LIPPER TOP 20 Money Managers - 40 Quarters Returns
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1 LIPPER TOP 20 Money Managers - 40 Quarters Returns Performance Measurement Period: 40 Quarters Ending 03/31/2013 Mean Return for the Category and Period: % Universe Size: 56 Rank Firm Name/Portfolio 40 Quarters 1 Mittleman Investment Management, LLC - Concentrated Global Value Equity 23.10% $165.1M 2 ZPR Investment Management Inc. - International Equity Global 19.24% $39.0M 3 BlackRock, Inc. - BlackRock Energy & Resources Portfolio;Inst 16.01% $131.8M 4 BlackRock, Inc. - BlackRock Natural Resources Trust;Institutional 14.17% $103.0M 5 Morgan Stanley Investment Management Inc. - Global Franchise 13.57% $2440.0M 6 Allianz Global Investors U.S. LLC - AllianzGI Global Small-Cap Fund;Institutional 13.24% $30.9M 7 Morgan Stanley Investment Management Inc. - Morgan Stanley Inst Global Franchise Portfolio;I 12.99% $507.1M 8 Capital Research & Management Company - American Funds SMALLCAP World Fund;529-E 12.84% $43.2M 9 Aberdeen Asset Management PLC - Global Equity 12.53% $ M 10 Brandes Investment Partners, LP - Global Small Cap Equity 12.42% $194.0M 11 Harris Associates L.P. - Oakmark Global Fund;II 12.38% $35.4M 12 John Hsu Capital Group, Inc. - Global Top-Down Equity 12.29% $84.4M 13 BlackRock, Inc. - BlackRock Global SmallCap Fund;Institutional 12.06% $240.9M 14 Thomas White International Ltd. - Global Value Equities 11.95% $275.9M 15 MFS Investment Management - MFS Global Equity 11.77% $ M 16 Manning & Napier Advisors, LLC - M&N Non-U.S. Equity Labor CIT Fund 11.69% $587.2M 17 Aberdeen Asset Management PLC - Global Equity (All cap) - SRI 11.68% $1211.0M 18 MFS Investment Management - MFS Global Equity Fund;I 11.55% $543.0M 19 Capital Research & Management Company - American Funds New Perspective Fund;529-E 11.24% $64.7M 20 Manning & Napier Advisors, LLC - Global Equity 11.22% $970.9M
2 LIPPER TOP 20 Money Managers - 20 Quarters Returns Performance Measurement Period: 20 Quarters Ending 03/31/2013 Mean Return for the Category and Period: % Universe Size: 150 Rank Firm Name/Portfolio 20 Quarters 1 Mittleman Investment Management, LLC - Concentrated Global Value Equity 24.89% $165.1M 2 ZPR Investment Management Inc. - International Equity Global 18.88% $39.0M 3 Artisan Partners Limited Partnership - Artisan Global Opportunities 9.62% $1683.0M 4 Morgan Stanley Investment Management Inc. - Global Franchise 9.60% $2440.0M 5 Gabelli Funds - Gabelli SRI Fund Inc;I 9.58% $8.1M 6 Artisan Partners Limited Partnership - Artisan Global Value Equity 9.52% $5043.9M 7 Morgan Stanley Investment Management Inc. - Morgan Stanley Inst Global Franchise Portfolio;I 9.18% $507.1M 8 Putnam Investment Management, L.L.C. - Putnam Global Health Care Fund;R 8.67% $3.5M 9 Brandes Investment Partners, LP - Global Small Cap Equity 8.62% $194.0M 10 Johnston Asset Management Corp. - Large Cap Equity 7.49% $300.2M 11 MFS Investment Management - MFS Global Concentrated Equity 7.29% $ M 12 Nuveen Asset Management, LLC - Nuveen Tradewinds Value Opportunities Fund;I 7.03% $194.1M 13 Cambiar Investors LLC - Cambiar Aggressive Value Fund;Investor 6.95% $135.0M 14 Allianz Global Investors U.S. LLC - AllianzGI Technology Fund;Administrative 6.55% $47.4M 15 Calamos Advisors LLC - Calamos Global Growth Strategy 6.54% $663.7M 16 PageOne Financial, Inc. - Investors 6.43% $4.8M 17 ING U.S. Investment Management - ING Value Choice Fund;I 6.32% $27.3M 18 Windmill Capital LLC - Bliss Fund, LP 6.27% $21.5M 19 Epoch Investment Partners, Inc. - Global Equity Shareholder Yield 6.23% $ M 20 John Hancock Investment Management Services, LLC - John Hancock Global Shareholder Yield Fund;I 6.18% $710.9M
