LIPPER TOP 40 Money Managers - 4 Quarters Returns
Product/Style Category:
Int'l Equity (Global Mandates)
Performance Measurement Period:
4 Quarters Ending 12/31/2012
Mean Return for the Category and Period:
14.7331%
Universe Size:
258
Lists the top rates of return reported by managers for this category and time period. All results are reported net of fees and inclusive of cash.
Rank
Firm Name/Portfolio
4 Quarters
ROR
Assets in
Composite
1
Mittleman Investment Management, LLC - Concentrated Global Value Equity
49.03%
$123.0M
2
Brandes Investment Partners, LP - Global Small Cap Equity
38.40%
$186.9M
3
Aberdeen Asset Management PLC - Global Equity Small Cap
33.54%
$128.0M
4
Morgan Stanley Investment Management Inc. - Morgan Stanley Institutional Global Discvry Port;I
31.64%
$3.4M
5
Artisan Partners Limited Partnership - Artisan Global Opportunities
29.80%
$1307.5M
6
ALPS Advisors, Inc. - ALPS/Red Rocks Listed Private Equity Fund;I
29.72%
$103.0M
7
Artisan Partners Limited Partnership - Artisan Global Equity
29.02%
$43.3M
8
Calvert Investment Management Inc. - Calvert Global Water Fund;Y
27.49%
$5.7M
9
Kinetics Asset Management, Inc. - Kinetics Small Cap Opportunities Fund;Inst
27.04%
$7.5M
10
ZPR Investment Management Inc. - International Equity Global
26.77%
$33.9M
11
Liberty Street Advisors, Inc - Liberty Street Horizon Fund;Institutional
26.54%
$35.3M
12
Cohen & Steers Capital Management, Inc. - Global Real Estate Securities
25.64%
$2567.1M
13
MFS Investment Management - MFS Global New Discovery Fund;I
25.46%
$4.3M
14
Janus Capital Management LLC - Janus Global Life Sciences Fund;I
24.84%
$8.1M
15
MFS Investment Management - MFS Global Concentrated Equity
24.35%
$9449.7M
16
First Pacific Advisors, LLC - International Value
24.03%
$41.4M
17
MFS Investment Management - MFS Global Equity Fund;I
23.72%
$415.2M
18
Beck, Mack & Oliver LLC - BMO Global
23.71%
$97.8M
19
Hartford Life Investment Advisors LLC - Hartford Global Growth HLS;IA
23.41%
$38.4M
20
MFS Investment Management - MFS Global Equity
23.21%
$27406.2M
21
MFS Investment Management - MFS Global Leaders Fund;I
23.12%
$2.3M
22
Franklin Templeton Investments - Franklin Global Equity
22.87%
$1075.9M
22
Sierra Investment Partners Inc. - Global Equity - Franklin
22.87%
$1075.9M
24
Morgan Stanley Investment Management Inc. - Morgan Stanley Institutional Global Advtg Port;I
22.83%
$1.1M
25
Turner Investments - Emerging Markets Equity
22.55%
$122.3M
26
Wells Fargo Funds Management, LLC - Wells Fargo Advantage Global Opportunities Fd;Adm
22.32%
$41.9M
27
Fidelity Management & Research Company - Fidelity Advisor Global Capital Apprec Fund;Inst
22.19%
$22.9M
28
Transamerica Asset Management, Inc. - Transamerica Value;I2
22.17%
$339.5M
29
T. Rowe Price Associates, Inc. - T Rowe Price Institutional Global LC Equity Fund
21.99%
$109.3M
30
Baillie Gifford & Co. - Long Term Global Growth (Closed)
21.98%
$12069.4M
31
Allianz Global Investors U.S. LLC - AllianzGI Global Water Fund;Institutional
21.88%
$3.3M
32
Putnam Investment Management, L.L.C. - Putnam Global Health Care Fund;R
21.70%
$2.9M
33
Capital Research & Management Company - American Funds SMALLCAP World Fund;529-E
21.56%
$38.5M
34
Copper Rock Capital Partners LLC - Global Small Cap
21.18%
$319.0M
35
Wells Fargo Funds Management, LLC - Wells Fargo Advantage Intrinsic World Eqty Fd;Adm
21.10%
$2.7M
36
Sierra Investment Partners Inc. - Global Equity - Templeton
21.06%
$3020.3M
36
Franklin Templeton Investments - Templeton Institutional Global Equity Composite
21.06%
$3020.3M
Lipper MarketPlace; © 2013 Lipper a Thomson Reuters Company, New York, NY 10007.
