Geneva Capital Management

Transcription

1 Firm: Geneva Capital Management Geneva Capital Management Evaluator Founded in Hidden Hidden Hidden Hidden Henderson inflows reach 5bn in H1 Headcount: Hidden Assets Under Management: Hidden Dividend payouts were 2.60p per share, up from 2.15p per share the previous year. Henderson adds the acquisition of Geneva Capital Management announced on 30 June will increase US assets by around 15 per cent. Henderson chief executive Andrew Formica says... Fundweb August 7, 2014 Henderson chief keen to build on return to Australia It is an unusual role model. Andrew Formica, chief executive of fund manager Henderson Global Investors, would like his firm to be like Dyson, the maker of bagless vacuum cleaners and the ubiquitous hand-dryers found in public toilets. He explains that... Financial News October 1, 2015 US boutique replaces Calamos on equity mandate which ran the UBAM Calamos US Equity Growth fund since December Geneva Capital Management assumed full control for the $189 million fund on November 1 and renamed it the UBAM - GCM Midcap US Equity Growth fund. The company will overhaul the... citywireglobal.com November 3, 2013

2 Henderson Global To Acquire Geneva Capital - Quick Facts Henderson Group plc (HGG.L) Monday said it has agreed to buy Geneva Capital Management for an initial consideration of $130 million, in a bid to expand its North American business. As at May 31, Geneva had assets under management of $6.3 billion in mid... Realtime Business News Nationwide Acquires Mutual Funds HighMark Capital, a subsidiary of Union Bank, will become the subadvisor to the new Nationwide funds that are the successors of the nine funds it currently manages. Three other asset managers subadvise eight of the 17 mutual funds: Bailard Inc., Geneva... Financial Advisor Magazine April 2, 2013 PFM Asset Management Graduates Geneva Capital Management From Emerging/Minority Manager Program "We are delighted at Geneva's advancement to become one of the managers of our clients' general mandates," said Michael Harris, a PFM Managing Director and leader of the Emerging/Minority Managers Program. "By identifying and hiring Geneva Capital 3-1/2... prnewswire.com June 14, 2011 Henderson Global expands U.S. footprint with Geneva Capital acquisition Henderson Global Investors agreed to acquire Geneva Capital Management, said Henderson spokeswoman Angela Warburton. The transaction is expected to close Oct. 1. Henderson will pay an initial $130 million for the firm, then up to $45 million payable over... Pensions & Investments

3 Henderson shares up on Wells Fargo speculation ASX-listed London-based funds manager Henderson Group stock was boosted on Monday on the back of a rumour in the UK press that named US bank Well Fargo as a possible suitor. Henderson shares traded almost up more than 7 per cent before midday, before it... Australian Financial Review November 9, 2015 Geneva Capital Management joins Henderson Global Investors CHICAGO, /PRNewswire/ -- Henderson Global Investors ("Henderson") has entered into an agreement to purchase the entire issued share capital of Geneva Capital Management ("Geneva"). Founded in 1987, Geneva has assets under management ("AUM... prnewswire.com November 7, 2015 What lies ahead for the market in the second half of the year Hugh Lamle, president of M.D. Sass, likes to think of a rate hike as a kind of tax break for investors dependent on bond yields for income. These low rates have essentially been a tax on middle-class households because they've seen their incomes shrink... Investment News June 26, 2015 Blending Mars, Venus can energize a fund Michelle Picard, a portfolio manager at Henderson Geneva Capital Management, leads ongoing efforts to bring more women into the portfolio management ranks. I certainly have been aware that there aren't that many women portfolio managers, but I don't...

