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May 14, 2001 01:00 AM

[O] Profiles of the largest money managers

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    OakBrook Investments LLC

    701 Warrenville Road, Suite 135, Lisle, IL 60532; phone: (630) 271-0100; fax: (630) 271-0150; www.oakbrookinvest.com

    ($ millions)

    Total assets managed worldwide 198

    Total worldwide institutional assets 116

    Total U.S. tax-exempt assets 116

    Total U.S. institutional tax-exempt 116

    Internal U.S. institutional tax-exempt 116

    Asset mix:

    Equity 100%

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

    U.S. equity, active 69

    U.S. equity, enhanced index 47

    Active domestic equity strategies:

    Core

    Large cap 69

    Mutual fund assets:

    Worldwide mutual fund assets 82

    Defined contribution assets:

    Total 6

    Internally managed 6

    No. of portfolio managers 3

    Neil Wright is chief investment officer; Michael Lorenzen is client contact.

    Oaktree Capital Management LLC

    333 S. Grand Ave., 28th Floor, Los Angeles, CA 90071; phone: (213) 830-6300; fax: (213) 830-6293; www.oaktreecapital.com

    ($ millions)

    Total assets managed worldwide 17,907

    Total worldwide institutional assets 17,112

    Total U.S. tax-exempt assets 14,648

    Total U.S. institutional tax-exempt 14,597

    Internal U.S. institutional tax-exempt 14,597

    Asset mix:

    Equity 27%

    Fixed income 42%

    Equity real estate 6%

    Distressed debt 25%

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

    Hedge funds 662

    Foreign equity, active 662

    Convertibles 2,202

    REITs 38

    U.S. bond, active 3,115

    Foreign bond, active 560

    High-yield bonds 5,894

    Mortgages 205

    Equity real estate, domestic 776

    Equity real estate, international 121

    Private equity, domestic 979

    Private equity, international 45

    Active international equity strategies:

    Emerging markets mandate 662

    Active domestic fixed income strategies:

    Other 3,675

    No. of portfolio managers 13

    Size of research staff 44

    The firm's real estate strategy favors the less efficient aspects of the real estate market, emphasizing smaller, less-prominent transactions and diversification. Its distressed debt approach seeks protection against loss which comes from buying senior claims on assets at bargain prices.

    Howard Marks is chief investment officer; Kevin Clayton is client contact.

    Oberweis Asset Management Inc.

    951 Ice Cream Drive, Suite 200, North Aurora, IL 60542; phone: (630) 801-6000; fax: (630) 896-5282; www.oberweis.net

    ($ millions)

    Total assets managed worldwide 186

    Total worldwide institutional assets 150

    Total U.S. tax-exempt assets 42

    Total U.S. institutional tax-exempt 26

    Internal U.S. institutional tax-exempt 26

    Asset mix:

    Equity 99%

    Cash 1%

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

    U.S. equity, active 25

    Cash 1

    Active domestic equity strategies:

    Growth

    Small cap 25

    Mutual fund assets:

    Worldwide mutual fund assets 124

    No. of portfolio managers 4

    James Oberweis is chief investment officer; Kenneth Tyszko is client contact.

    Oechsle International Advisors LLC

    1 International Place, 23rd Floor, Boston, MA 02110; phone: (617) 330-8810; fax: (617) 330-8620

    ($ millions)

    Total assets managed worldwide 17,677

    Total worldwide institutional assets 17,677

    Total U.S. tax-exempt assets 14,885

    Total U.S. institutional tax-exempt 14,885

    Internal U.S. institutional tax-exempt 14,885

    Asset mix:

    Equity 97%

    Fixed income 3%

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

    Hedge funds 53

    Foreign equity, active 14,428

    Foreign bond, active 457

    Active international equity strategies:

    Developed markets mandate 1,941

    Other 12,487

    No. of portfolio managers 13

    Size of research staff 4

    S. Dewey Keesler Jr. is chief investment officer; Holly Belsky is client contact.

    OFFITBANK

    520 Madison Ave., 27th Floor, New York, NY 10022; phone: (212) 758-9600; fax: (212) 421-6227; www.offitbank.com

    ($ millions)

