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Managers of U.S. Assets for Canadian Plan Sponsors February 2008
Privileged and confidential, not for further distribution
Benefits and Pensions Monitor makes no representations or warranties as to the availability, accuracy or completeness of any information contained herein and expressly disclaims any obligation to update said information. Benefits and Pensions Monitor further assumes no liability or responsibility for any errors or omissions in the content of this report.
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All totals are in C$ millions as of Dec. 31, 2006, unless otherwise noted.
ABN AMRO ASSET MANAGEMENT Christine Girvan, CEO; 79 Wellington St. W., 15th Floor, Box 114, TD Centre, Toronto, ON M5K 1G8 PH: 416-365-6785 Web: www.asset.abnamro.ca Canadian Clients: 7 With US Assets: 2 US Equities - Large Cap Growth: $340M US Assets Managed: $340M Pension Assets Managed: $48,605M Relationships: Montag & Caldwell Other Assets Managed: Global Equities & Bonds, Real Estate Securities, Currency, Funds of Hedge Funds, Emerging Markets Equities & Bonds, Regional & Single Country Equities & Bonds
AEGON CAPITAL MANAGEMENT INC. Neil Tolentino, Senior Sales & Marketing Analyst; 5000 Yonge St., Toronto, ON M2N 7J8 PH: 416-883-5793 Fax: 416-883-5790 Web: www.aegoncapital.ca Manager Style - Size Bias: All Cap Style Bias: Growth Bond Management: Credit
AIM TRIMARK INVESTMENTS/INVESCO Bruce E. Winch, Vice-president & National Lead, Institutional Investments; 120 Bloor St. E., Ste. 700, Toronto, ON M4W 1B7 PH: 416-324-7448 Fax: 416-324-6288 Web: www.institutional.invesco.com Manager Style - Size Bias: Mid, Large Cap Style Bias: Value, Growth Bond Management: Duration, Credit, Yield Curve DC Services: Investment management only
AMERICAN CENTURY INVESTMENTS Ellen DeNicola, Vice-president, Institutional Consultant Relations; 4500 Main St., Kansas City, MO 64111 PH: 866-628-8826 Fax: 816-340-3931 Web: www.americancentury.com/institutional Canadian Clients: 2 With US Assets: 2 US Equities - Large Cap Value: $115.2M Other Assets: EAFE: $265.5 US Assets Managed: $380.7M Pension Assets Managed: $16,865.5M Managed US Since: 1958 Other Assets Managed: EAFE, Emerging Markets, Global, International Small Cap, International Small/Mid Cap
AURION CAPITAL MANAGEMENT INC. James Clark, Vice-president, Business Development; 120 Adelaide St. W., Ste. 2205, Toronto, ON M5H 1T1 PH: 416-866-2445 Fax: 416-363-6206 Web: www.aurion.ca Canadian Clients: 10 With US Assets: 1 Other Assets: Index with option-based overlay: $316M Passive/Index Products Used: Indexing is done using Index-based Swap and ETFs Managed US Since: 1996 Other Assets Managed: Canadian
Equity, Fixed Income, Real Estate, Absolute Return
BARCLAYS GLOBAL INVESTORS CANADA LIMITED Eric Leveille, Managing Director, Head of Client Relationships; Brookfield Place, 161 Bay St., Ste. 2500, Box 614, Toronto, ON M5J 2S1 PH: 416-643-4000 Fax: 416-643-4049 Web: www.barclaysglobal.com Canadian Clients: 169 With US Assets: 107 U.S. Bonds - Passive: $32.9M Other Assets: US Equities Active: $4.2B US Equities Passive: $4B US Synthetic: $466.6M US Assets Managed: $8.7B Pension Assets Managed: $48.5B Passive/Index Products Used: Index funds that track the S&P 500, Russell 1000, 2000, 3000 Hedged & Unhedged Benchmarks Managed US For: 37 years Other Assets Managed: Passive & Active: Balanced, Canadian Equity, Fixed Income, EAFE, Global, Emerging Markets, Currency, Commodities; Hedge Funds
