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 09/30/2013 Mean Return for the Category and Period: % Universe Size: 61 Rank Firm Name/Portfolio 40 Quarters 1 Mittleman Investment Management, LLC - Concentrated Global Value Equity 20.74% $249.0M 2 BlackRock, Inc. - BlackRock Energy & Resources Portfolio;Inst 13.99% $102.2M 3 BlackRock, Inc. - BlackRock Natural Resources Trust;Institutional 13.32% $124.4M 4 Morgan Stanley Investment Management Inc. - Global Franchise 11.92% $2995.2M 5 Wells Fargo Funds Management, LLC - Wells Fargo Advantage Global Opportunities Fd;Adm 11.25% $52.5M 6 Morgan Stanley Investment Management Inc. - Morgan Stanley Inst Global Franchise Portfolio;A 11.10% $83.3M 7 Allianz Global Investors U.S. LLC - AllianzGI Global Small-Cap Fund;Institutional 10.86% $50.3M 8 MFS Investment Management - MFS Global Equity 10.69% $ M 9 Capital Research & Management Company - American Funds SMALLCAP World Fund;529-E 10.61% $48.5M 10 MFS Investment Management - MFS Global Equity Fund;I 10.50% $638.1M 11 John Hsu Capital Group, Inc. - Global Top-Down Equity 10.26% $92.6M 12 Manning & Napier Advisors, LLC - M&N Non-U.S. Equity Labor CIT Fund 10.16% $642.6M 13 BlackRock, Inc. - BlackRock Global SmallCap Fund;Institutional 10.04% $293.9M 14 Windmill Capital LLC - Bliss Fund, LP 9.94% $23.9M 15 Manning & Napier Advisors, LLC - Global Equity 9.92% $790.4M 16 Harris Associates L.P. - Oakmark Global Fund;II 9.87% $40.6M 17 American Century Investments - Global Growth (MSCI World) 9.78% $2521.4M 18 American Century Investments - American Century Global Growth Fund;Institutional 9.66% $53.0M 19 Capital Research & Management Company - American Funds New Perspective Fund;529-E 9.49% $70.8M 20 Capital Research & Management Company - American Funds Capital World Gro & Inc Fd;529-E 9.39% $120.1M
2 LIPPER TOP 20 Money Managers - 20 Quarters Returns Performance Measurement Period: 20 Quarters Ending 09/30/2013 Mean Return for the Category and Period: % Universe Size: 155 Rank Firm Name/Portfolio 20 Quarters 1 Mittleman Investment Management, LLC - Concentrated Global Value Equity 37.20% $249.0M 2 Cambiar Investors LLC - Cambiar Aggressive Value Fund;Investor 16.62% $153.3M 3 Morgan Stanley Investment Management Inc. - Global Opportunity 16.36% $77.0M 4 Brandes Investment Partners, LP - Global Small Cap Equity 15.90% $195.0M 5 Allianz Global Investors U.S. LLC - AllianzGI Technology Fund;Administrative 15.51% $61.5M 6 Allianz Global Investors U.S. LLC - AllianzGI Global Small-Cap Fund;Institutional 14.89% $50.3M 7 Kinetics Asset Management, Inc. - Kinetics Small Cap Opportunities Fund;Inst 14.67% $24.2M 8 Artisan Partners Limited Partnership - Artisan Global Opportunities 14.13% $2428.5M 9 Artisan Partners Limited Partnership - Artisan Global Value Equity 13.57% $6774.6M 10 Morgan Stanley Investment Management Inc. - Global Franchise 13.42% $2995.2M 11 MFS Investment Management - MFS Global Concentrated Equity 13.10% $ M 12 Calamos Advisors LLC - Calamos Global Growth Strategy 12.56% $524.7M 13 Nuveen Asset Management, LLC - Nuveen Tradewinds Value Opportunities Fund;I 12.53% $178.8M 14 Morgan Stanley Investment Management Inc. - Morgan Stanley Inst Global Franchise Portfolio;A 12.44% $83.3M 15 Robeco Investment Management Inc. - Robeco BP Global Value 12.29% $17.8M 16 Tradewinds Global Investors, LLC - Global All-Cap 12.22% $1836.7M 17 Nuveen Asset Management, LLC - Global Infrastructure fund 12.18% $1515.1M 18 Gabelli Funds - Gabelli SRI Fund Inc;I 12.08% $10.5M 19 Capital Research & Management Company - American Funds SMALLCAP World Fund;529-E 11.92% $48.5M 20 BlackRock, Inc. - Managed Account Series Global SmallCap Portfolio 11.73% $169.2M
3 LIPPER TOP 20 Money Managers - 12 Quarters Returns Performance Measurement Period: 12 Quarters Ending 09/30/2013 Mean Return for the Category and Period: % Universe Size: 198 Rank Firm Name/Portfolio 12 Quarters 1 Mittleman Investment Management, LLC - Concentrated Global Value Equity 36.15% $249.0M 2 Janus Capital Management LLC - Janus Global Life Sciences Fund;I 25.92% $18.7M 3 Allianz Global Investors U.S. LLC - AllianzGI Global Small-Cap Fund;Institutional 20.48% $50.3M 4 Robeco Investment Management Inc. - Robeco BP Global Value 20.05% $17.8M 5 Copper Rock Capital Partners LLC - Global Small Cap 19.80% $944.0M 6 Kinetics Asset Management, Inc. - Kinetics Small Cap Opportunities Fund;Inst 18.92% $24.2M 7 Orbimed Advisors, LLC - Eaton Vance Worldwide Health Sciences Fund;I 18.00% $89.9M 8 Artisan Partners Limited Partnership - Artisan Global Value Equity 17.62% $6774.6M 9 Artisan