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May 01, 2000 01:00 AM

[H] Largest Managers

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    John Hancock Advisers Inc.

    6501 Americas Parkway N.E., Suite 950, Albuquerque, NM 87110-8120; phone: (505) 888-9500; fax: (505) 888-0874

    ($ millions)

    Total assets managed worldwide 131

    Total worldwide institutional assets 91

    Total U.S. tax-exempt assets 99

    Total U.S. institutional tax-exempt 85

    Internal U.S. institutional tax-exempt 85

    Asset mix:

    Equity 40%

    Fixed income 51%

    Cash 9%

    Internal U.S. institutional tax-exempt assets in:

    U.S. equity, active 34

    U.S. bond, active 43

    Cash 8

    Active domestic equity strategies:

    Value

    Broad market 34

    Active domestic fixed-income strategies:

    Market timing/active duration 43

    Defined contribution assets:

    Total 6

    Internally managed 6

    No. of portfolio managers 2

    Size of research staff 3

    Robert Freedman is chief investment officer; Vern H. Curtis is client contact.

    Hancock Agricultural Investment Group

    99 High St., Boston, MA 02110-2320; phone: (617) 747-1610

    See entry for JOHN HANCOCK FINANCIAL SERVICES.

    Hancock Bond and Corporate Finance Group

    P.O. Box 111, Boston, MA 02117-0111; phone: (617) 572-4558

    See entry for JOHN HANCOCK FINANCIAL SERVICES.

    John Hancock Financial Services

    200 Clarendon St., P.O. Box 111, Boston, MA 02117; phone: (617) 572-6000; www.jhancock.com

    ($ millions)

    Total assets managed worldwide 69,079

    Total worldwide institutional assets 37,678

    Total U.S. tax-exempt assets 36,978

    Total U.S. institutional tax-exempt 36,978

    Internal U.S. institutional tax-exempt 35,941

    Defined contribution assets:

    Tota 13,434

    Internally managed 13,434

    In addition to the assets listed above, John Hancock Financial Services oversees $1.037 billion in U.S. institutional assets managed by external firms.

    John DeCiccio is chief investment officer.

    The assets of the following subsidiaries are included in the totals above:

    * Energy Investors Funds Group manages $519.2 million in independent power projects. Herbert Magid is client contact.

    * Hancock Agricultural Investment Group manages $378.1 million in equity farmland investments. Jeffrey A. Conrad is client contact.

    * Hancock Bond and Corporate Finance Group manages $35 billion in private placements and other fixed-income investments. John W. Pluta is client contact.

    * Hancock Real Estate Investment Group manages commercial mortgage and equity real estate investments. Deborah McAneny is client contact.

    * Hancock Timber Resource Group manages $3.1 billion in timberland investments. Philip Boole is client contact.

    * John Hancock Guaranteed & Structured Financial Products manages traditional and alternative GICs. Joseph Fournier is client contact.

    John Hancock Funds

    101 Huntington Ave., Boston, MA 02199; phone: (617) 375-1500; fax: (617) 375-4710;

    www.jhancock.com/funds

    ($ millions)

    Total assets managed worldwide 30,496

    Total worldwide institutional assets 4,827

    Total U.S. tax-exempt assets 9,675

    Total U.S. institutional tax-exempt 2,428

    Internal U.S. institutional tax-exempt 2,428

    Asset mix:

    Equity 10%

    Fixed income 90%

    Internal U.S. institutional tax-exempt assets in:

    U.S. equity, active 173

    Foreign equity, active 79

    U.S. bond, active 1,963

    Foreign bond, active 213

    Active domestic equity strategies:

    Growth

    Large cap 43

    Midcap 27

    Small cap 86

    Value

    Small cap 17

    Active international equity strategies:

    Global mandate 3

    Developed markets mandate 76

    Active domestic fixed-income strategies:

    Sector rotation 1,963

    Mutual fund assets:

    Worldwide mutual fund assets 25,759

    Defined contribution assets:

    Total 1,999

    Internally managed 1,999

    No. of portfolio managers 35

    Size of research staff 26

    Robert Freedman is chief investment officer; Diane Hallett is client contact.

    The assets of Sovereign Asset Management are included in the figures above.

    John Hancock Guaranteed & Structured Financial Products

    P.O. Box 111, Boston, MA 02117-0111; phone: (617) 572-4598

    See entry for JOHN HANCOCK FINANCIAL SERVICES.