4 Investment News November 22, 2015 Henderson buys US fund Geneva One of London s biggest fund managers, Henderson Global Investors, has bought US asset manager Geneva Capital Management for an initial 117.3m, in a move to bolster its American exposure. Henderson has already outlined its American ambitions and said... Daily Telegraph Chicago Metropolitan Water fund pumps $26 million into Matarin Capital strategy Funding for Matarin, an emerging manager, came from domestic small-cap growth equity managers UBS Global Asset Management and Geneva Capital Management, which were terminated. Both managers were terminated for asset allocation and manager consolidation... Pensions & Investments August 20, 2015 Henderson Global Investors completes purchase of Geneva Capital Management CHICAGO, Oct. 1, 2014 /PRNewswire/ -- Further to the announcement on, Henderson Global Investors (Henderson) has completed the acquisition of Geneva Capital Management (Geneva). Founded in 1987, Geneva has assets under management (AUM) of $... Market Watch October 1, 2014 Henderson to acquire Geneva Capital Management Henderson Global Investors announced plans to buy Geneva Capital Management on Monday in a $200m deal that will strengthen the Anglo-Australian group s business in the US. The acquisition is a

5 significant milestone for Henderson as it gives it control of... Financial Times Henderson acquires Geneva Capital Management Henderson Global Investors is to acquire Geneva Capital Management. Founded in 1987, Geneva Capital Management is a US growth equity manager with assets under management of $6.3 billion as at 31 May As at 31 May From US$5.9bn as at Private Equity Hub Henderson Completes Geneva Capital Management Deal At Lower Price LONDON (Alliance News) - Asset manager Henderson Group PLC Wednesday said it has made an initial payment of about USD120.0 million, USD10.0 million less than it had originally set out, following the completion of its acquisition of Geneva Capital Management. Morningstar October 1, 2014 Geneva Capital Management joins Henderson Global Investors CHICAGO, /PRNewswire/ -- Henderson Global Investors ("Henderson") has entered into an agreement to purchase the entire issued share capital of Geneva Capital Management ("Geneva"). Founded in 1987, Geneva has assets under management ("AUM... istock Analyst Henderson acquires Geneva Capital Management

6 StockMarketWire.com - Henderson Global Investors has entered into an agreement to acquire the entire issued share capital of Geneva Capital Management. Founded in 1987, Geneva has assets under management of US$6.3bn in mid and small-cap US growth equities. Stock Market Wire Henderson Group PLC completes acquisition of Geneva Capital Management Henderson Group PLC:Says that further to the announcement of, Henderson Global Investors confirms that it has completed its acquisition of the entire issued share capital of Geneva Capital Management.Clients representing over 90 pct. Reuters October 1, 2014 Henderson sees 1.4bn net inflows in Q3 but warns of 'challenging markets' The positive net inflow took total assets under management up to 76.6 billion, a 2.5% rise quarteron-quarter, and the group said the completion of the acquisition of Geneva Capital Management will push this figure up to 79.9 billion when the deal is... City Wire October 30, 2014 Citigroup upgrades Henderson to 'buy', sees good entry point Henderson said on Thursday that assets under management rose 2.5% over the third quarter to 76.6bn by 30 September, rising to 79.9bn on 1 October after the completion of the acquisition of Geneva Capital Management. The company recorded net inflows of... QCK October 31, 2014 Henderson to acquire Geneva Capital Management

7 Henderson Global Investors announced plans to buy Geneva Capital Management on Monday in a $200m deal that will strengthen the Anglo-Australian group's business in the US. The acquisition is a significant milestone for Henderson as it gives it control of... Euro2day October 28, 2014 UK retail flows buoy Henderson but Formica warns on 'challenging' markets Total AUM rose from 74.7bn to 76.6bn in the third quarter. The figure rose to 79.9bn on 1 October with the completion of its acquisition of US equity firm Geneva Capital Management. ProfessionallAdsviser October 30, 2014 Henderson on track despite market hiccups Assets under management were up 2.5 per cent to 76.6bn for the three months ending 30 September, rising to 79.9bn if its recent acquisition of Geneva Capital Management is included. While we remain vigilant on costs, recent investments in our... CITY A.M. October 31, 2014 Henderson AUM up 2.5% Henderson Group's assets under management rose by 2.5% to 76.6bn inthe three months to the end of 30 September and increased to 79.9bn on 1 October with completion of the acquisition of Geneva Capital Management. The group reports net inflows of 1... FE Trustnet October 30, 2014

