Our story began in 1992 when our founder, Jim Gore, saw a crucial gap in the financial world. He noticed that the rigorous, in-depth investment strategies used by large institutions were out of reach for most individual investors. He founded THOR to change that, building a firm dedicated to bringing institutional-grade money management to you.
That original mission is still the bedrock of our investment process today. While our tools and tactics have evolved over the decades, our core philosophy has remained the same: provide disciplined, intelligent investment management focused on long-term success.
First, we use our proprietary risk measures, like our equity-focused THORdex, to gauge whether market conditions are favorable or unfavorable. This data-driven analysis guides our portfolio positioning:
This tactical approach allows us to adjust your portfolio over time, aiming to protect capital in turbulent times and capture gains in favorable ones.
Asset classes move in cycles; while most perform similarly over the very long term, they all have periods of dramatic outperformance and underperformance. We see this as an opportunity.
Our mean-reversion models help us identify sub-asset classes (like large-cap growth stocks or international bonds) that have recently lagged. By strategically overweighting these undervalued areas, we position your portfolio to benefit as they revert to their long-term average performance.
We are completely independent and have no preference for specific investment vehicles. Whether it’s an ETF, a mutual fund, an individual stock, or another security, our only goal is to select the most effective tool for the job.
For each part of your portfolio, we conduct a disciplined, in-depth analysis to find the best investment, always considering critical factors like tax efficiency (asset location) and fees. Every single security must pass our rigorous approval process before it can be included in your portfolio.
The final and most important step is tailoring this entire process to you. It all starts with a deep understanding of your personal risk tolerance, financial situation, and long-term goals.
Based on this analysis, we establish a target allocation for your portfolio. While all our client portfolios are built around the same core investment themes and rigorous research, the specific weightings of these positions are customized to fit your unique profile. This ensures your portfolio is not only built to perform but is also built just for you.
Many investors, even large institutions, make emotional decisions—often buying or selling at the worst possible times. We avoid these pitfalls by adhering to a long-term, tactical approach.
A core tenet of our process is to look deeper and understand every investment on a fundamental level. We take pride in the rigor of our research, whether we’re analyzing an investment manager or an individual stock.
We invite you to schedule a brief introductory call to discuss your financial goals and learn more about how we work. This is a no-obligation conversation designed to answer your questions and determine whether our approach aligns with your needs.
