Media Highlights
Old Mutual Capital's Old Mutual® Target Plus Portfolios, described as "the first funds to combine retirement-date horizons with individual risk tolerance", were featured in a Wall Street Journal article about life-cycle mutual funds ("Life-Cycle Mutual Funds Get More Popular," by Daisy Maxey).
Larch Lane Advisors was featured in a FundFire article about AIG Investments and Larch Lane teaming up to find emerging hedge fund managers ("Emerging Hedge Shops in High Demand ," by Paul O'Dowd).
Brett Hawkins, portfolio manager of the Old Mutual TS&W Mid-Cap Value Fund in an interview on Bloomberg Television.
Watch the Video...
An Old Mutual Asset Management (OMAM) subsidiary is trying to capitalize on high-net-worth investors' growing interest in alternatives by launching two hedge funds of funds with a twist. The funds of funds, both managed by OMAM subsidiary 2100 Larch Lane, will invest heavily in small emerging hedge fund managers to capitalize on their early successes.
Harindra de Silva, President of Analytic Investors, is the subject of a lengthy "Face to Face" interview exploring his firm's innovative portfolio management strategies. ("Face to Face: Harindra de Silva," by Cecily O' Connor).
Research published by portfolio managers at Analytic Investors is credited with popularizing long-short strategies for mutual fund investors in a Wall Street Journal article examining the risk and rewards of "130/30" investment strategies. ("Fund Track: A Strategy Aiming to Pump Returns Gains Clout but May Be 'No Free Lunch'," by Scott Patterson).
Dwight Asset Management was featured in a FundFire article about new hires at the company aimed at increasing assets managed for insurance companies ("Goldman, Dwight Ramp Up Insurance Biz," by Jay Cooper).
Online publication FundFire discusses Old Mutual Asset Management's acquisition of growth manager Ashfield Capital Partners and plans to enter the multi-discipline account (MDA) separately managed account market ("Old Mutual Buys Growth Manager," by Jay Cooper).
Laura Dagan, Chief Executive Officer of Dwight Asset Management Company is quoted in a "Your Money Matters" report about the benefits of stable-value investing. ("Your Money Matters (A Special Report): Alternative Investing --- Alternative Answers: Two ways to reduce your risk", by Gregory Zuckerman).
The May issue of Financial Advisor magazine profiled the Old Mutual Analytic Defensive Equity Fund in the 'Portfolio Spotlight' feature ("The Long And The Short Of It," p. 110, by Marla Brill).
Read the article online...
An item in Money Management announced that Acadian Asset Management won the Money Management/IMCA Fund Manager of the Year Award in the emerging markets/Asia (ex Japan) category. ("A pioneer approach to new economies," page 24, by Larissa Tuohy).
Greg Jones, Portfolio Manager at Clay Finlay is quoted in a story on new Japanese law that grants companies freedom to set the timing and frequency of their dividend payments. ("Japanese firms' fatter payouts may help beef up share prices," page 19, by Yuka Hayashi).
Global Investor magazine named Rogge Global Partners as the 2006 award winner in its "Bond Firms to Watch" category. The article describes Rogge Global Partners as an international fixed income specialist that manages large mandates for a select roster of institutional clients.
In an Investor's Business Daily article, two share classes of Old Mutual Copper Rock Emerging Growth Fund ranked among the best-performing growth funds since the October 1, 2005 uptrend began. The fund's "I" shares returned 19.35%, ranking fifth, while its "C" shares ranked seventh, returning 18.79%, according to Morningstar. The table ranking the funds accompanies an article about the uptrend ("Plenty Of Funds Excel During Uptrend," page A8, by David Saito-Chung).
In an 'On Investing' column on long-short funds in the Wall Street Journal Sunday pages, Old Mutual Analytic Defensive Equity appeared in a table listing five such funds ("Uncommon Funds Get Higher Profile," p. 4, by Angela Pruitt). The table shows Old Mutual Analytic Defensive Equity ranked second for both 1- and 3-year annualized returns among the funds sampled.
FundFire reports today on an Analytic Investors long-short strategy now available on the Merrill Lynch Consults SMA Platform through Old Mutual Capital ("Merrill Introduces Long-Short Managed Account," by Jay Cooper).
Acadian Asset Management is profiled in the February 20 issue of Investment Management Weekly ("Acadian: Giving Clients A Global Approach," page 6, by David Lindorff).
The Old Mutual Heitman REIT Fund was featured yesterday afternoon in the Dow Jones newswire 'Tip Sheet' column ("Old Mutual Heitman Goes For Quality, Low Risk," by Janet Morrissey).
Charles Wang of Acadian Asset Management is quoted in today's Investor's Business Daily in an article on the recent slump in Japanese the equity market ("Japanese Stocks Drop On Inflation Concerns," page A10, by Murray Coleman).
This week's issue of Pensions & Investments reports on Old Mutual Asset Management's year-end assets under management in a roundup covering asset gains in 2005 by publicly-held asset managers ("Firms report increases in assets under management," p. 16).
In today's Investor's Business Daily, Charles Wang of Acadian Asset Management is quoted on the Chinese stock market in an article reporting that foreign funds performed better that their US-oriented counterparts in January ("Foreign Funds Kick Off New Year By Leaving U.S. Peers In Dust, page A11, by Murray Coleman).