BEUTEL, GOODMAN & COMPANY LTD. William W. Ashby, President; 20 Eglinton Ave. W., Ste. 2000, Toronto, ON M4R 1K8 PH: 416-485-1010 Fax: 416-485-1799 Web: www.beutelgoodman.com Canadian Clients: 247 With US Assets: 19 - not including those with US assets as part of their Balanced Mandate US Equities - Large Cap Value: $335M US Assets Managed: $335M Pension Assets Managed: $14,442M Managed US Since: 1988 Other Assets Managed: International (EAFE) Equity, Global Equity, World Focus Equity, Canadian Equity, Canadian Fixed Income, Canadian and Global Dividend
BLACKROCK Douglas Waggoner, Managing Director; 40 East 52nd St., New York, NY 10022 PH: 212-810-3388 Fax: 212-935-1370 Web: www.blackrock.com Canadian Clients: 6 With US Assets: 1 US Equities -Small Cap Value: $149.9M - Reflects US Small/Mid Value assets Other Assets: $2,614.1M in Global and Non-dollar Fixed Income and Equity mandates US Assets Managed: $149.9M Pension Assets Managed: $315,208.2M Passive/Index Products Used: 20 benchmarks, including the S&P 500, S&P Mid Cap 400, Russell 1000, Russell 1000 Growth, Russell 1000 Value, Russell 2000, Russell 3000, MSCI EAFE, MSCI Kokusai, MSCI World, MSCI North America, FTSE All-Share, FTSE 100, FTSE World Regions, Wilshire Managed US Since: 1988 Other Assets Managed: Fixed Income, Liquidity, Equity, Asset Allocation/Balanced, Alternatives, Real Estate
BNY/MELLON ASSET MANAGEMENT Richard Terres, Director of Marketing, Canada; 320 Bay St., Toronto, ON M5H 4A6 PH: 416-643-6354 Fax: 416-643-5902 Web: www.melloninstitutional.com Canadian Clients: 71 With US Assets: 4 US Equities - Large Cap Value: $25.8M All Cap Growth: $16.9M Passive: $151.5M Other Assets: Small Cap Core: $32.2M US Assets Managed: $226.4M Pension Assets Managed: $14,600M Passive/Index Products Used: Variety of index products, including specialty index management based on client’s request Relationships: Boston Company Asset Management, Mellon Capital Management, Franklin Portfolio Associates, Mellon Equity Associates, Standish Mellon Asset Management, Mellon Global Alternative Investments, Hamon Asset Management, EACM Advisors, Pareto, West LB Mellon, Walter Scott & Partners Limited, Newton Capital Management, Gannett Welsh & Kotler Managed US Since: 1869 Other Assets Managed: EAFE, Emerging Markets, Global Tactical Asset Allocation, Hedge Funds, Currency Overlay, Global Bonds, Real Estate
BONAVISTA ASSET MANAGEMENT LTD. Chris Brisebois, Vice-president; 1 Adelaide St. E., Ste. 2320, Box 207, Toronto, ON M5C 2V9 PH: 416-342-2191 Fax: 416-342-2195 Web: www.bonavista.ca Canadian Clients: 29 With US Assets: 25 US Equities - Large Cap Value: $77M US Assets Managed: $77M Pension Assets Managed: $1.2B Passive/Index Products Used: S&P 500 Relationships: PH&N, Sprucegrove Managed US For: More than 30 years Other Assets Managed: Balanced, Canadian Equity, International Equities, Bonds, Money Market
BRANDES INVESTMENT PARTNERS, L.P. Clifford Schireson, Director - Institutional Services; 11988 El Camino Real, Ste. 500, San Diego, CA 92130 PH: 858-755-0239 Fax: 858-755-0916 Web: www.brandes.com Canadian Clients: 10 With US Assets: 4 Global Equity mandates which include US Equities Pension Assets Managed: $45,163M Managed US Since: 1974 Other Assets Managed: International (EAFE+) Equity, Global Equity, International (EAFE+) Small Cap Equity, Global Small Cap Equity, International (EAFE+) Mid Cap Equity, Global Mid Cap Equity, Emerging Markets Equity, European Equity, Japan Equity, US Value Equity, US Large Cap Value Equity, US Small Cap Value Equity, Core Fixed Income, Core Plus Fixed Income, Corporate Focus Fixed Income, Intermediate Fixed Income,
