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| Advisory Research, Inc. |
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| Chicago, IL |
| Year of investment: 2005 |
| www.advisoryresearch.com |
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| Advisory Research, Inc. is a value-oriented investment firm that manages public equity assets for major corporations, pension plans, foundations, endowments and high net worth individuals. The company uses a long-term and value-based investment style, coupled with a traditional, bottom-up approach to security analysis. Advisory Research, Inc. was acquired by Piper Jaffray Companies in March 2010. |
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| Affiliated Managers Group, Inc. (NYSE: AMG) |
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| Boston, MA |
| Year of investment: 1993 |
| www.amg.com |
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| Affiliated Managers Group, Inc. is an asset management holding company that acquires majority interests in growing, mid-sized asset management firms (its "Affiliates"). |
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| AIM Management Group Inc. |
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| (Now Invesco Ltd.) (IVZ) |
| Houston, TX |
| Year of investment: 1993 |
| www.invesco.com |
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| AIM Management Group is a leading sponsor of mutual funds and other investment products. In February 1997, AIM and INVESCO Plc, a publicly-traded UK investment management firm, merged to become AMVESCAP Plc. (now Invesco Ltd.; NYSE: IVZ). The combination of these two asset managers created a global firm with nearly $500 billion in assets under management. |
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| Allegis Realty Investors LLC |
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| Hartford, CT |
| Year of investment: 1996 |
| www.ubs.com |
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| Allegis Realty Investors is an institutional investment advisor that manages real estate equity assets on behalf of its clients. In December 1999, Allegis was acquired by UBS Asset Management, and it changed its name to UBS Brinson Realty Investors LLC. |
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| Altamira Investment Services, Inc. |
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| Toronto, Canada |
| Year of investment: 1997 |
| www.altamira.com |
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| Altamira manages money for mutual funds, pension funds, corporations and other major institutions. The company ranks as one of Canada's largest independent providers of mutual funds. In August 2002, Altamira was acquired by the National Bank of Canada. |
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