Z.P.R. Investment Management
1642 N. Volusia Ave., Orange City, FL 32763; phone: (904) 775-1177; fax: (904) 775-7749
($ millions)
Total assets managed worldwide 10
Total worldwide institutional assets 9
Total U.S. tax-exempt assets 9
Total U.S. institutional tax-exempt 9
Internal U.S. institutional tax-exempt 9
Asset mix:
Equity 100%
Internal U.S. institutional tax-exempt assets in:
U.S. equity, active 9
Active domestic equity strategies:
Value
Small cap 9
No. of portfolio managers 1
Size of research staff 2
Max Zavanelli is chief investment officer; Ted Bauchle is client contact.
222 W. Comstock Ave., Suite 201, Winter Park, FL 32789; phone: (407) 645-1988; fax: (407) 645-1649
($ millions)
Total assets managed worldwide 340
Total worldwide institutional assets 260
Total U.S. tax-exempt assets 260
Total U.S. institutional tax-exempt 260
Internal U.S. institutional tax-exempt 260
Asset mix:
Equity 6%
Other 94%
Internal U.S. institutional tax-exempt assets in:
Long-short (market neutral) 245
U.S. equity, active 15
Active domestic equity strategies:
Core
Broad market 15
Overlay strategies:
Derivatives strategies 130
Internally managed underlying assets 130
No. of portfolio managers 2
Size of research staff 2
Zacks Investment Management provides blended quantitative/qualitative, highly risk-controlled equity-based strategies focusing on market-neutral strategies with low correlation to other managers and market indexes.
The parent is Zacks Investment Research.
Ben Zacks is chief investment officer; Bill Deuchler is client contact.
Zak Capital Inc.
100 N. Sixth St., Suite 476A, Minneapolis, MN 55403; phone: (612) 332-8195; fax: (612) 332-7713
($ millions)
Total assets managed worldwide 396
Total worldwide institutional assets 261
Total U.S. tax-exempt assets 264
Total U.S. institutional tax-exempt 261
Internal U.S. institutional tax-exempt 261
Asset mix:
Equity 100%
Internal U.S. institutional tax-exempt assets in:
U.S. equity, active 261
Active domestic equity strategies:
Growth
Midcap 261
No. of portfolio managers 1
Size of research staff 2
Suzanne Zak is chief investment officer and client contact.
Zeliff Wallace Jackson Investment Counsel
1100 Peachtree St. N.E., Suite 2050, Atlanta, GA 30309; phone: (404) 873-2211; fax: (404) 873-6424; www.zwjic.com
($ millions)
Total assets managed worldwide 594
Total worldwide institutional assets 107
Total U.S. tax-exempt assets 190
Total U.S. institutional tax-exempt 99
Internal U.S. institutional tax-exempt 99
Asset mix:
Equity 40%
Fixed income 56%
Cash 4%
Internal U.S. institutional tax-exempt assets in:
U.S. equity, active 40
U.S. bond, active 55
Cash 4
Active domestic equity strategies:
Core
Broad market 40
Active domestic fixed-income strategies:
Market timing/active duration 55
No. of portfolio managers 6
Size of research staff 1
Charles J. Wallace Jr. is chief investment officer; Charles L. Abney III is client contact.
Zevenbergen Capital Inc.
601 Union St., Suite 4600, Seattle, WA 98101; phone: (206) 682-8469; fax: (206) 682-9625; www.zci.com
($ millions)
Total assets managed worldwide 1,511
Total worldwide institutional assets 1,511
Total U.S. tax-exempt assets 1,278
Total U.S. institutional tax-exempt 1,262
Internal U.S. institutional tax-exempt 1,262
Asset mix:
Equity 99%
Cash 1%
Internal U.S. institutional tax-exempt assets in:
U.S. equity, active 1,250
Cash 12
Active domestic equity strategies:
Growth
Large cap 914
Small cap 97
Broad market 251
No. of portfolio managers 2
Size of research staff 2
Nancy Zevenbergen is chief investment officer; Lisa Foley is client contact.
Zurich Scudder Investments
345 Park Ave., New York, NY 10154-0010; phone: (212) 326-6200; fax: (212) 688-7049; www.scudder.com
($ millions)
Total assets managed worldwide 370,070
Total worldwide institutional assets 224,315
Total U.S. tax-exempt assets 35,890
Total U.S. institutional tax-exempt 35,890
Internal U.S. institutional tax-exempt 35,890
Asset mix:
Equity 64%
Fixed income 24%
Cash 12%
Internal U.S. institutional tax-exempt assets in:
Asset allocation/balanced 1,512
U.S. equity, active 7,437
U.S. equity, passive 80
Foreign equity, active 15,086
U.S. bond, active 7,650
Foreign bond, active 200
High-yield bonds 83
Mortgage-backed securities 216
Private equity, domestic 295
Cash 4,842
Active domestic equity strategies:
Growth
Large cap 216
Small cap 1,075
Value
Large cap 2,680
Small cap 41
Core
Large cap 2,171
Active international equity strategies:
Global mandate (international assets) 2,323
Emerging markets mandate 1,116
Developed markets mandate 11,648
Active domestic fixed-income strategies:
Core 7,950
Mutual fund assets:
Worldwide mutual fund assets 127,281
Defined contribution assets:
Total 12,850
Internally managed 12,850
No. of portfolio managers 86
Size of research staff 96
The parent is Zurich Financial Services Group.
Farhan Sharaff is chief investment officer; Deborah LaBerge is client contact.