Enhanced
BROOKFIELD ASSET MANAGEMENT Katherine Vyse, Senior Vice-president, Global Marketing & Communications; Brookfield Place, 181 Bay St., Ste. 300, Toronto, ON M5J 2T3 PH: 416-369-8246 Fax: 416-363-2856 Web: www.brookfield.com Canadian Clients: 7 With US Assets: 6 Managed US For: 35 years
BURGUNDY ASSET MANAGEMENT LTD. Kelly Battle, Vice-president; 181 Bay St., Ste. 4510, Brookfield Place, Bay Wellington Tower, Toronto, ON M5J 2T3 PH: 416-869-3222 Fax: 416-869-9036 Web: www.burgundyasset.com Canadian Clients: 53 With US Assets: 5 US Equities - Large Cap Value: $83.2M Mid Cap Value: $15.3M Small Cap Value: $151.8M Other Assets: Balanced: $598.3M Canadian Equity: $817.5M Canadian (Small Cap) Equity: $65.7M Canadian (Large Cap) Equity: $393.6M Global Equity: $167.3M North American Equity: $28.7M US Assets Managed: $250.3M Pension Assets Managed: $2,321.4M Managed US Since: 1991 Other Assets Managed: Canadian Equities (All Cap – closed, Large Cap, Small Cap – closed); European Equities; EAFE Equities; Asian Equities; Global Equities; Bonds
CAPITAL GUARDIAN TRUST COMPANY Michelle Savoy, President; BCE Place, 181 Bay St., Ste. 3730, Toronto, ON M5J 2T3 PH: 416-369-0660 Fax: 416-815-2070 Web: www.capgroup.com Canadian Clients: 60 With US Assets: 5 US Equities - Core: $643.2M US Assets Managed: $643.2M Pension Assets Managed: 159,618M Managed US Since: 1968 Other Assets Managed: EAFE, Emerging Markets, Global Equity, ACWE and Single Country, Private Equity
CIBC GLOBAL ASSET MANAGEMENT Michel Jalbert, Vice-president, Head of Institutional Business Development & Marketing; 1000 de la Gauchetiere W., Ste. 3200, Montreal, QC H3B 4W5 PH: 514-875-7045 ext. 3647 Fax: 514-875-9364 Web: www.cibcam.com Canadian Clients: 155 With US Assets: 19 US Equities - Core: $136.2M Passive: $551.5M US Assets Managed: $687.7M Pension Assets Managed: $14,449.6M Passive/Index Products Used: S&P 500, NASDAQ, Wilshire 5000 Managed US Since: 1982 Other Assets Managed: Money Market, Canadian Bond, Canadian Equity, EAFE Equity, Immunization, Currency, Asset Mix Overlay, Global Tactical Asset Allocation, Balanced, Asian Equities, Commodities
CO-OPERATORS INVESTMENT COUNSELLING LIMITED Judith Lowes, Vice-president, Investment Services; 130 Macdonell St., Guelph, ON N1H 6P8 PH: 519-767-3901 Fax: 519-824-7040 Web: www.cooperatorsinvestment.ca Canadian Clients: 17 With US Assets: 7 US Equities - Large Cap Value: $3.3M Other Assets: US Equities Growth at a Reasonable Price US Assets Managed: $82.2M Pension Assets Managed: $4,227M Managed US Since: 1992
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. Bruce Shewfelt, Head of Institutional Sales, CC&L Financial Group; 2200-1111 West Georgia St., Vancouver, BC V6E 4M3 PH: 416-869-7827 Fax: 416-363-2089 Web: www.cclinvest.com Canadian Clients: 95 With US Assets: 35 US Equities - Core: $153.4M: Small Cap Core: $20M US Market Neutral: $186.8M US Assets Managed: $360.2M Pension Assets Managed: $14,627.3M Managed US Since: 1998 Other Assets Managed: Canadian Equities (Long only, Market Neutral, 120/20), Fixed Income, Balanced, Global Equities, Multi-strategy Hedge Funds, Portable Alpha Strategies
DIMENSIONAL FUND ADVISORS INC. Peter Hallett, Regional Director; 2630 - 1075 W. Georgia St., Vancouver, BC V6E 3C9 PH: 604-685-1690 Fax: 604-685-1653 Web: www.dimensional.com Canadian Clients: 7 With US Assets: 5 US Equities – Small Cap Value: $294.4M All Cap Value: $31.4M US Assets Managed: $325.8M Pension Assets Managed: $60,000M Managed US Since: 1981 Other Assets Managed: EAFE, Emerging, Single Country, Regional, Global, Global Fixed, REITs