    Hancock Real Estate Investment Group

    P.O. Box 111, Boston MA 02117-0111; phone: (617) 572-4522

    See entry for JOHN HANCOCK FINANCIAL SERVICES.

    Hancock Timber Resource Group

    99 High St., Boston, MA 02110-2320; phone: (617) 747-1527

    See entry for JOHN HANCOCK FINANCIAL SERVICES.

    Harbert Management Corp.

    1 Riverchase Parkway S., Birmingham, AL 35244; phone: (205) 987-5500; fax: (205) 987-5568; www.harbert.net

    ($ millions)

    Total assets managed worldwide 605

    Total worldwide institutional assets 586

    Total U.S. tax-exempt assets 41

    Total U.S. institutional tax-exempt 41

    Internal U.S. institutional tax-exempt 41

    Asset mix:

    Fixed income 32%

    Equity real estate 61%

    Other 7%

    Internal U.S. institutional tax-exempt assets in:

    Private equity, domestic 1

    Venture capital 1

    U.S. bond, active 13

    Equity real estate, domestic 25

    Active domestic fixed-income strategies:

    Mezzanine debt 13

    No. of portfolio managers 17

    Size of research staff 9

    Harbert Management Corp. offers real estate, private equity and venture capital asset management. In real estate, it assembles portfolios of economically diverse assets in the Southeastern United States, emphasizing current cash flow and performance enhancement opportunities. For private equity, it invests in middle-market companies located principally in the Southern United States. And for venture capital, it makes seed, startup and early stage investments principally in information technology and life science companies in the Southeast.

    Michael Luce is chief investment officer; Charles D. Miller is client contact.

    Harbor Capital Management Co. Inc.

    125 High St., Suite 2600, Boston, MA 02110; phone: (617) 478-7200; fax: (617) 439-9789

    ($ millions)

    Total assets managed worldwide 9,303

    Total worldwide institutional assets 7,890

    Total U.S. tax-exempt assets 7,107

    Total U.S. institutional tax-exempt 7,019

    Internal U.S. institutional tax-exempt 7,019

    Asset mix:

    Equity 79%

    Fixed income 20%

    Cash 1%

    Internal U.S. institutional tax-exempt assets in:

    Asset allocation/balanced 1,682

    U.S. equity, active 4,386

    Foreign equity, active 868

    U.S. bond, active 729

    Active domestic equity strategies:

    Growth

    Large cap 367

    Value

    Large cap 19

    Core

    Large cap 3,099

    Midcap 71

    Small cap 119

    No. of portfolio managers 13

    Size of research staff 8

    Frederick G.P. Thorne is chief investment officer; Karen Smith is client contact.

    Harding, Loevner Management LP

    50 Division St., Suite 401, Somerville, NJ 08876; phone: (908) 218-7900; fax: (908) 218-1915; www.hardingloevner.com

    ($ millions)

    Total assets managed worldwide 1,423

    Total worldwide institutional assets 953

    Total U.S. tax-exempt assets 953

    Total U.S. institutional tax-exempt 953

    Internal U.S. institutional tax-exempt 953

    Asset mix:

    Equity 97%

    Fixed income 1%

    Cash 2%

    Internal U.S. institutional tax-exempt assets in:

    Asset allocation/balanced 33

    U.S. equity, active 51

    Foreign equity, active 874

    U.S. bond, active 4

    U.S. bond, enhanced index 2

    High-yield bonds 2

    Mortgage-backed securities 2

    Cash 18

    Active domestic equity strategies:

    Growth

    Large cap 40

    Midcap 5

    Small cap 6

    Active international equity strategies:

    Global mandate 77

    Emerging markets mandate 2

    Developed markets mandate 795

    Active domestic fixed-income strategies:

    Stable value 4

    Mutual fund assets:

    Worldwide mutual fund assets 435

    No. of portfolio managers 5

    Size of research staff 2

    Daniel Harding is chief investment officer; Robin Norton is client contact.

    Harleysville Asset Management

    355 Maple Ave., Harleysville, PA 19438; phone: (215) 256-5025; fax: (215) 256-5601;

    www.harleysvillegroup.com

    ($ millions)

    Total assets managed worldwide 2,655

    Total worldwide institutional assets 2,655

    Total U.S. tax-exempt assets 129

    Total U.S. institutional tax-exempt 129

    Internal U.S. institutional tax-exempt 129

    Asset mix:

    Equity 70%

    Fixed income 27%

    Cash 3%

    Internal U.S. institutional tax-exempt assets in:

    U.S. equity, active 90

    U.S. bond, enhanced index 30

    Mortgage-backed securities 5

    Cash 4

    Active domestic equity strategies:

    Growth

    Large cap 90

    No. of portfolio managers 3

    Size of research staff 3

    Mark R. Cummins is chief investment officer and client contact.

