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July 13, 1998 01:00 AM

SPECIAL REPORT: G

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    Gabelli Asset Management

    1 Corporate Center, Rye, NY 10580; phone: (914) 921-5000; fax: (914) 921-5060

    (U.S. $ millions)

    Total assets 15,245

    Total U.S. institutional tax-exempt 7,493

    Internal U.S. institutional tax-exempt 7,493

    Total international/global 455

    Internal international 29

    Active equity accounts 29

    Internal global 426

    Active equity accounts 320

    Balanced 21

    Active bond accounts 85

    Gabelli Asset Management Co. Inc. had $29 million in international accounts and $426 million in global accounts as of March 31.

    The firm's asset mix for international accounts was 93% equity and 7% cash as of March 31.

    As of the same date, its global account asset mix was 75% equity, 20% bonds and 5% cash.

    Analysts or portfolio managers are stationed in Reno, N.V., and Rye.

    The statistics shown above include data from Gabelli Fixed Income and Gabelli Funds Inc.

    The firm, a subsidiary of Gabelli Funds Inc., has been registered with the SEC since 1977.

    Mario J. Gabelli is chief investment officer; Marc Gabelli is client contact.

    GE Investments

    3003 Summer St., Stamford, CT 06905; phone: (203) 326-2300; fax: (203) 326-4106; www.ge.com

    (U.S. $ millions)

    Total assets 75,576

    Total U.S. institutional tax-exempt 57,272

    Internal U.S. institutional tax-exempt 48,683

    Total international/global 9,258

    Internal international 7,633

    Active equity accounts 6,142

    Indexed equity accounts 498

    Emerging markets equity 397

    Active bond accounts 596

    Internal global 271

    Active equity accounts 271

    Nondomestic pension assets 719

    GE Investments had $7.633 billion in international accounts and $271 million in global accounts as of March 31.

    The firm's asset mix for international accounts was 90% equity, 7% bonds and 3% cash as of March 31; equity assets were committed most heavily to France, the U.K., Germany, Japan and Italy.

    As of the same date, its global account asset mix was 97% equity and 3% cash; equity assets were committed most heavily to the U.S., France, the U.K., the Netherlands and Italy.

    The firm actively manages portfolios using a fundamental bottom-up approach to stock picking within a risk-controlled structure.

    In addition to the assets listed above, $1.354 billion in U.S. institutional tax-exempt assets are managed for international accounts on the firm's behalf by external managers.

    The firm manages $982 million in U.S. markets for non-U.S.-based institutional clients.

    Analysts or portfolio managers are stationed in Stamford; Los Angeles; London; and Tokyo.

    The firm, a subsidiary of General Electric, is registered with the SEC.

    John Myers is chief investment officer; Geoffrey Norman is client contact.

    Genesis Asset Managers

    21 Knightsbridge, London, SW1X 7LY England; phone: (44-171) 201-7200; fax: (44-171) 201-7450

    (U.S. $ millions)

    Total assets 7,411

    Total U.S. institutional tax-exempt 4,961

    Internal U.S. institutional tax-exempt 4,961

    Total international/global 4,961

    Internal international 4,961

    Emerging markets equity 4,961

    Nondomestic pension assets 4,961

    Genesis Asset Managers Ltd. had $4.961 billion in international accounts as of March 31. The firm's asset mix for those accounts was 100% equity as of that date; assets were committed most heavily to Argentina, Brazil, Chile, China and Mexico.

    The firm uses bottom-up, passive country selection combined with active security selection emphasizing high stable growth with value.

    Analysts or portfolio managers are stationed in London, Sao Paulo, Nairobi, New Delhi and Santiago.

    The firm, a subsidiary of Genesis Holdings International Ltd., has been registered with the SEC since 1990.

    Richard G.P. Carss is chief investment officer; Jeremy O. Paulson Ellis is client contact.

    Goldman, Sachs & Co. Asset Management Division

    1 New York Plaza, 40th Floor, New York, NY 10004; phone: (212) 902- 0100; fax: (212) 357-9015

    (U.S. $ millions)

    Total assets 142,315

    Total U.S. institutional tax-exempt 31,837

    Internal U.S. institutional tax-exempt 31,837

    Total international/global 3,252

    Internal international 621

    Active equity accounts 216

    Other 405

    Internal global 2,631

    Active equity accounts 85

    Balanced 2,546

    Nondomestic pension assets 39,125

    Goldman, Sachs & Co., Asset Management Division, had $621 million in international accounts and $2.631 billion in global accounts as of March 31.

    The firm's asset mix for international accounts was 35% equity, 65% currency as of March 31; equity assets were committed most heavily to Japan, the U.K., the Netherlands, Sweden and France.

    As of the same date, its global account asset mix was 79% equity, 18% bonds, 3% other; equity assets were committed most heavily to the U.S., Japan, the U.K., the Netherlands and Sweden.

    The firm is a multistyle manager. It combines traditional fundamental analysis with quantitative valuation modeling to identify attractive securities.

    The firm manages $7.629 billion in U.S. markets for non-U.S.-based institutional clients.

    Analysts or portfolio managers are stationed in New York, London, Tokyo, Singapore, Tampa, Princeton, Chicago and Paris.

    The firm, a subsidiary of Goldman, Sachs & Co., has been registered with the SEC since 1981.

    Sharmin Mossavar-Rahmini is chief investment officer; David K. Kaugher is client contact.

    Grantham, Mayo, Van Otterloo & Co. LLC

    40 Rowes Wharf, Boston, MA 02110; phone: (617) 330-7500; fax: (617) 261-0134

    (U.S. $ millions)

    Total assets 29,581

    Total U.S. institutional tax-exempt 24,740

    Internal U.S. institutional tax-exempt 24,740

    Total international/global 15,323

    Internal international 12,707

    Active equity accounts 11,126

    Emerging markets equity 1,581

    Internal global 2,616

    Active equity accounts 23

    Balanced 115

    Active bond accounts 1,374

    Emerging markets debt 1,104

    Nondomestic pension assets 2,072

    Grantham, Mayo, Van Otterloo & Co. LLC had $12.707 billion in international accounts and $2.616 billion in global accounts as of March 31.

    The firm's asset mix for international accounts was 98% equity and 2% cash as of March 31; equity assets were committed most heavily to the U.K., Italy, Germany, Switzerland and Japan.

    As of the same date, its global account asset mix was 5% equity, 94% bonds, 1% cash; equity assets were committed most heavily to the U.S., the U.K., Germany, Italy and Japan.

    The firm is a value-oriented investment manager.

    The firm manages $17 million in U.S. markets for non-U.S.-based institutional clients.

    Analysts or portfolio managers are stationed in Boston, Berkeley, London and Sydney.

    The firm has been registered with the SEC since 1977.

    Eyk Van Otterloo, Jeremy Grantham and Richard Mayo are senior investment officers; Topher Callahan is client contact.

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