FIDELITY INVESTMENTS CANADA ULC Michael Barnett, Executive Vice-president, Institutional Retirement Services; 483 Bay St., Ste. 300, Toronto, ON M5G 2N7 PH: 416-217-7584 Fax: 416-307-5511 Web: www.fidelity.ca/retirementsolutions Canadian Clients: DCRK: 109 DCIO: 16 DB: 37 TOTAL: 162 With US Assets: 74 US Equities - Large Cap Value: $500,000 Large Cap Growth: $72.5M Small Cap Growth: $7.6M Core: $96M US Bonds - Active: $600,000 US Assets Managed: $177.2M Pension Assets Managed: $9,233.3M Passive/Index Products Used: TD US Index Fund, BGICL Daily US Equity Index Relationships: MFDA: Franklin Templeton, McLean Budden, TDAM; Insurance: AIM Trimark, Barclays Global Investors, Jarislowsky Fraser, MFC Global, McLean Budden, Phillips, Hagar & North, UBS Managed US For: 23 years Other Assets Managed: Canadian Equities, US Equities, Canadian Equities, US Equities, EAFE Equities, Global Equities, Emerging Markets Equities, Single Country/Regional Mandates, Canadian Fixed Income, Canadian Bond Core Plus, US High Yield Fixed Income, Global Fixed Income, Emerging Market Fixed Income, Canadian Balanced, Global Balanced, Canadian Money
Market, Global Real Estate
*All totals as of November 30, 2007
FOYSTON, GORDON & PAYNE INC. David Adkins, Vice-president; 1 Adelaide St. E., Ste. 2600, Box 200, Toronto, ON M5C 2V9 PH: 416-362-4725 Fax: 416-367-1183 Web: www.foyston.com Canadian Clients: 86 With US Assets: 45 US Equities - All Cap Value: $866.9M AUS Assets Managed: $866.9M Pension Assets Managed: $5,637.5M Managed US Since: 1993 Other Assets Managed: Canadian Equity, International Equity, Foreign Equity, Global Equity, Fixed Income
FRANKLIN TEMPLETON INSTITUTIONAL Serge De Rango, Vice-president, Institutional Investments, Eastern Canada; Jim Brace, Vice-president, Institutional Investments, Eastern Canada; Terry Kirby, Vice-president, Business Development, Ontario; Mark Bandola, Vice-president, Business Development, Prairies; Bill Bradley, Vice-president, Institutional Investment; 200 King St. W., Ste. 1400, Toronto, ON M5H 3T4 PH: Toronto: 416-957-6000 Calgary: 403-266-4664 Montreal: 514-281-0205 Fax: Toronto: 416-364-6643, Calgary: 403-263-6578, Montreal: 514-281-6215 Web: www.franklintempletoninstitutional.ca Canadian Clients: 37 With US Assets: 16 US Assets Managed: $44.6M Pension Assets Managed: $1, 577.8M Relationships: Bissett: Franklin Advisory Services, LLC Managed US Since: Bissett: 1982, Franklin: 1947 Other Assets Managed: Balanced Mandates, Canadian Equity, Canadian Fixed Income, Canadian Core Plus Fixed Income, Emerging Markets Equity, Emerging Markets Fixed Income, Income Trusts, Global Fixed Income, Global Bond Plus Fixed Income, Global Equity, Global Real Estate, Hedge Funds, International Equity, Retirement Target Date/Risk Portfolios, US Equity, Alternatives
* Includes Bissett Investment Management
GE ASSET MANAGEMENT INCORPORATED Keith Smith, President, GE Asset Management Canada; 2300 Meadowvale Blvd., Mississauga, ON L5N 5P9 PH: 905-858-6683 Fax: 905-858-5218 Web: www.geam.com Canadian Clients: 22 With US Assets: 10 US Equities - Large Cap Value: $1.1B Large Cap Growth: $557.8M Core: $262.5M US Assets Managed: $1.9B Pension Assets Managed: $80.1B Managed US For: 75 years Other Assets Managed: Equities: International (EAFE), Emerging Markets, Global, Europe, Japan, China, India, Canadian, International Metals & Mining; Private Equity; Real Estate; US Fixed Income