    Robert Harrell Inc.

    8310 Capital of Texas Highway North Suite 320, Austin, TX 78732; fax: (512) 795-0633; www.harrel.com

    ($ millions)

    Total assets managed worldwide 1,809

    Total worldwide institutional assets 1,793

    Total U.S. tax-exempt assets 1,793

    U.S. tax-exempt institutional:

    Internal 75

    Assigned to other firms 1,718

    Internal U.S. institutional tax-exempt asset mix:

    Equity 60%

    Cash 40%

    Internal U.S. institutional tax-exempt assets in:

    Asset allocation/balanced 75

    Overlay strategies:

    Derivative strategies 75

    Internally managed underlying assets 75

    Size of research staff 2

    Benjamin Napier is chief investment officer; Sandra K. Larsen is client contact.

    Harris Associates LP

    2 N. LaSalle St., Suite 500, Chicago, IL 60602-3790; phone: (312) 621-0600; fax: (312) 621-0233

    ($ millions)

    Total assets managed worldwide 12,566

    Total worldwide institutional assets 5,831

    Total U.S. tax-exempt assets 4,248

    Total U.S. institutional tax-exempt 1,978

    Internal U.S. institutional tax-exempt 1,978

    Asset mix:

    Equity 81%

    Fixed income 12%

    Cash 7%

    Internal U.S. institutional tax-exempt assets in:

    Asset allocation/balanced 691

    U.S. equity, active 1,611

    U.S. bond, active 238

    Cash 129

    Active domestic equity strategies:

    Value

    Large cap 644

    Midcap 967

    Active domestic fixed-income strategies:

    Sector rotation 238

    Mutual fund assets:

    Worldwide mutual fund assets 6,735

    Defined contribution assets:

    Total 1,171

    Internally managed 1,171

    No. of portfolio managers 17

    Size of research staff 12

    Robert M. Levy is chief investment officer; Thomas J. Barron is client contact.

    Harris Bretall Sullivan & Smith LLC

    1 Sansome St., Suite 3300, San Francisco, CA 94104; phone: (415) 765-8300; fax: (415) 397-0429; www.hbss.com

    ($ millions)

    Total assets managed worldwide 5,815

    Total worldwide institutional assets 2,287

    Total U.S. tax-exempt assets 2,930

    Total U.S. institutional tax-exempt 1,346

    Internal U.S. institutional tax-exempt 1,346

    Asset mix:

    Equity 74%

    Fixed income 24%

    Cash 2%

    Internal U.S. institutional tax-exempt assets in:

    U.S. equity, active 996

    U.S. bond, active 323

    Cash 27

    Active domestic equity strategies:

    Growth

    Large cap 996

    Mutual fund assets:

    Worldwide mutual fund assets 26

    Defined contribution assets:

    Tota 163

    Internally managed 163

    No. of portfolio managers 12

    Size of research staff 3

    Henry B.D. Smith is chief investment officer; Gordon Ceresino is client contact.

    Harris Investment Management Inc.

    190 S. LaSalle St., Chicago, IL 60603; phone: (312) 765-8155; fax: (312) 765-8169

    ($ millions)

    Total assets managed worldwide 14,130

    Total worldwide institutional assets 14,113

    Total U.S. tax-exempt assets 5,297

    Total U.S. institutional tax-exempt 5,297

    Internal U.S. institutional tax-exempt 5,297

    Asset mix:

    Equity 42%

    Fixed income 55%

    Cash 3%

    Internal U.S. institutional tax-exempt assets in:

    Long-short (market neutral) 31

    Asset allocation/balanced 2,076

    U.S. equity, active 1,951

    U.S. equity, passive 179

    U.S. equity, enhanced index 75

    U.S. bond, active 2,646

    High-yield bonds 14

    Mortgage-backed securities 248

    Cash 183

    Active domestic equity strategies:

    Value

    Large cap 1,307

    Passive domestic equity strategies:

    Core

    Large cap 179

    Active domestic fixed-income strategies:

    Sector rotation 1,323

    Market timing/active duration 1,323

    Mutual fund assets:

    Worldwide mutual fund assets 6,709

    Defined contribution assets:

    Tota 321

    Internally managed 321

    No. of portfolio managers 18

    Size of research staff 16

    William Leszinske is chief investment officer; Joseph Caticchio is client contact.