8 Henderson Assets share price: Company Under Management Up, Net Inflows Hit GBP1.4 Billion That number was further boosted to GBP79.9 billion on October 1 following the completion of its acquisition of US equity manager Geneva Capital Management for GBP120 million. The group said it saw net inflows of GBP1.4 billion in the period, driven by the... Invezz October 30, 2014 London firm to acquire Milwaukee's Geneva Capital Management for $130 million Henderson Global Investors of London said Monday it's buying Milwaukee's Geneva Capital Management Ltd. for $130 million, with the potential for additional incentives. Founded in 1987, the Milwaukee money management firm oversees about $6.3 billion in... The Business Journal Henderson sees 1.4bn net inflows in Q3 but warns of 'challenging markets' The positive net inflow took total assets under management up to 76.6 billion, a 2.5% rise quarteron-quarter, and the group said the completion of the acquisition of Geneva Capital Management will push this figure up to 79.9 billion when the deal is... www2.citywire.co.uk October 30, 2014 Henderson completes purchase of Geneva Capital Management Henderson Global Investors said Wednesday that it has completed its $130 million acquisition of Milwaukee money management firm Geneva Capital Management and named Nicholas Bauer, Geneva's director of distribution, to lead U.S. institutional distribution... The Business Journal October 1, 2014

9 Henderson sees 1.4bn net inflows in Q3 but warns of 'challenging markets' The positive net inflow took total assets under management up to 76.6 billion, a 2.5% rise quarteron-quarter, and the group said the completion of the acquisition of Geneva Capital Management will push this figure up to 79.9 billion when the deal is... City Wire October 30, 2014 Formica delivers on US acquisition plan UK-listed asset manager Henderson Group has delivered on a February pledge to buy a US equity manager by agreeing to pay up to $200 million for Geneva Capital Management. Henderson is paying an initial $130 million for Geneva, which will rise to $ Financial News Henderson adds US funds group Geneva Capital Management in $200m tie-up Henderson Group yesterday snapped up American fund manager Geneva Capital Management, bolstering its exposure to the lucrative US money management market. The group, led by chief executive Andrew Formica, will pay $130m ( 75.9m) up front and an extra $70m... CITY A.M. July 1, 2014 Suey S. Wong Joins the Investment Team of Geneva Capital Management Ltd. * Reuters is not responsible for the content in this press release. Milwaukee-Based Investment Firm Hires Renowned Research Analyst MILWAUKEE--(Business Wire)--Investment manager Geneva Capital Management Ltd. is very pleased to announce that Suey S.

10 Reuters December 10, 2007 Geneva Capital Management agrees to be acquired by London firm Milwaukee investment firm Geneva Capital Management Ltd. has agreed to be acquired by Henderson Global Investors Ltd., a London-based firm with more than 800 employees and $121 billion of assets. Started in 1987, Geneva manages $6.3 billion of client... Milwaukee Journal Sentinel July 1, 2014 Geneva Capital Management sold to London investment firm Milwaukee-based investment advisory firm Geneva Capital Management Ltd., which has $6.3 billion in assets under management, has sold its entire issued share capital to London-based Henderson Global Investors Ltd. Reuters has reported the deal is worth up... Biz Times Henderson Global Investors launches US Growth Opportunities Fund The Fund's launch follows Henderson's recent acquisition of Geneva Capital Management, a Milwaukee-based US growth equity manager. View photo The Henderson US Growth Opportunities Fund leverages the US Equity Team's established investment process and core... Yahoo Finance December 18, 2014 Henderson Global Investors launches US Growth Opportunities Fund - News9.com - Oklahoma City, OK - News, Weather, Video and Sports The Fund's launch follows Henderson's recent acquisition of Geneva Capital Management, a