Lipper Marketplace is an investment manager database that serves as an objective, third-party supplier of information.
Peer group comparisons are represented net of investment management fees. Rankings are not a guarantee of future results.
38
Allianz Global Investors U.S. LLC - AllianzGI Global Small-Cap Fund;Institutional
20.97%
$14.8M
39
Grantham, Mayo, Van Otterloo & Co. LLC (GMO) - GMO Global Focused Equity Fund;III
20.91%
$8.2M
40
Massachusetts Mutual Life Insurance Co. - MassMutual Premier Global Fund;L
20.84%
$115.0M
Lipper MarketPlace; © 2013 Lipper a Thomson Reuters Company, New York, NY 10007.
Lipper Marketplace is an investment manager database that serves as an objective, third-party supplier of information.
Peer group comparisons are represented net of investment management fees. Rankings are not a guarantee of future results.
LIPPER TOP 40 Money Managers - 12 Quarters Returns
Product/Style Category:
Int'l Equity (Global Mandates)
Performance Measurement Period:
12 Quarters Ending 12/31/2012
Mean Return for the Category and Period:
6.7314%
Universe Size:
205
Lists the top rates of return reported by managers for this category and time period. All results are reported net of fees and inclusive of cash.
Rank
Firm Name/Portfolio
12 Quarters
ROR
Assets in
Composite
1
Mittleman Investment Management, LLC - Concentrated Global Value Equity
34.94%
$123.0M
2
ZPR Investment Management Inc. - International Equity Global
20.32%
$33.9M
3
Aberdeen Asset Management PLC - Global Equity Small Cap
18.61%
$128.0M
4
Artisan Partners Limited Partnership - Artisan Global Opportunities
16.27%
$1307.5M
5
Brandes Investment Partners, LP - Global Small Cap Equity
15.26%
$186.9M
6
RCM Capital Management LLC - Global Small Cap
14.70%
$87.1M
7
Allianz Global Investors U.S. LLC - AllianzGI Global Small-Cap Fund;Institutional
14.59%
$14.8M
8
Vontobel Asset Management, Inc. - Global Equity
13.41%
$2018.7M
9
Morgan Stanley Investment Management Inc. - Global Franchise
13.35%
$2240.0M
10
Janus Capital Management LLC - Janus Global Life Sciences Fund;I
13.20%
$8.1M
11
Morgan Stanley Investment Management Inc. - Morgan Stanley Inst Global Franchise Portfolio;I
12.92%
$405.0M
12
Artisan Partners Limited Partnership - Artisan Global Value Equity
12.37%
$3919.0M
13
Delaware Investments - Delaware Focus Global Growth Fund;Inst
12.21%
$11.8M
14
Calamos Advisors LLC - Calamos Global Growth Strategy
11.94%
$632.1M
15
Hartford Life Investment Advisors LLC - Hartford Healthcare HLS;IA
11.93%
$32.0M
16
Hartford Investment Management Company - Hartford Healthcare Fund;I
11.46%
$38.9M
17
William Blair & Company, L.L.C. - William Blair Global Leaders
11.28%
$2251.6M
18
William Blair & Company, L.L.C. - William Blair Global Leaders Fund;I
11.17%
$45.7M
19
The Dreyfus Corporation - Dreyfus Worldwide Growth Fund;I
10.95%
$92.2M
20
Janus Capital Management LLC - Janus Global Technology Fund;I
10.91%
$8.2M
21
Wells Fargo Funds Management, LLC - Wells Fargo Advantage Intrinsic World Eqty Fd;Adm
10.88%
$2.7M
21
Robeco Investment Management Inc. - Robeco BP Global Value
10.88%
$17.8M
23
Causeway Capital Management LLC - Causeway Global Value Fund;Institutional
10.86%
$33.7M
24
Cohen & Steers Capital Management, Inc. - Global Real Estate Securities
10.72%
$2567.1M
25
Orbimed Advisors, LLC - Eaton Vance Worldwide Health Sciences Fund;I
10.61%
$61.0M
26
MFS Investment Management - MFS Global Concentrated Equity
10.59%
$9449.7M
27
Morgan Stanley Investment Management Inc. - Morgan Stanley Institutional Global Oppty Port;I
10.53%
$5.1M
28
ALPS Advisors, Inc. - ALPS/Red Rocks Listed Private Equity Fund;I
10.33%
$103.0M
29
Calamos Advisors LLC - Calamos Global Equity Fund;I