Partners Limited Partnership - Artisan Global Opportunities 17.55% $2428.5M 10 Brandes Investment Partners, LP - Global Small Cap Equity 17.32% $195.0M 11 Artisan Partners Limited Partnership - Artisan Global Equity 17.31% $231.2M 12 Liberty Street Advisors, Inc - Liberty Street Horizon Fund;Institutional 17.03% $46.1M 13 Putnam Investment Management, L.L.C. - Putnam Global Health Care Fund;R 16.18% $4.2M 14 Morgan Stanley Investment Management Inc. - Global Infrastructure Securities 15.75% $25.0M 15 MFS Investment Management - MFS Global Concentrated Equity 15.70% $ M 16 MFS Investment Management - MFS Global Equity 15.41% $ M 17 Gabelli Funds - GAMCO Global Growth Fund;I 15.35% $1.2M 18 MFS Investment Management - MFS Global Equity Fund;I 15.33% $638.1M 19 Wells Fargo Funds Management, LLC - Wells Fargo Advantage Intrinsic World Eqty Fd;Adm 15.00% $5.3M 20 Calvert Investment Management Inc. - Calvert Global Water Fund;Y 14.88% $31.0M
4 LIPPER TOP 40 Money Managers - 4 Quarters Returns Performance Measurement Period: 4 Quarters Ending 09/30/2013 Mean Return for the Category and Period: % Universe Size: 270 Rank Firm Name/Portfolio 4 Quarters 1 Kinetics Asset Management, Inc. - Kinetics Small Cap Opportunities Fund;Inst 50.25% $24.2M 2 Morgan Stanley Investment Management Inc. - Morgan Stanley Institutional Global Discvry Port;A 48.60% $1.4M 3 Mittleman Investment Management, LLC - Concentrated Global Value Equity 46.08% $249.0M 4 HealthCor Management, L.P. - HealthCor Long Offshore Master Fund, L.P % $92.0M 5 Janus Capital Management LLC - Janus Global Life Sciences Fund;I 41.51% $18.7M 6 John Hancock Investment Management Services, LLC - John Hancock Technical Opportunities Fund;I 39.51% $22.9M 7 Harris Associates L.P. - Oakmark Global Fund;II 39.11% $40.6M 8 Liberty Street Advisors, Inc - Liberty Street Horizon Fund;Institutional 34.26% $46.1M 9 Copper Rock Capital Partners LLC - Global Small Cap 34.19% $944.0M 10 Nuveen Asset Management, LLC - Nuveen Global Growth Fund;I 34.17% $4.6M 11 Cambiar Investors LLC - Cambiar Aggressive Value Fund;Investor 33.36% $153.3M 12 UBS Global Asset Management (Americas), Inc. - Global Sustainable Equity 32.89% $121.9M 13 Robeco Investment Management Inc. - Robeco BP Global Value 32.19% $17.8M 14 Morgan Stanley Investment Management Inc. - Morgan Stanley Global Insight Portfolio;I 32.16% $1.4M 15 Brandes Investment Partners, LP - Global Small Cap Equity 31.75% $195.0M 15 Pax World Management Corporation - Pax World Global Environmental Markets Fd;Inst 31.75% $29.9M 17 UBS Global Asset Management (Americas), Inc. - Global Equity Portfolio 31.72% $959.4M 18 Davis Selected Advisers, L.P., d.b.a. Davis Advisors - Davis Global Fund;Y 31.68% $90.7M 19 Leuthold Weeden Capital Management - Leuthold Global Industries Fund;Institutional 31.17% $11.6M 20 Cambiar Investors LLC - Cambiar Global Select Fund;Investor 31.02% $1.7M 21 Allianz Global Investors U.S. LLC - AllianzGI Global Small-Cap Fund;Institutional 30.76% $50.3M 22 Davis Selected Advisers, L.P., d.b.a. Davis Advisors - Davis Global 30.60% $451.8M 23 Grantham, Mayo, Van Otterloo & Co. LLC (GMO) - GMO Global Focused Equity Fund;III 30.59% $10.4M 24 UBS Global Asset Management (Americas), Inc. - Global Innovators 29.52% $177.0M 25 DuPont Capital Management Corporation - DCM Global Equity Fundamental 29.48% $75.2M 26 Prudential Investments, LLC - Prudential Financial Services Fund;R 29.26% $2.5M 27 Allianz Global Investors U.S. LLC - AllianzGI Technology Fund;Administrative 29.25% $61.5M 27 Sierra Investment Partners Inc. - Global Equity - Templeton 29.25% $3349.5M 29 Ariel Investments - Ariel Global Fund;Institutional 29.15% $26.8M 30 Putnam Investment Management, L.L.C. - Putnam Global Health Care Fund;R 29.14% $4.2M 31 AllianceBernstein L.P. - AllianceBernstein Global Value Fund;Advisor 29.12% $21.4M 32 Ariel Investments - Ariel Global Equity Product 29.11% $38.1M 33 DWS Investments - DWS Global Small Cap Growth Fund;Institutional 29.03% $21.3M 34 Orbimed Advisors, LLC - Eaton Vance Worldwide Health Sciences Fund;I 28.69% $89.9M 35 UBS Global Asset Management (Americas), Inc. - Global Growth 28.67% $83.6M 36 BlackRock, Inc. - Managed Account Series Global SmallCap Portfolio 28.53% $169.2M 37 Brandes Investment Partners, LP - Global Equity 28.05% $4718.0M
5 38 AQR Capital Management, LLC - International Small Cap 27.48% $1392.0M 39 BlackRock, Inc. - BlackRock Global SmallCap Fund;Institutional 27.35% $293.9M 40 Morgan Stanley Investment Management Inc. - Global Opportunity 27.30% $77.0M
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