GREYSTONE Mark Schoenhals, Chief Marketing Officer; 300-1230 Blackfoot Dr., Regina, SK S4S 7G4 PH: 306-779-6400 Fax: 306-584-0552 Web: www.greystone.ca Canadian Clients: 138 With US Assets: 47 US Equities - Large Cap Value: $125.7M Large Cap Growth: $1,095.7M Mid Cap Growth: $163.9M US Assets Managed: $1,162.5M Pension Assets Managed: $23,391.8M Passive/Index Products Used: S&P 500, Russell 1000 Growth, Russell 100 Value Relationships: Goldman Sachs Asset Management Managed US For: 18 years Other Assets Managed: Canadian Equities, Canadian Bonds, Canadian Money Market, Global Bonds, North American Equity, Global Equity, International Equity, Canadian Real Estate, Canadian Mortgages
GUARDIAN CAPITAL LP Nadi Naderi, Vice-president, Investment Services; Commerce Court W., Ste. 3100, Toronto, ON M5L 1E8 PH: 416-947-4039 Web: www.guardiancapitallp.com Canadian Clients: 42 With US Assets: 8 US Equities - Core: $22M US Assets Managed: $22M Pension Assets Managed: $7,783M Managed US For: 22 years Other Assets Managed: EAFE, Global
GWL INVESTMENT MANAGEMENT LTD. Patrick J. Clarke, Vice-president, Investment Counselling; 100 Osborne St. N., Winnipeg, MB R3C 3A5 PH: 204-946-8701 Fax: 204-946-8818 Web: www.gwlim.ca US Equities - Mid Cap Growth: $58.8M All Cap Growth: $217M US Assets Managed: $275.8M Pension Assets Managed: $5,627.9M Relationships: AGF Funds Inc. Managed US For: 25 years Other Assets Managed: EAFE
HEXAVEST INC. Robert Brunelle, Senior Vice-president; 1100 Rene-Levesque Blvd. W., Ste. 1340, Montreal, QC H3B 4N4 PH: 514-390-1225 Fax: 514-390-1184 Web: www.hexavest.com Canadian Clients: 38 With US Assets: 4 US Equities - Large Cap Value: $206.5M US Assets Managed: $206.5M Pension Assets Managed: $1,010M Managed US Since: 1991 Other Assets Managed: EAFE, Global (ex. Canada), Tactical Asset Allocation, Canadian Equities
HILLSDALE INVESTMENT MANAGEMENT INC. Allan Hutton, Manager, Consulting Services; 401 Bay St., Ste. 2315, Box 124, Toronto, ON M5H 2Y4 PH: 416-364-9993 x113 Fax: 416-364-1218 Canadian Clients: 6 With US Assets: 1 US Equities - Small Cap Growth: $12M US Assets Managed: $13M Pension Assets Managed: $242M Managed US For: 12 years Other Assets Managed: Canadian Equities, International Equities, Hedge Funds, Customized Solutions
HOWSON TATTERSALL INVESTMENT COUNSEL Taras Klymenko, Director, Institutional; 70 University Ave., Ste. 1100, Box 20, Toronto, ON M5J 2M4 PH: 416-227-1617 x4360 Fax: 416-979-7424 Web: www.howsontattersall.com Canadian Clients: 28 With US Assets: 16 US Equities - All Cap Value: $110.5M
HSBC INVESTMENTS (CANADA) LIMITED Murray McLean, Head of Institutional Investments; 600 – 70 York St., Toronto, ON M5J 1S9 PH: 416-868-1584 Fax: 416-361-6345 Web: http://www.hsbcinvestments.com Manager Style - Size Bias: Large Cap Style Bias: GARP Bond Management: Duration DC Services: Investment management
INTEGRA CAPITAL MANAGEMENT Ian E. Cottrell, Director of Client & Consulting Services; 2020 Winston Park Dr., Ste. 200, Oakville, ON L6H 6X7 PH: 905-829-1131 Fax: 905-829-0726 Web: www.integra.com Canadian Clients: 116 With US Assets: 99 US Equities - Large Cap Value: $342.8M Mid Cap Growth:$33.6M All Cap Value: $217M Core: $119.9M US Bonds - Active: $31.7M US Assets Managed: $745M Pension Assets Managed: $4,293.5M Relationships: Atlantic Trust Pell Rudman; Barrow, Hanley, Mewhinney & Strauss; Analytic Investors; Acadian
Asset Management; Newton Capital Management; NWQ Investment Management; Lincluden Management, Gryphon Investment Counsel Managed US Since: 1987 Other Assets Managed: Canadian Equities, Canadian