3 LIPPER TOP 40 Money Managers - 12 Quarters Returns Performance Measurement Period: 12 Quarters Ending 03/31/2013 Mean Return for the Category and Period: % Universe Size: 202 Rank Firm Name/Portfolio 12 Quarters 1 Mittleman Investment Management, LLC - Concentrated Global Value Equity 34.06% $165.1M 2 ZPR Investment Management Inc. - International Equity Global 21.59% $39.0M 3 Aberdeen Asset Management PLC - Global Equity Small Cap 18.93% $212.0M 4 Aberdeen Asset Management PLC - Aberdeen Global Small Cap Fund;IS 18.08% $1.2M 5 Copper Rock Capital Partners LLC - Global Small Cap 17.17% $470.0M 6 Allianz Global Investors U.S. LLC - AllianzGI Global Small-Cap Fund;Institutional 17.00% $30.9M 7 Janus Capital Management LLC - Janus Global Life Sciences Fund;I 16.92% $10.8M 8 Artisan Partners Limited Partnership - Artisan Global Opportunities 16.67% $1683.0M 9 Artisan Partners Limited Partnership - Artisan Global Equity 14.79% $80.2M 10 Morgan Stanley Investment Management Inc. - Global Franchise 14.54% $2440.0M 11 Vontobel Asset Management, Inc. - Global Equity 14.19% $2460.1M 12 Morgan Stanley Investment Management Inc. - Morgan Stanley Inst Global Franchise Portfolio;I 13.94% $507.1M 13 Artisan Partners Limited Partnership - Artisan Global Value Equity 13.84% $5043.9M 14 Robeco Investment Management Inc. - Robeco BP Global Value 13.57% $16.4M 15 Duff & Phelps Investment Management Company - Global Listed Infrastructure 13.55% $236.6M 16 Brandes Investment Partners, LP - Global Small Cap Equity 13.41% $194.0M 17 The Dreyfus Corporation - Dreyfus Worldwide Growth Fund;I 12.85% $108.1M 18 Epoch Investment Partners, Inc. - Global Equity Shareholder Yield 12.65% $ M 19 Delaware Investments - Delaware Focus Global Growth Fund;Inst 12.57% $10.1M 20 MFS Investment Management - MFS Global Concentrated Equity 12.54% $ M 21 Wells Fargo Funds Management, LLC - Wells Fargo Advantage Intrinsic World Eqty Fd;Adm 12.49% $5.3M 22 Kinetics Asset Management, Inc. - Kinetics Small Cap Opportunities Fund;Inst 12.36% $11.2M 23 Orbimed Advisors, LLC - Eaton Vance Worldwide Health Sciences Fund;I 12.28% $74.8M 24 Allianz Global Investors U.S. LLC - AllianzGI Global Water Fund;Institutional 12.26% $5.7M 25 MFS Investment Management - MFS Global Equity 12.12% $ M 25 Liberty Street Advisors, Inc - Liberty Street Horizon Fund;Institutional 12.12% $39.3M 27 Morgan Stanley GIS Applied Equity Advisors - Global Concentrated Equity 12.10% $216.0M 28 Newton Investment Management Ltd. - Global Equity Higher Income 12.03% $7682.3M 29 MFS Investment Management - MFS Global Equity Fund;I 12.01% $543.0M 30 John Hancock Investment Management Services, LLC - John Hancock Global Shareholder Yield Fund;I 11.92% $710.9M 31 William Blair & Company, L.L.C. - William Blair Global Leaders 11.87% $2439.5M 32 New York Life Investment Management, LLC - MainStay Epoch Global Equity Yield Fund;I 11.86% $1612.4M 33 ALPS Advisors, Inc. - ALPS/Red Rocks Listed Private Equity Fund;I 11.70% $137.8M 34 DWS Investments - DWS Global Small Cap Growth Fund;Institutional 11.60% $13.6M 35 William Blair & Company, L.L.C. - William Blair Global Leaders Fund;I 11.53% $49.3M 36 The Dreyfus Corporation - Dreyfus Global Equity Income Fund;I 11.33% $128.6M 37 MFS Investment Management - MFS Aggressive Growth Allocation Fund;I 11.26% $44.3M
4 38 Gabelli Funds - GAMCO Global Growth Fund;I 11.23% $1.1M 39 Columbia Management Investment Advisers, LLC - Columbia Marsico Global Fund;Z 11.19% $4.6M 40 Calamos Advisors LLC - Calamos Global Growth Strategy 11.18% $663.7M