    Total assets managed worldwide 10,805

    Total worldwide institutional assets 4,405

    Total U.S. tax-exempt assets 4,276

    Total U.S. institutional tax-exempt 3,643

    Internal U.S. institutional tax-exempt 3,643

    Asset mix:

    Fixed income 77%

    Cash 23%

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

    U.S. bond, active 1,633

    Foreign bond, active 33

    High-yield bonds 1,147

    Cash 830

    Active domestic fixed-income strategies:

    Sector rotation 1,039

    Market timing/active duration 594

    Mutual fund assets:

    Worldwide mutual fund assets 1,352

    No. of portfolio managers 23

    Size of research staff 7

    The parent is Wachovia Corp.

    Morris W. Offit is chief investment officer; Ralph D. Sinsheimer is client contact.

    Oppenheimer Capital

    1345 Avenue of the Americas, 49th Floor, New York, NY 10105; phone: (212) 739-3000; www.opcap.com

    ($ millions)

    Total assets managed worldwide 37,352

    Total worldwide institutional assets 18,658

    Total U.S. tax-exempt assets 21,061

    Total U.S. institutional tax-exempt 17,777

    Internal U.S. institutional tax-exempt 17,777

    Asset mix:

    Equity 77%

    Fixed income 14%

    Other 9%

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

    Asset allocation/balanced 2,806

    U.S. equity, active 13,654

    Foreign equity, active 10

    U.S. bond, active 1,317

    Active domestic equity strategies:

    Value

    Large cap 12,893

    Midcap 534

    Small cap 27

    Broad market 200

    Active domestic fixed-income strategies:

    Core 1,317

    Mutual fund assets:

    Worldwide mutual fund assets 10,576

    Defined contribution assets:

    Total 16,803

    Internally managed 16,803

    No. of portfolio managers 14

    Size of research staff 18

    The parent is Allianz AG.

    Colin Glinsman is chief investment officer; Geoff Mullen is client contact.

    OppenheimerFunds Inc.

    2 World Trade Center, 34th Floor, New York, NY 10048-0203; phone: (212) 323-0200; fax: (212) 323-0724;

    www.oppenheimerfunds.com

    See entry for MASSMUTUAL FINANCIAL GROUP.

    Orleans Capital Management Corp.

    3800 One Shell Square, New Orleans, LA 70139; phone: (504) 592-4680; fax: (504) 592-4687; www.orleanscapital.com

    ($ millions)

    Total assets managed worldwide 2,455

    Total worldwide institutional assets 2,404

    Total U.S. tax-exempt assets 2,241

    Total U.S. institutional tax-exempt 2,234

    Internal U.S. institutional tax-exempt 2,234

    Asset mix:

    Equity 8%

    Fixed income 89%

    Cash 3%

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

    U.S. equity, active 173

    U.S. bond, active 1,988

    Cash 72

    Active domestic fixed-income strategies:

    Sector rotation 1,988

    No. of portfolio managers 6

    Size of research staff 2

    Louis F. Crane is chief investment officer; Janet W. Rabalais is client contact.

    Osprey Partners Investment Management LLC

    1040 Broad St., Shrewsbury, NJ 07702; phone: (732) 542-9191; fax: (732) 542-9399; www.ospreyvalue.com

    ($ millions)

    Total assets managed worldwide 2,826

    Total worldwide institutional assets 2,651

    Total U.S. tax-exempt assets 2,439

    Total U.S. institutional tax-exempt 2,410

    Internal U.S. institutional tax-exempt 2,410

    Asset mix:

    Equity 70%

    Fixed income 26%

    Cash 4%

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

    Asset allocation/balanced 407

    U.S. equity, active 1,687

    U.S. bond, active 627

    Cash 96

    Active domestic equity strategies:

    Value

    Large cap 1,686

    Small cap 1

    Active domestic fixed-income strategies:

    Other 579

    Mutual fund assets:

    Worldwide mutual fund assets 27

    No. of portfolio managers 8

    Size of research staff 2

    John W. Liang is chief investment officer; J. Allen Gray is client contact.

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