and today employ quantitative models to observe and analyze the dynamics of market volatility; an approach used to lessen the impact of market down-turns and collaboratively participate in market rallies.

Regularly sourced for opinions relating to risk-responsive investing, brothers Mike and Matt Thompson co-founded TCM to leverage their deep experience in portfolio management as well as Chicago’s home-grown VIX® marketplace, by building investment strategies for more resilient portfolios. The Thompson brothers, both Chartered Financial Analyst (CFA) charterholders, created and today employ quantitative models to observe and analyze the dynamics of market volatility; an approach used to lessen the impact of market down-turns and collaboratively participate in market rallies.

TCM manages investment strategies for investors seeking diversification from traditional stocks and bonds. Currently, TCM strategies occupy top positions on MorningStar Advisors ETF Managed Portfolios database. Smart Index leads the pack on both 1 and 3-year returns while Alpha Seeker has consistently maintained a top five ranking for the 5-year period.* Both Mike and Matt Thompson are members of the CFA Society of Chicago and bring with them more than 20 years each of investing experience with emphasis on volatility and risk management.

Mike Thompson of Thompson Capital Management said, “LHA brings to us institutional capabilities and operations while helping us diversify our client channels. Collaboration with LHA makes sense given their impeccable professional pedigree, positive industry reputation, and reach.”

TCM will continue to operate as a separate registered investment advisor and subsidiary of Little Harbor Advisors.

About Little Harbor Advisors, LLC

Little Harbor Advisors, LLC is a boutique investment firm focused on innovative investment approaches for institutional investors, financial advisors and portfolio managers. The firm manages tactical and alternative strategies expressed in ETFs, SMAs, and private partnerships, designed to diversify portfolios, preserve assets, and enhance performance. Little Harbor Advisors is a sponsor of Continuing Education (CE) Credit programs for Chartered Financial Planners (CFP) and educational programs for both CFA and CAIA chapters.

Little Harbor Research, the educational division of LHA, explores the world of quantitative investment techniques and inventories industry-specific knowledge, including the AI Primer, providing practical research and analysis on artificial intelligence, fintech and the use of formulas and algorithms in investing.

Media Contact: Wendy Agudelo, wendy@imageprofessors.com.
The content of this article is informational only and shall not be construed as an offer to sell or a solicitation of an offer to buy an interest in any investment fund or investment instrument or for the provision of any investment management or advisory services. Investing involves risk. Principal loss is possible. *MorningStar Advisor with over 900 managed strategies reporting net returns as of 6/1/20 https://quicktake.morningstar.com/etf-managed-portfolio/.