In the February issue of Global Investor, Rogge Global Partners and Acadian Asset Management appear among nominees for the magazine's 'Awards for Investment Excellence 2006.' Rogge is one of three nominees in the 'Fixed-income: Firm to watch' category, and Acadian is one of three nominees for emerging-markets equities.
In a story on performance-based fees in the December issue of Smart Money magazine, Barrow Hanley Mewhinney & Strauss-subadvised Vanguard Windsor II and Acadian Asset Management-subadvised Vanguard Global Equity are two of five funds recommended ("Everybody's A Winner: Wouldn't it be nice to know your fund manager has a financial incentive to boost your returns?," p. 102, by Rob Wherry).
This week's Pensions & Investments magazine includes a feature on Rogge Global Partners ("Rogge shifts business focus to Europe, Asia from U.S.," p. 24, by Thao Hua).
In the November 14 issue of Pensions & Investments, Analytic Investors is included in the lead story, about 130% long/30% short and 120% long/20% short approaches ("Investors discover hot, new idea," page 1, by Joel Chernoff).
P&I Daily reports today on Twenty One Hundred Capital Group acquiring a majority interest in hedge fund specialist Larch Lane Advisors.
Jim Barrow is the subject of the feature interview in this week's Barron's ("An Energized Portfolio: Interview with Jim Barrow, Founder, Barrow Hanley Mewhinney & Strauss," p. 34, by Sandy Ward).
The September 5 issue of Pensions & Investments includes the "P&I/Watson Wyatt World 500," the magazine's ranking compiled with consultant Watson Wyatt Worldwide of the 500 largest asset managers in the world by assets under management as of year-end 2004 ("No boundaries in banner year: Total assets of P&I/Watson Wyatt 500 rise 12.6% to $48.824 trillion," p. 15, by Mark Bruno). Old Mutual advances seven places in the rankings to #47, with total assets listed at $268.052 billion as of December 31, 2004.
In the September issue of Louis Rukeyser's Wall Street, Jim Barrow of Barrow, Hanley, Mewhinney & Strauss is featured in "The Rukeyser Interview." ("A Value Star Still Finds Plenty to Swing At", by Nikolas Lanyi).
Harin de Silva of Analytic is quoted today in a FundFire story on institutional investors expanding allocations to global tactical asset allocation strategies ("Tactical Asset Allocation Draws Interest," by Raquel Pichardo).
Claymore issued an announcement on Business Wire this morning on the start of trading for the Analytic-subadvised Old Mutual/Claymore Long-Short closed-end fund ("Old Mutual/Claymore Long-Short Fund Raises $360 Million from Common Share IPO").
Watch video highlights of the NYSE Opening Bell ceremony to mark the launch of this closed-end fund.
Copper Rock Capital is one of four new asset management firms featured in the cover story of the August issue of Plan Sponsor magazine ("The Best Managers You Never Heard Of," by John Keefe).
Dennis Bein of Analytic is quoted this morning in a Dow Jones newswire story on the growing use of trading algorithms by asset managers ("'Trading Algorithms' No Longer Just Jargon On Wall Street," by Mohammed Hadi).
Today on Morningstar.com, James Barrow of Barrow, Hanley, Mewhinney & Strauss and Steve Romick of First Pacific Advisors are among eight fund managers featured in "Early Favorites for Domestic-Stock Manager of the Year." This is not a final list of nominees, but managers who have been "truly exceptional" and "are in good position to make a case" for domestic stock manager of the year next January.
In this week's Barron's, Jim Barrow of Barrow, Hanley, Mewhinney & Strauss is mentioned in the "Fund of Information" column in an item on strong-performing larger funds ("Fidelity Fights the Tide," page 30, by Lawrence C. Strauss).
The Dow Jones Corporate Filings Alert newswire reported yesterday on the registration filing for the Old Mutual/Claymore Long-Short closed-end fund ("Claymore Advisors, Analytic Investors To Start Closed-End Fund," by Marc Wojno).
Today in 'The Journal Report,' The Wall Street Journal's monthly review of mutual funds, Analytic Defensive Equity Fund and FPA Capital Fund rank among the top 10 funds in their peer groups for year-to-date results.
Pensions & Investments reports on new member firm 2100 Capital and the new alliance with Copper Rock Capital Partners ("2 new shops join Old Mutual family," p. 2, by Douglas Appell).
The 'Mutual Fund Profile' in today's Investor's Business Daily features Analytic Disciplined Equity Fund ("Managers Focus On Beating The Bogey," p. A10, by Murray Coleman).
The online edition of Global Investor reported today on winners of the magazine's 2004 'Awards for Investment Excellence' presented last night in London ("Big firms make a comeback at Global Investor's Awards for Investment Excellence," by Claire Milhench). Acadian Asset Management was named a 'highly commended' runner-up for emerging markets equities, after winning the category last year.
The Campbell Group announced yesterday that a forest restoration project managed by the firm has been recognized with a '2004 Fish and Wildlife Steward Award' from the Oregon Fish and Wildlife Commission and the Oregon Board of Forestry.
Old Mutual Asset Management was recently profiled in RunningMoney, a new online publication from the publishers of FundFire and Ignites ("How Old Mutual Is Fixing UAM's Broken Model," by Chris Sandlund). Read the reprinted article here...
Real estate industry publication GlobeSt.com reports this week that Heitman is being added as a fourth manager to three of Russell Investment Group's multi-manager real estate funds ("Heitman Lands Spot on Russell's Advisory Team," by Mark Ruda).
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