    Hart Advisers Inc. 1 Mill Pond Lane, Simsbury, CT 06070; phone: (860) 651-4000; fax: (860) 651-4016;

    hartadvisers.com

    ($ millions)

    Total assets managed worldwide 406

    Total worldwide institutional assets 406

    Total U.S. tax-exempt assets 406

    Total U.S. institutional tax-exempt 406

    Internal U.S. institutional tax-exempt 406

    Asset mix:

    Equity real estate 100%

    Internal U.S. institutional tax-exempt assets in:

    Equity real estate, domestic 406

    No. of portfolio managers 1

    Size of research staff 2

    Hart Advisers Inc. invests in commercial real estate, using a conservative contrarian approach.

    William H. Holmes is chief investment officer; Sharon Ann Miller is client contact.

    Hartford Investment Management Co.

    55 Farmington Ave., Hartford, CT 06105; phone: (860) 297-6704; fax: (860) 297-8881

    ($ millions)

    Total assets managed worldwide 59,162

    Total worldwide institutional assets 59,162

    Total U.S. tax-exempt assets 26,127

    Total U.S. institutional tax-exempt 26,127

    Internal U.S. institutional tax-exempt 26,127

    Asset mix:

    Equity 18%

    Fixed income 70%

    Cash 12%

    Internal U.S. institutional tax-exempt assets in:

    U.S. equity, active 777

    U.S. equity, passive 3,956

    U.S. bond, active 8,453

    U.S. bond, passive 4,759

    High-yield bonds 53

    Mortgage-backed securities 4,903

    Cash 3,206

    Passive domestic equity strategies:

    Core

    Large cap 3,726

    Midcap 230

    Active domestic fixed-income strategies:

    Sector rotation 2,433

    Customized 6,020

    Overlay strategies:

    Other 20

    Internally managed underlying assets 20

    Mutual fund assets:

    Worldwide mutual fund assets 5,485

    No. of portfolio managers 15

    Size of research staff 16

    Andrew Kohnke is chief investment officer; Richard Allison is client contact.

    Havell Capital Management

    1285 Avenue of the Americas 18th Floor, New York, NY 10019; phone: (212) 484-3075; fax: (212) 484-3089

    ($ millions)

    Total assets managed worldwide 120

    Total worldwide institutional assets 30

    Total U.S. tax-exempt assets 20

    Total U.S. institutional tax-exempt 20

    Internal U.S. institutional tax-exempt 20

    Asset mix:

    Fixed income 100%

    Internal U.S. institutional tax-exempt assets in:

    U.S. bond, active 5

    Foreign bond, active 5

    High-yield bonds 5

    Mortgages 5

    No. of portfolio managers 2

    Size of research staff 2

    Theresa Havell is chief investment officer; Julia Wyatt is client contact.

    Haven Capital Management Inc.

    655 Third Ave., 19th Floor, New York, NY 10017; phone: (212) 953-2322; fax: (212) 818-9044;

    havencapital.com%A0;p%A0;($ millions)

    Total assets managed worldwide 703

    Total worldwide institutional assets 314

    Total U.S. tax-exempt assets 314

    Total U.S. institutional tax-exempt 314

    Internal U.S. institutional tax-exempt 314

    Asset mix:

    Equity 47%

    Fixed income 49%

    Cash 4%

    Internal U.S. institutional tax-exempt assets in:

    Asset allocation/balanced 93

    U.S. equity, active 140

    REITs 8

    U.S. bond, active 119

    Mortgage-backed securities 34

    Cash 13

    Active domestic equity strategies:

    Value

    Large cap 70

    Midcap 70

    Mutual fund assets:

    Worldwide mutual fund assets 72

    No. of portfolio managers 4

    Denis M. Turko is chief investment officer and client contact.

    Hearthstone Advisors Inc.

    16133 Ventura Blvd., Suite 1400, Encino, CA 91436; phone: (818) 385-0005

    ($ millions)

    Total assets managed worldwide 1,404

    Total worldwide institutional assets 1,404

    Total U.S. tax-exempt assets 1,404

    Total U.S. institutional tax-exempt 1,404

    Internal U.S. institutional tax-exempt 1,404

    Asset mix:

    Equity real estate 100%

    Internal U.S. institutional tax-exempt assets in:

    Equity real estate, domestic 1,404

    James Z. Pugash is chief investment officer and client contact.