11 Milwaukee-based US growth equity manager. The Henderson US Growth Opportunities Fund leverages the US Equity Team's established investment process and core competencies. Klahoma's Own Channel 9 December 19, 2014 Geneva Capital Management joins Henderson Global Investors CHICAGO, /PRNewswire/ -- Henderson Global Investors ("Henderson") has entered into an agreement to purchase the entire issued share capital of Geneva Capital Management ("Geneva"). Founded in 1987, Geneva has assets under management ("AUM... Market Watch Henderson Global Investors Completes Purchase Of Geneva Capital Management CHICAGO, Oct. 1, 2014 /PRNewswire/ -- Further to the announcement on, Henderson Global Investors ( Henderson) has completed the acquisition of Geneva Capital Management ( Geneva). Founded in 1987, Geneva has assets under management (AUM) of $... The Street October 1, 2014 Geneva Capital Management joins Henderson Global Investors Geneva Capital Management joins Henderson Global Investors PR Newswire CHICAGO, June 30, 2014 CHICAGO, /PRNewswire/ -- Henderson Global Investors ("Henderson") has entered into an agreement to purchase the entire issued share capital of... Bloomberg Geneva Capital Management joins Henderson Global Investors

12 CHICAGO, /PRNewswire/ -- Henderson Global Investors ("Henderson") has entered into an agreement to purchase the entire issued share capital of Geneva Capital Management ("Geneva"). Founded in 1987, Geneva has assets under management ("AUM... Yahoo Finance Henderson s Geneva buy fills US gap Andrew Formica at Henderson Group will be taking a rest from acquisitions for some time after finally filling the hole in his global footprint with the $212 million acquisition of Geneva Capital Management. Australian Financial Review 2012 Mid-Cap SMA Manager of the Year: Geneva Capital Management This is an expanded profile of one of Investment Advisor-Prima Capital's 8th annual Separately Managed Account Managers of the Year. View the complete article with all the winners here. Read about the process of choosing this year's winners here. Think Advisor April 8, 2012 Henderson sees inflows of 5bn as institutional flows turn positive Assets under management at 30 June were up 10% to 74.7bn. The acquisition of Geneva Capital Management in June is expected to increase the firm's US AUM to 15% of the total. The firm hopes to double AUM by The firm also reported a boost to profits... Investment Week August 6, 2014

13 Market report: Bears sink claws into AO World Almost immediately, however, market-watchers began to question the company... The fund manager announced that it had bought American firm Geneva Capital Management for an initial consideration of $130m, with a further $70m to be paid based on future... Daily Telegraph July 1, 2014 Oklahoma Teachers takes two fixed-income managers off alert status The managers' alert status will expire Wednesday. Meanwhile, Geneva Capital Management remains on alert as a result of being acquired by Henderson Global Investors. While there is no current cause for concern, the committee recommended and the board... Pensions & Investments December 29, 2014 Henderson looks to Geneva to boost North American presence Henderson Global Investors will increase its assets under management in the US by 50 per cent through its US$130 million acquisition of Geneva Capital Management. Henderson chief executive, Andrew Formica, said the acquisition would create opportunities to... Money Management June 29, 2014 Key Executives for Geneva Capital Management Limited Amy S. Croen CFA No Relationships Co-Founder, Co-President, Managing Principal, Managing Director, and Portfolio Manager-- William A. Priebe No Relationships Co-Founder, Co-President, Managing Principal, Managing Director, and Portfolio Manager-- Kris... Bloomberg February 12, 2015

14 Tesla, Tupperware And 8 Other Winning Stocks Set For A Slide In 2014 I don t know if there is a person alive who doesn t expect there to be fewer printers sold next year and few PCs sold next year than last year and last year was terrible for them, says Jeff Middleswart... at Geneva Capital Management, points... Forbes December 23, 2013 UPDATE 2-UK fund manager Henderson's profits rise 13 pct, Q4 inflows weaken Henderson bought fund managers New Star and Gartmore in the past few years, and added U.S. equity manager Geneva Capital Management last year. The Geneva acquisition led to the unexpected fourth quarter institutional outflows, it said. Formica told... Reuters February 25, 2015 Thursday tips round-up: TSB, Aldermore, Henderson Group Fund manager Henderson Group has been executing well enough on its expansion plans. It recently acquired US -based Geneva Capital Management, an investment which is expected to provide an internal rate of return of 20%. That is certainly better than... ShareCast February 26, 2015 William F. Schneider Mr. William F. Schneider was a Director at Geneva Capital Management Limited. To contact Geneva Capital Management Limited, please visit. Company data is provided by Capital IQ. Please use this form to report any data issues. Bloomberg

