PORTFOLIO PERFORMANCE

Portfolio initiated with $10,000 on January 1, 1995 .

Time

Portfolio Value

Returns

Spring 1995

$9,732

N/A

Spring 1996

$10,703

9.97%

Spring 1997

$12,000

12.12%

Spring 1998

$14,300

19.17%

Spring 1999

$13,160

-7.97%

Spring 2000

$12,700

-3.49%

Spring 2001

$12,417

-2.23%

Spring 2002

$12,039

-3.04%

Spring 2003
$10,780
-10.46%

Spring 2004

$14,328
32.08%
Spring 2005
$17,548
22.47%
Spring 2006      $24,425 39.18 %
Spring 2007
$31,413
28.61%
Spring 2008
$14,786
-52.93%


The Thompson International Portfolio currently has exposure to 12 mature markets equity funds, 8 emerging markets equity funds, 3 benchmark indices, and one global fixed income fund. The portfolio provides the opportunity for students at Lehigh University to gain valuable experience in managing an international portfolio. It has demonstrated the benefits of international global diversification. Since its inception, the portfolio has successfully weathered five major corrections in the global equity markets that have adversely affected markets worldwide:

  • Mexico Peso Crisis in 1994
  • The Asian Crisis in 1997 - 1998
  • The Russian Debt Default of 1998
  • The Devaluation of the Brazilian Real in 1999
  • The Argentina Crisis in 2001
  • The Terrorist Attacks of Sept. 11th, 2001

Amongst our 107 alumni managers, several have accepted positions in the following firms: Merrill Lynch, KPMG, PriceWaterhouseCoopers, Nomura Securities, SEI Investments, AT&T, RJR Nabisco Inc, Goldman Sachs, Solomon Smith Barney, Morgan Stanley, CIT Group, Sunoco Inc, Johnson & Johnson, IBM, JP Morgan, Standard & Poor's, Ingersoll-Rand, Huron Consulting, Ernst & Young, Bank One, and others...

 

 

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