    Heartland Capital Management

    251 N. Illinois St., Suite 300,

    Indianapolis, IN 46204; phone: (317) 383-2000; fax: (317) 383-2020

    ($ millions)

    Total assets managed worldwide 1,936

    Total worldwide institutional assets 728

    Total U.S. tax-exempt assets 1,085

    Total U.S. institutional tax-exempt 728

    Internal U.S. institutional tax-exempt 728

    Asset mix:

    Equity 75%

    Fixed income 20%

    Cash 5%

    Internal U.S. institutional tax-exempt assets in:

    U.S. equity, active 546

    U.S. bond, active 146

    Cash 36

    Active domestic equity strategies:

    Growth

    Large cap 546

    Active domestic fixed-income strategies:

    Market timing/active duration 146

    No. of portfolio managers 7

    Size of research staff 2

    Robert Markley is chief investment officer and client contact.

    Heitman

    180 N. LaSalle St., Suite 3500, Chicago, IL 60601; phone: (312) 855-5700; fax: (312) 855-5803; www.heitman.com

    ($ millions)


    Total worldwide institutional assets 8,970

    Total U.S. tax-exempt assets 8,547

    Total U.S. institutional tax-exempt 8,547

    Internal U.S. institutional tax-exempt 8,547

    Asset mix:

    Equity 6%

    Equity real estate 94%

    Internal U.S. institutional tax-exempt assets in:

    REITs 519

    Equity real estate, domestic 8,028

    Mutual fund assets:

    Worldwide mutual fund assets 95

    No. of portfolio managers 21

    Size of research staff 3

    Maury Tognarelli is chief investment officer; Mary Ludgin is client contact.

    Hellman, Jordan Management Co. Inc.

    75 State St., Boston, MA 02109; phone: (617) 261-9800; fax: (617) 261-9801

    ($ millions)

    Total assets managed worldwide 1,059

    Total U.S. tax-exempt assets 661

    Total U.S. institutional tax-exempt 661

    Internal U.S. institutional tax-exempt 661

    Asset mix:

    Equity 70%

    Cash 30%

    Internal U.S. institutional tax-exempt assets in:

    Hedge funds 276

    U.S. equity, active 463

    Cash 198


    Growth

    Large cap 463

    No. of portfolio managers 2

    Size of research staff 2

    Gerald R. Jordan Jr. is chief investment officer; David B. Crosby is client contact.

    Henderson Investors

    737 N. Michigan Ave., 19th Floor, Chicago, IL 60611; phone: (312) 397-1122; fax: (312) 397-1494; www.henderson.com

    ($ millions)

    Total assets managed worldwide 136,545

    Total worldwide institutional assets 82,170

    Total U.S. tax-exempt assets 1,759

    Total U.S. institutional tax-exempt 1,759

    Internal U.S. institutional tax-exempt 1,759

    Asset mix:

    Equity 48%

    Equity real estate 52%

    Internal U.S. institutional tax-exempt assets in:

    Foreign equity, active 840

    Equity real estate 919

    Active international equity strategies:

    Developed markets mandate 840

    Charles Wurtzebach is chief investment officer; David McWhorter is client contact.

    Heritage Investors Management Corp.

    7101 Wisconsin Ave., Suite 1112, Bethesda, MD 20814

    ($ millions)

    Total assets managed worldwide 747

    Total worldwide institutional assets 120

    Total U.S. tax-exempt assets 265

    Total U.S. institutional tax-exempt 120

    Internal U.S. institutional tax-exempt 120

    Asset mix:

    Equity 48%

    Fixed income 48%

    Cash 4%

    Internal U.S. institutional tax-exempt assets in:

    Asset allocation/balanced 120

    U.S. equity, active 57

    U.S. bond, active 57

    Cash 5

    Active domestic equity strategies:

    Value

    Large cap 46

    Midcap 2

    Active domestic fixed-income strategies:

    Stable value 48

    Michael S. Cornfeld is chief investment officer.

    HGK Asset Management Inc.