15 February 21, 2015 Henderson Group Full Year Results Our Institutional business saw a net outflow in the fourth quarter, because of client withdrawls from Geneva Capital Management funds in the immediate aftermath of the change in ownership. Whilst this was unexpected, I am very comfortable with the progress... FE Trustnet February 25, 2015 Thursday tips round-up: TSB, Aldermore, Henderson Group It recently acquired US -based Geneva Capital Management, an investment which is expected to provide an internal rate of return of 20%. That is certainly better than leaving the money in the bank. Hargreaves Lansdown February 26, 2015 Tempus: Geneva opens the door to America Andrew Formica, the chief executive of Henderson Group, says that he is largely unfazed that, of the 3.4 billion of assets under management he acquired with the purchase of Geneva Capital Management in October, about 500 million has already walked out... The Times May 16, 2013 Profits jump at comeback kid Henderson Henderson said inflows were helped by the acquisitions of New Star and Gartmore. Last year s acquisition of Geneva Capital Management, a US equity manager, resulted in a 3.4bn increase in AUM. Henderson said the acquisition brought established...

16 Financial Times February 25, 2015 Kris Amborn Ms. Kris Amborn is a Principal, Chief Operating Officer, and Chief Compliance Officer at Geneva Capital Management Limited. Ms. Amborn oversees account administration, coordinates office administration, compliance administration, human resources... Bloomberg March 13, 2015 UK retail flows buoy Henderson but Formica warns on 'challenging' markets Total AUM rose from 74.7bn to 76.6bn in the third quarter. The figure rose to 79.9bn on 1 October with the completion of its acquisition of US equity firm Geneva Capital Management. Investment Week October 30, 2014 Henderson Group - US business update & acquisition Henderson Global Investors ("Henderson", "the Group") has entered into an agreement to acquire the entire issued share capital of Geneva Capital Management ("Geneva"). Founded in 1987, Geneva has assets under management ("AUM") of US$6.3bn¹ in Mid- and... The Wall Street Transcript More On HGRAX Picard joined Geneva Capital Management in 1999 as a marketing professional, working closely with the Investment Team to articulate Geneva's investment style and develop marketing strategy. For nine months prior to taking over coverage of several stocks in...

17 Yahoo Finance March 28, 2015 Thursday tips round-up: TSB, Aldermore, Henderson Group Fund manager Henderson Group has been executing well enough on its expansion plans. It recently acquired US -based Geneva Capital Management, an investment which is expected to provide an internal rate of return of 20%. That is certainly better than... IFA Magazine February 26, 2015 Henderson launches global natural resources fund At the end of last month, Henderson announced that it plans to acquire Geneva Capital Management, a US equities manager, for an initial consideration of $200m ( 117m). Henderson said it would pay $130m upfront, with a further $70m if revenue and growth... International Adviser July 2, 2014 Company Overview of Geneva Capital Management Limited Geneva Capital Management Limited is an employee owned investment manger. The firm primarily provides its services to individuals. It also caters to pension and profit sharing plans, high net worth individuals, investment companies, charitable... Bloomberg April 13, 2015 Henderson : Annual General Meeting Most of our investments focused on organic growth, but these initiatives were supplemented in October 2014 by the acquisition of Geneva Capital Management, to accelerate our progress in North