10.30%
$224.8M
30
Duff & Phelps Investment Management Company - Global Listed Infrastructure
10.25%
$199.1M
31
Epoch Investment Partners, Inc. - Global Equity Shareholder Yield
10.16%
$9592.7M
32
Nuveen Asset Management, LLC - Global Infrastructure fund
10.11%
$1013.0M
33
Morgan Stanley Investment Management Inc. - Global Opportunity
10.10%
$65.0M
34
MFS Investment Management - MFS Aggressive Growth Allocation Fund;I
9.95%
$36.3M
35
MFS Investment Management - MFS Global Equity Fund;I
9.94%
$415.2M
36
MFS Investment Management - MFS Global Equity
9.91%
$27406.2M
37
Columbia Management Investment Advisers, LLC - Columbia Marsico Global Fund;Z
9.70%
$3.0M
Lipper MarketPlace; © 2013 Lipper a Thomson Reuters Company, New York, NY 10007.
Lipper Marketplace is an investment manager database that serves as an objective, third-party supplier of information.
Peer group comparisons are represented net of investment management fees. Rankings are not a guarantee of future results.
38
Wells Fargo Funds Management, LLC - Wells Fargo Advantage Global Opportunities Fd;Adm
9.67%
$41.9M
39
AQR Capital Management, LLC - International Small Cap
9.64%
$1114.0M
40
DWS Investments - DWS Global Small Cap Growth Fund;Institutional
9.60%
$11.7M
Lipper MarketPlace; © 2013 Lipper a Thomson Reuters Company, New York, NY 10007.
Lipper Marketplace is an investment manager database that serves as an objective, third-party supplier of information.
Peer group comparisons are represented net of investment management fees. Rankings are not a guarantee of future results.
LIPPER TOP 20 Money Managers - 20 Quarters Returns
Product/Style Category:
Int'l Equity (Global Mandates)
Performance Measurement Period:
20 Quarters Ending 12/31/2012
Mean Return for the Category and Period:
-0.3645%
Universe Size:
153
Lists the top rates of return reported by managers for this category and time period. All results are reported net of fees and inclusive of cash.
Rank
Firm Name/Portfolio
20 Quarters
ROR
Assets in
Composite
1
Mittleman Investment Management, LLC - Concentrated Global Value Equity
17.12%
$123.0M
2
ZPR Investment Management Inc. - International Equity Global
12.13%
$33.9M
3
Morgan Stanley Investment Management Inc. - Global Franchise
6.27%
$2240.0M
4
Gabelli Funds - Gabelli SRI Green Fund Inc;I
6.11%
$6.1M
5
Artisan Partners Limited Partnership - Artisan Global Value Equity
6.08%
$3919.0M
6
Brandes Investment Partners, LP - Global Small Cap Equity
5.85%
$186.9M
7
Morgan Stanley Investment Management Inc. - Morgan Stanley Inst Global Franchise Portfolio;I
5.83%
$405.0M
8
Artisan Partners Limited Partnership - Artisan Global Opportunities
5.35%
$1307.5M
9
Hartford Life Investment Advisors LLC - Hartford Healthcare HLS;IA
5.08%
$32.0M
10
Windmill Capital LLC - Bliss Fund, LP
4.94%
$19.8M
11
Hartford Investment Management Company - Hartford Healthcare Fund;I
4.73%
$38.9M
12
Putnam Investment Management, L.L.C. - Putnam Global Health Care Fund;R
4.69%
$2.9M
13
Nuveen Asset Management, LLC - Nuveen Tradewinds Value Opportunities Fund;I
4.39%
$231.1M
14
MFS Investment Management - MFS Global Concentrated Equity
4.22%
$9449.7M
15
Nuveen Asset Management, LLC - Nuveen Tradewinds Global All-Cap Fund;I
3.98%
$188.6M
16
Cambiar Investors LLC - Cambiar Aggressive Value Fund;Investor
3.95%
$131.5M
17
The Dreyfus Corporation - Dreyfus Global Stock Fund;I
3.85%
$838.1M
18
Johnston Asset Management Corp. - Large Cap Equity
3.83%
$300.2M
19
Tradewinds Global Investors, LLC - Global All-Cap
3.78%
$1836.7M
20
Calamos Advisors LLC - Calamos Global Growth Strategy
3.48%
$632.1M
Lipper MarketPlace; © 2013 Lipper a Thomson Reuters Company, New York, NY 10007.