    525 Washington Blvd., 26th Floor, Jersey City, NJ 07310; phone: (201) 659-3700; fax: (201) 659-4566; www.hgk.com

    ($ millions)

    Total assets managed worldwide 2,629

    Total worldwide institutional assets 2,629

    Total U.S. tax-exempt assets 2,629

    Total U.S. institutional tax-exempt 2,629

    Internal U.S. institutional tax-exempt 2,629

    Asset mix:

    Equity 28%

    Fixed income 71%

    Cash 1%

    Internal U.S. institutional tax-exempt assets in:

    Asset allocation/balanced 745

    U.S. equity, active 723

    Foreign equity, active 24

    U.S. bond, active 1,849

    Cash 33

    Active domestic equity strategies:

    Value

    Large cap 653

    Midcap 94

    Active domestic fixed-income strategies:

    Sector rotation 1,849

    Mutual fund assets:

    Worldwide mutual fund assets 23

    No. of portfolio managers 10

    Jeffrey T. Harris is chief investment officer; David C. Hauck is client contact.

    Hibernia National Bank

    P.O. Box 61540, 7th Floor, New Orleans, LA 70130; phone: (504) 533-5505; fax: (504) 533-5947; www.hibernia.com

    ($ millions)

    Total assets managed worldwide 3,727

    Total worldwide institutional assets 3,544

    Total U.S. tax-exempt assets 1,120

    Total U.S. institutional tax-exempt 1,120

    Internal U.S. institutional tax-exempt 1,120

    Asset mix:

    Equity 45%

    Fixed income 46%

    Cash 9%

    Internal U.S. institutional tax-exempt assets in:

    U.S. equity, active 498

    U.S. bond, active 510

    Cash 112

    Active domestic equity strategies:

    Core

    Large cap 20

    Midcap 478

    Active domestic fixed-income strategies:

    Sector rotation 510

    Mutual fund assets:

    Worldwide mutual fund assets 1,000

    No. of portfolio managers 5

    Size of research staff 1

    James McElroy is chief investment officer; Pierre Lapeyre is client contact.

    HighMark Capital Management Inc.

    445 S. Figueroa St., 5th Floor, Los Angeles, CA 90071; phone: (213) 236-7167; fax: (213) 236-6865; www.highmarkcapmgmt.com

    ($ millions)

    Total assets managed worldwide 19,847

    Total worldwide institutional assets 14,191

    Total U.S. tax-exempt assets 5,627

    Total U.S. institutional tax-exempt 5,523

    Internal U.S. institutional tax-exempt 5,523

    Asset mix:

    Equity 52%

    Fixed income 20%

    Cash 28%

    Internal U.S. institutional tax-exempt assets in:

    Asset allocation/balanced 1,656

    U.S. equity, active 1,138

    U.S. bond, active 1,727

    Cash 1,002

    Active domestic equity strategies:

    Growth

    Large cap 3

    Value

    Large cap 572

    Active domestic fixed-income strategies:

    Stable value 334

    Mutual fund assets:

    Worldwide mutual fund assets 9,379

    Defined contribution assets:

    Total 880

    Internally managed 880

    No. of portfolio managers 38

    Size of research staff 6

    Luke Mazur is chief investment officer; Chip Howard is client contact.

    HLM Management Co. Inc.

    222 Berkeley St., Boston, MA 02116; phone: (617) 266-0030; fax: (617) 266-3619

    ($ millions)

    Total assets managed worldwide 957

    Total worldwide institutional assets 940

    Total U.S. tax-exempt assets 730

    Total U.S. institutional tax-exempt 730

    Internal U.S. institutional tax-exempt 730

    Asset mix:

    Equity 100%

    Internal U.S. institutional tax-exempt assets in:

    U.S. equity, active 730

    Active domestic equity strategies:

    Growth

    Large cap 730

    No. of portfolio managers 5

    Size of research staff 4

    Ann Hutchins is chief investment officer; Vincent J. Fabiani is client contact.

    HM Capital Management Inc.

    218 E. 10th St., Indianapolis, IN 46202; phone: (317) 231-9752

    ($ millions)

    Total assets managed worldwide 26

    Total worldwide institutional assets 26

    Total U.S. tax-exempt assets 26

    Total U.S. institutional tax-exempt 26

    Internal U.S. institutional tax-exempt 26

    Asset mix:

    Fixed income 97%

    Cash 3%

    Internal U.S. institutional tax-exempt assets in:

    U.S. bond, active 25

    Cash 1

    No. of portfolio managers 3

    Max E. Hudspeth is chief investment officer; Rhonda Miller is client contact.

    Hoisington Investment Management Co.