18 America. The launch of TIAA Henderson Real Estate in April Traders April 30, 2015 Henderson set to acquire US asset manager Henderson Global Investors plans to acquire Geneva Capital Management, a US equities manager for an initial consideration of $200m ( 117m). Henderson said it would pay $130m ( 75m) upfront, with a further $70m ( 40m) if revenue and growth-related... International Adviser Henderson Group - Annual General Meeting Most of our investments focused on organic growth, but these initiatives were supplemented in October 2014 by the acquisition of Geneva Capital Management, to accelerate our progress in North America. The launch of TIAA Henderson Real Estate in April FE Trustnet April 30, 2015 Kern County signs 2 U.S. small-cap equity managers Kern County Employees' Retirement Association, Bakersfield, Calif., will likely hire AllianceBernstein (AB) and Geneva Capital Management to run $65 million each in active domestic small-cap equities, said Peter Tirp, chief investment officer. The $ Pensions & Investments May 11, 2015 Henderson sees inflows of 5bn as institutional flows turn positive

19 Assets under management at 30 June were up 10% to 74.7bn. The acquisition of Geneva Capital Management in June is expected to increase the firm's US AUM to 15% of the total. The firm hopes to double AUM by The firm also reported a boost to profits... ProfessionallAdsviser August 6, 2014 Should you buy Henderson Group plc or Platinum Asset Management Limited for international exposure? Central to this is the acquisition of Geneva Capital Management (due to finalise in October). Geneva Capital has considerable expertise in US small / mid caps and like most value-based managers tends to perform better in periods of stable growth and down... Motley Fool Australia September 10, 2014 Henderson : *Henderson Group Acquires Geneva Capital Management 04/01 HENDERSON: *morgan stanley raises henderson group price target to 315 (290) pen.. 03/25 Top British fund executives face pay restraint as regulators circle 03/24 HENDERSON: *rbc capital markets upgrades henderson group plc (hgg.l) to outperf. 4 Traders Geneva Capital Management Limited INSIDERS ON Board Members To contact Geneva Capital Management Limited, please visit. Company data is provided by Capital IQ. Please use this form to report any data issues. Bloomberg May 23, 2015 Henderson assets buoyed by 5bn inflow

20 Meanwhile, in the US Henderson said its acquisition of Geneva Capital Management will increase its assets out in the region to around 15% of total assets under management. Net underlying income from was million at the end of June... City Wire August 7, 2014 Henderson Group - 1Q 2015 Trading Statement Institutional net flows of 0.7bn were largely driven by a substantial UK fixed income mandate win, offset by a UK fixed income mandate loss, net outflows from Geneva Capital Management - although at a reduced rate - and the rebalance of an enhanced index... The Wall Street Transcript April 29, 2015 Kern County hires 2 for small-cap equities, adds hedge fund The rest of funding comes from a domestic equity index fund managed by Mellon Capital Management. Mr. Tirp did not have that portfolio s size. Separately, the board approved the investment committee s recommendation to make a $17 million direct... Pensions & Investments June 17, 2015 Chicago Water Reclamation drops Profit as small-cap manager Also as of March 31, the pension fund had $13.1 million invested in Geneva Capital Management, an emerging small-cap growth manager. Susan Boutin, executive director, was not immediately available for additional information. Pensions & Investments June 26, 2015

21 More On HGRCX Picard joined Geneva Capital Management in 1999 as a marketing professional, working closely with the Investment Team to articulate Geneva's investment style and develop marketing strategy. For nine months prior to taking over coverage of several stocks in... Yahoo Finance July 30, 2015 Henderson launches global natural At the end of last month, Henderson announced that it plans to acquire Geneva Capital Management, a US equities manager, for an initial consideration of $200m ( 117m). Henderson said it would pay $130m upfront, with a further $70m if revenue and growth... International Adviser July 1, 2014 Henderson Group plc set to rally to record high: Here s why Henderson s cash levels are higher than what most investors were expecting as the fund manager has made a number of acquisitions including two Perennial funds and US growth manager Geneva Capital Management for around $120 million. The transactions have... Motley Fool Australia August 1, 2015 No news for Geneva Capital Management right now. Check back soon! Powered by DISCLAIMERS