5 LIPPER TOP 40 Money Managers - 4 Quarters Returns Performance Measurement Period: 4 Quarters Ending 03/31/2013 Mean Return for the Category and Period: % Universe Size: 253 Rank Firm Name/Portfolio 4 Quarters 1 Mittleman Investment Management, LLC - Concentrated Global Value Equity 32.92% $165.1M 2 ZPR Investment Management Inc. - International Equity Global 29.08% $39.0M 3 Kinetics Asset Management, Inc. - Kinetics Small Cap Opportunities Fund;Inst 28.79% $11.2M 4 Brandes Investment Partners, LP - Global Small Cap Equity 27.90% $194.0M 5 Artisan Partners Limited Partnership - Artisan Global Equity 25.09% $80.2M 6 ALPS Advisors, Inc. - ALPS/Red Rocks Listed Private Equity Fund;I 24.34% $137.8M 6 Janus Capital Management LLC - Janus Global Life Sciences Fund;I 24.34% $10.8M 8 Putnam Investment Management, L.L.C. - Putnam Global Health Care Fund;R 24.27% $3.5M 9 Copper Rock Capital Partners LLC - Global Small Cap 23.23% $470.0M 10 Liberty Street Advisors, Inc - Liberty Street Horizon Fund;Institutional 22.73% $39.3M 11 Aberdeen Asset Management PLC - Global Equity Small Cap 22.23% $212.0M 12 Frontegra Asset Management Co. - Frontegra MFG Global Equity;Institutional 21.97% $264.2M 13 Ranger International Management - Global Income & Growth 21.62% $336.7M 14 Morgan Stanley Investment Management Inc. - Morgan Stanley Institutional Global Discvry Port;I 21.55% $7.2M 15 Morgan Stanley Investment Management Inc. - Global Infrastructure Securities 21.12% $22.0M 16 Orbimed Advisors, LLC - Eaton Vance Worldwide Health Sciences Fund;I 20.84% $74.8M 17 SEI Investments (United States) - SEI Inst Mgd Global Managed Volatility Fund;A 20.83% $1394.6M 18 MFS Investment Management - MFS Global New Discovery Fund;I 20.43% $5.7M 19 Aberdeen Asset Management PLC - Aberdeen Global Small Cap Fund;IS 20.39% $1.2M 20 Allianz Global Investors U.S. LLC - AllianzGI Global Managed Volatility Fund;Inst 20.32% $15.2M 21 INTECH Investment Management LLC - Global Low Volatility 19.59% $20.0M 22 MFS Investment Management - MFS Global Concentrated Equity 19.45% $ M 22 Grantham, Mayo, Van Otterloo & Co. LLC (GMO) - GMO Flexible Equities Fund;III 19.45% $72.5M 24 Calvert Investment Management Inc. - Calvert Global Water Fund;Y 19.27% $11.9M 25 Artisan Partners Limited Partnership - Artisan Global Value Equity 19.15% $5043.9M 26 John Hancock Investment Management Services, LLC - John Hancock Technical Opportunities Fund;I 19.12% $18.0M 27 Morgan Stanley Investment Management Inc. - Morgan Stanley Global Insight Portfolio;I 18.84% $1.2M 27 Fidelity Management & Research Company - Fidelity Advisor Global Capital Apprec Fund;Inst 18.84% $27.2M 29 MFS Investment Management - MFS Global Equity 17.72% $ M 30 MFS Investment Management - MFS Global Equity Fund;I 17.44% $543.0M 31 Allianz Global Investors U.S. LLC - AllianzGI Global Small-Cap Fund;Institutional 17.30% $30.9M 32 Allianz Global Investors U.S. LLC - AllianzGI Global Water Fund;Institutional 16.77% $5.7M 33 MFS Investment Management - MFS Global Leaders Fund;I 16.59% $2.6M 34 AQR Capital Management, LLC - Global Defensive Equity 16.54% $292.8M 35 INTECH Investment Management LLC - Global High Dividend Core 16.51% $2.6M 36 Newton Investment Management Ltd. - Global Equity 16.34% $9148.3M 37 Leuthold Weeden Capital Management - Leuthold Global Industries Fund;Institutional 16.33% $4.6M
6 38 AQR Capital Management, LLC - Global Equity 15.89% $1991.4M 39 Martin Investment Management, LLC - Eco-Investing 15.77% $1.2M 40 INTECH Investment Management LLC - Global Large Cap Core 15.65% $2370.7M
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