    1250 S. Capital of Texas Highway, No. 3-600, Austin, TX 78746; phone: (512) 327-7200; fax: (512) 327-8646

    ($ millions)

    Total assets managed worldwide 3,599

    Total worldwide institutional assets 3,599

    Total U.S. tax-exempt assets 3,397

    Total U.S. institutional tax-exempt 3,397

    Internal U.S. institutional tax-exempt 3,397

    Asset mix:

    Fixed income 100%

    Internal U.S. institutional tax-exempt assets in:

    U.S. bond, active 3,346

    Foreign bond, active 51

    Active domestic fixed-income strategies:

    Market timing/active duration 3,346

    Mutual fund assets:

    Worldwide mutual fund assets 66

    Defined contribution assets:

    Total 44

    Internally managed 44

    No. of portfolio managers 3

    Size of research staff 2

    Van R. Hoisington is chief investment officer; Janice Teague Green is client contact.

    Holland Capital Management

    35 W. Wacker Drive, Suite 3260, Chicago, IL 60601; phone: (312) 553-1000; fax: (312) 553-1031

    ($ millions)

    Total assets managed worldwide 708

    Total worldwide institutional assets 679

    Total U.S. tax-exempt assets 678

    Total U.S. institutional tax-exempt 674

    Internal U.S. institutional tax-exempt 674

    Asset mix:

    Equity 63%

    Fixed income 37%

    Internal U.S. institutional tax-exempt assets in:

    Asset allocation/balanced 62

    U.S. equity, active 421

    U.S. bond, active 253

    Active domestic equity strategies:

    Growth

    Large cap 421

    Active domestic fixed-income strategies:

    Core active 253

    Mutual fund assets:

    Worldwide mutual fund assets 11

    Defined contribution assets:

    Total 64

    Internally managed 64

    No. of portfolio managers 3

    Size of research staff 3

    Louis A. Holland is chief investment officer; Monica Walker is client contact.

    Holt-Smith & Yates Advisors

    2810 Crossroads Drive, Suite 4900, Madison, WI 60523; phone: (608) 249-4488; fax: (608) 249-7988

    ($ millions)

    Total assets managed worldwide 303

    Total worldwide institutional assets 161

    Total U.S. tax-exempt assets 194

    Total U.S. institutional tax-exempt 161

    Internal U.S. institutional tax-exempt 161

    Asset mix:

    Equity 71%

    Fixed income 29%

    Internal U.S. institutional tax-exempt assets in:

    U.S. equity, active 114

    U.S. bond, active 47

    Active domestic equity strategies:

    Growth

    Large cap 114

    Active domestic fixed-income strategies:

    Market timing/active duration 47

    Defined contribution assets:

    Total 145

    Internally managed 145

    No. of portfolio managers 3

    Size of research staff 3

    Kristin Yates is chief investment officer; Susan Carr-Templeton is client contact.

    Horsley Bridge Partners Inc.

    505 Montgomery St., San Francisco, CA 94549; phone: (415) 986-7733; fax: (415) 986-7744

    ($ millions)

    Total assets managed worldwide 4,593

    Total worldwide institutional assets 4,593

    Total U.S. tax-exempt assets 4,504

    Total U.S. institutional tax-exempt 3,784

    Internal U.S. institutional tax-exempt 3,784

    Asset mix:

    Equity 88%

    Cash 12%

    Internal U.S. institutional tax-exempt assets in:

    U.S. equity, active 20

    Venture capital 3,294

    Cash 470

    Phillip Horsley is chief investment officer; Gary Bridge is client contact.

    Howson Tattersall Investment Counsel Ltd.

    20 Queen St. W., Suite 1904, P.O. Box 95, Toronto, Ontario, M5H 3R3 Canada; phone: (416) 979-1818; fax: (416) 979-7424

    ($ millions)

    Total assets managed worldwide 387

    Total worldwide institutional assets 286

    Total tax-exempt assets 132

    Total institutional tax-exempt 132

    Internal institutional tax-exempt 132

    Asset mix:

    Canadian equity 100%

    Internal institutional tax-exempt assets in:

    Active domestic or U.S. 132

    Active domestic equity strategies:

    Value

    Small cap 132

    Mutual fund assets:

    Worldwide mutual fund assets 213

    No. of portfolio managers 2

    Size of research staff 1

    John Hsu Capital Group Inc.