Lipper Marketplace is an investment manager database that serves as an objective, third-party supplier of information.
Peer group comparisons are represented net of investment management fees. Rankings are not a guarantee of future results.
LIPPER TOP 20 Money Managers - 40 Quarters Returns
Product/Style Category:
Int'l Equity (Global Mandates)
Performance Measurement Period:
40 Quarters Ending 12/31/2012
Mean Return for the Category and Period:
9.4936%
Universe Size:
60
Lists the top rates of return reported by managers for this category and time period. All results are reported net of fees and inclusive of cash.
Rank
Firm Name/Portfolio
40 Quarters
ROR
Assets in
Composite
1
Mittleman Investment Management, LLC - Concentrated Global Value Equity
20.76%
$123.0M
2
ZPR Investment Management Inc. - International Equity Global
16.75%
$33.9M
3
BlackRock, Inc. - BlackRock Energy & Resources Portfolio;Inst
15.43%
$189.6M
4
BlackRock, Inc. - BlackRock Natural Resources Trust;Institutional
13.46%
$97.0M
5
RCM Capital Management LLC - Global Technology Equity
13.06%
$3140.8M
6
Wells Fargo Funds Management, LLC - Wells Fargo Advantage Global Opportunities Fd;Adm
12.60%
$41.9M
7
RCM Capital Management LLC - Global Small Cap
11.97%
$87.1M
8
Morgan Stanley Investment Management Inc. - Global Franchise
11.72%
$2240.0M
9
Allianz Global Investors U.S. LLC - AllianzGI Global Small-Cap Fund;Institutional
11.52%
$14.8M
10
John Hsu Capital Group, Inc. - Global Top-Down Equity
11.47%
$85.3M
11
Capital Research & Management Company - American Funds SMALLCAP World Fund;529-E
11.28%
$38.5M
12
Morgan Stanley Investment Management Inc. - Morgan Stanley Inst Global Franchise Portfolio;I
11.16%
$405.0M
13
Aberdeen Asset Management PLC - Global Equity
11.02%
$30064.0M
14
BlackRock, Inc. - BlackRock Global SmallCap Fund;Institutional
10.71%
$206.9M
15
Brandes Investment Partners, LP - Global Small Cap Equity
10.54%
$186.9M
16
Thomas White International Ltd. - Global Value Equities
10.41%
$261.1M
17
Aberdeen Asset Management PLC - Global Equity (All cap) - SRI
10.38%
$1192.0M
18
Harris Associates L.P. - Oakmark Global Fund;II
10.23%
$33.7M
19
Manning & Napier Advisors, LLC - M&N Non-U.S. Equity Labor CIT Fund
10.12%
$546.4M
20
MFS Investment Management - MFS Global Equity
10.09%
$27406.2M
Lipper MarketPlace; © 2013 Lipper a Thomson Reuters Company, New York, NY 10007.
Lipper Marketplace is an investment manager database that serves as an objective, third-party supplier of information.
Peer group comparisons are represented net of investment management fees. Rankings are not a guarantee of future results.