Bonds, Global Equities, Alternative Investments, Global Bonds, International Equities
JANUS CAPITAL GROUP INC. Robert Broley, Executive Director, Corporates, Foundations & Endowments; 151 Detroit St., Denver, CO 80206 PH: 416-207-3305 Fax: 416-207-2075 Web: www.janusintech.com Canadian Clients: 7 With US Assets: 7 US Equities - Large Cap Value: $135.5M Large Cap Growth: $319.9M Core: $1,345.4M Other Assets: Individual Trust: $4.3M US Assets Managed: $1,800.8M Relationships: INTECH, Perkins, Janus Distributors LLC. Managed US Since: Janus: 1969 INTECH: 1987 Perkins: 1980 Other Assets Managed: EAFE, Global
JARISLOWSKY FRASER LIMITED Peter Godec, Partner; 20 Queen St. W., Ste. 3100, Toronto, ON M5H 3R3 PH: 416-363-7417 Fax: 416-363-8079 Web: www.jfl.ca Canadian Clients: 450 With US Assets: 290 US Equities - GARP: $3B US Assets Managed: $3B Pension Assets Managed: $31B Managed US For: 45 years Other Assets Managed: EAFE
JPMORGAN ASSET MANAGEMENT CANADA Mark Doyle, Vice-president, Senior Client Advisor; 200 Bay St., South Tower, Ste. 1800, Toronto, ON M5J 2J2 PH: 416-981-9109 Fax: 416-981-9196 Web: www.jpmorgan.com/pages/jpmorgan/am/ia Canadian Clients: 32 With US Assets: 5 US Equities - Core: $2,160M US Bonds - Active: $65M Passive: US Assets Managed: $2,225M Pension Assets Managed: $235,333M Managed US Since: 1871 Other Assets Managed: EAFE, EM, Single Country Regional Mandates, Hedge Funds, PE, Real Estate, REITs, Global Equity, Currency, Global Fixed Income, Asset Allocation
As of September 30, 2007
KBSH CAPITAL MANAGEMENT INC. Craig Auwaerter, Vice-president, Head of Institutional Marketing; One Toronto St., Ste. 700, Toronto, ON M5C 2V6 PH: 416-815-4320 Fax: 416-868-1770 Web: www.kbsh.ca Canadian Clients: 50 With US Assets: 22 US Equities – All Cap Growth: $278.7M US Assets Managed: $278.7M Pension Assets Managed: $1,986.8M Managed US For: 28 years Other Assets Managed: Balanced Fund, Endowment/Foundation Balanced Fund, Canadian Growth Equity Fund, Special (Mid Cap Focus) Equity Fund, Small Cap Canadian Equity Fund,
Canadian Bond Fund, Canadian Corporate Bond Fund, Canadian High Yield Bond Fund, Canadian Long-term Bond Fund, Canadian Short-term Bond Fund, Money Market Fund, Global Equity Fund, EAFE Equity Fund, Pacific Basin Equity Fund, European Equity Fund, Emerging Markets Equity Fund, EAFE Equity Small Cap Fund, Global Equity Small Cap Fund, American Equity Fund, US Growth Equity Fund, US Equity Small Cap Fund, Enhanced Income Fund, Equity Income Fund
LEGG MASON CANADA INC. David Gregoire, Vice-president & Co-business Head; 320 Bay St., Ste. 1400, Toronto, ON M5H 4A6 PH: 416-594-2979 Fax: 416-860-0628 Web: www.leggmasoncanada.com Canadian Clients: 112 With US Assets: 22 US Equities - Large Cap Value: $1,041.4M Core: $450.7M Other Assets: Small/Mid Cap Value: $100.6M US Assets Managed: $1,592.7M Pension Assets Managed: $5,815.9M Relationships: Brandywine Global Investment Management, LLC; Legg Mason Capital Management, Inc.; Batterymarch Financial Management, Inc.; Private Capital Management, LP Managed US Since: Brandywine - 1986; Legg Mason - 1982; Batterymarch - 1969; Private Capital Management - 1987
LONDON CAPITAL MANAGEMENT LTD. Nancy Harris, Senior Vice-president, Marketing; 255 Dufferin Ave., London, ON N6A 4K1 PH: 519-435-4128 Fax: 519-435-7501 US Equities - Core: $397.8M US Assets Managed: $397.8M Pension Assets Managed: $3,633.2M Managed US Since: 1988 Other Assets Managed: EAFE
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