    767 Third Ave., 18th Floor, New York, NY 10017; phone: (212) 223-7515; fax: (212) 980-8134

    ($ millions)

    Total assets managed worldwide 457

    Total worldwide institutional assets 443

    Total U.S. tax-exempt assets 343

    Total U.S. institutional tax-exempt 341

    Internal U.S. institutional tax-exempt 341

    Asset mix:

    Equity 78%

    Fixed income 21%

    Cash 1%

    Internal U.S. institutional tax-exempt assets in:

    U.S. equity, active 163

    Foreign equity, active 104

    U.S. bond, active 71

    Cash 3

    Active domestic equity strategies:

    Growth

    Large cap 40

    Value

    Large cap 60

    Midcap 10

    Active international equity strategies:

    Global mandate 76

    Developed markets mandate 26

    Active domestic fixed-income strategies:

    Market timing/active duration 71

    No. of portfolio managers 1

    Size of research staff 1

    John Hsu is chief investment officer; Rebecca Bodell is client contact.

    Hughes Capital Management Inc.

    315 Cameron St., Alexandria, VA 22314; phone: (703) 684-7222; fax: (703) 884-7799

    ($ millions)

    Total assets managed worldwide 768

    Total worldwide institutional assets 768

    Total U.S. tax-exempt assets 768

    Total U.S. institutional tax-exempt 768

    Internal U.S. institutional tax-exempt 768

    Asset mix:

    Fixed income 99%

    Cash 1%

    Internal U.S. institutional tax-exempt assets in:

    U.S. bond, active 761

    Cash 7

    No. of portfolio managers 2

    Size of research staff 10

    Hughes Capital Management Inc. manages active domestic fixed income using duration-neutral, sector-emphasis and security-selection criteria.

    Frankie D. Hughes is chief investment officer; Clarissa Parker-Boykin is client contact.

    Wayne Hummer Management Co.

    300 S. Wacker Drive, Chicago, IL 60606; phone: (312) 431-1700; fax: (312) 431-6741; www.whummer.com

    ($ millions)

    Total assets managed worldwide 1,205

    Total worldwide institutional assets 1,081

    Total U.S. tax-exempt assets 333

    Total U.S. institutional tax-exempt 304

    Internal U.S. institutional tax-exempt 304

    Asset mix:

    Equity 89%

    Fixed income 6%

    Cash 5%

    Internal U.S. institutional tax-exempt assets in:

    U.S. equity, active 272

    U.S. bond, active 17

    Cash 15

    Active domestic equity strategies:

    Core

    Midcap 249

    Broad market 23

    Active domestic fixed-income strategies:

    Stable value 17

    Mutual fund assets:

    Worldwide mutual fund assets 567

    No. of portfolio managers 5

    Thomas Rowland is chief investment officer; Grove Mower is client contact.

    Husic Capital Management

    555 California St., Suite 2900, San Francisco, CA 94104; phone: (415) 398-0800; fax: (415) 445-5290

    ($ millions)

    Total assets managed worldwide 4,207

    Total worldwide institutional assets 3,557

    Total U.S. tax-exempt assets 3,479

    Total U.S. institutional tax-exempt 3,234

    Internal U.S. institutional tax-exempt 3,234

    Asset mix:

    Equity 100%

    Internal U.S. institutional tax-exempt assets in:

    Long-short (market neutral) 196

    U.S. equity, active 3,234

    Active domestic equity strategies:

    Growth

    Large cap 26

    Midcap 99

    Small cap 655

    Broad market 2,454

    Mutual fund assets:

    Worldwide mutual fund assets 381

    No. of portfolio managers 3

    Size of research staff 3

    Frank J. Husic is chief investment officer; Neal J. Howe is client contact.

    Hyperion Capital Management Inc.

    165 Broadway, 36th Floor, 1 Liberty Plaza, New York, NY 10006; phone: (212) 549-8400; fax: (212) 549-8300

    ($ millions)

    Total assets managed worldwide 3,540

    Total worldwide institutional assets 2,908

    Total U.S. tax-exempt assets 780

    Total U.S. institutional tax-exempt 780

    Internal U.S. institutional tax-exempt 780

    Asset mix:

    Fixed income 100%

    Internal U.S. institutional tax-exempt assets in:

    Mortgage-backed securities 780

    Mutual fund assets:

    Worldwide mutual fund assets 632

    Defined contribution assets:

    Total 43

    Internally managed 43

    No. of portfolio managers 5

    Size of research staff 8

    Clifford Lai is chief investment officer; John Feeney Jr. is client contact.

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