JACOBS LEVY EQUITY MANAGEMENT INC.
100 Campus Drive, P.O. Box 650, Florham Park, NJ 07932-0650; phone: (973) 410-9222; fax: (973) 410-9333; www.jlem.com
($ millions)
Total assets managed worldwide 7,323
Total worldwide institutional assets 7,323
Total U.S. tax-exempt assets 5,969
Total U.S. institutional tax-exempt 5,969
Internal U.S. institutional tax-exempt 5,969
* Asset mix:
Equity 100%
* Internal U.S. institutional tax-exempt assets in:
U.S. equity, active 5,969
Long-short 388
* Active domestic equity strategies:
Growth
Large cap 753
Midcap 22
Value
Large cap 328
Small cap 548
Core
Large cap 3,172
Small cap 672
Broad market 474
No. of portfolio managers 2
Size of research staff 7
Bruce I. Jacobs is chief investment officer and client contact.
JAG ADVISORS
9841 Clayton Road, St. Louis, MO 63124; phone: (314) 997-1277; fax: (314) 997-7307
($ millions)
Total assets managed worldwide 871
Total worldwide institutional assets 780
Total U.S. tax-exempt assets 793
Total U.S. institutional tax-exempt 773
Internal U.S. institutional tax-exempt 773
* Asset mix:
Equity 59%
Fixed income 36%
Cash 5%
* Internal U.S. institutional tax-exempt assets in:
U.S. equity, active 457
U.S. bond, active 278
Cash 38
* Active domestic equity strategies:
Growth
Large cap 457
* Defined contribution assets:
Total 81
Internally managed 81
No. of portfolio managers 5
The parent is J.A. Glynn & Co.
Daniel J. Ferry is chief investment officer; Norman B. Conley is client contact.
JAMISON, EATON & WOOD INC.
39 Main St., Chatham, NJ 07928; phone: (973) 635-6700; fax: (973) 635-7259
($ millions)
Total assets managed worldwide 644
Total worldwide institutional assets 356
Total U.S. tax-exempt assets 399
Total U.S. institutional tax-exempt 302
Internal U.S. institutional tax-exempt 302
* Asset mix:
Equity 40%
Fixed income 54%
Cash 6%
* Internal U.S. institutional tax-exempt assets in:
U.S. equity, active 206
U.S. bond, active 96
Asset allocation/balanced 302
* Active domestic equity strategies:
Growth
Large cap 165
Midcap 41
* Defined contribution assets:
Total 302
Internally managed 302
No. of portfolio managers 6
Rudolph Abel Jr. is chief investment officer; Ernest "Chip" Meyer is client contact.
JANUS CAPITAL CORP.
100 Fillmore St., Suite 400, Denver, CO 80206; phone: (800) 525-1068; fax: (303) 394-7697; www.janus.com
($ millions)
Total assets managed worldwide 181,645
Total worldwide institutional assets 127,778
Total U.S. tax-exempt assets 67,962
Total U.S. institutional tax-exempt 64,854
Internal U.S. institutional tax-exempt 64,854
* Asset mix:
Equity 88%
Fixed income 13%
* Internal U.S. institutional tax-exempt assets in:
U.S. equity, active 39,885
Foreign equity, active 16,862
U.S. bond, active 1,297
Cash 6,810
Asset allocation/balanced 3,632
* Active domestic equity strategies:
Growth
Large cap 20,559
Midcap 2,918
Small cap 454
Broad market 14,722
Value
Broad market 1,232
* Domestic fixed-income strategies:
Other 1,297
Worldwide mutual fund assets 137,826
* Defined contribution assets:
Total 38,819
Internally managed 38,819
No. of portfolio managers 25
Size of research staff 42
The parent is Stilwell Financial Inc.
James Coffin is client contact.
466 Lexington Ave., 18th and 19th Floors, New York, NY 10017; phone: (212) 421-1000; fax: (212) 682-2150
See entry for PRUDENTIAL FINANCIAL.
JOHNSON ASSET MANAGEMENT
4041 N. Main St., Racine, WI 53402; phone: (262) 681-4661; fax: (262) 681-4704; www.johnsonasset.com
($ millions)
Total assets managed worldwide 757
Total worldwide institutional assets 738
Total U.S. tax-exempt assets 477
Total U.S. institutional tax-exempt 473
Internal U.S. institutional tax-exempt 473
* Asset mix:
Equity 67%
Fixed income 29%
Cash 4%
* Internal U.S. institutional tax-exempt assets in:
U.S. equity, active 314
REITs 5
U.S. bond, active 133
Mortgage-backed securities 2
Cash 19
Asset allocation/balanced 41
* Active domestic equity strategies:
Value
Large cap 253
Small cap 61
* Active domestic fixed-income strategies:
Sector rotation 67
Market timing/active duration 33
Core 33
Worldwide mutual fund assets 224
* Defined contribution assets:
Total 8
Internally managed 8
No. of portfolio managers 5
Size of research staff 5
The parent is Johnson International Inc.
Wendell Perkins is chief investment officer; Joel Dykman is client contact.
JOHNSON INVESTMENT COUNSEL INC.
3777 W. Fork Road, Cincinnati, OH 45247; phone: (513) 661-3100; fax: (513) 661-3160; www.johnsoninv.com
($ millions)
Total assets managed worldwide 2,768
Total worldwide institutional assets 1,176
Total U.S. tax-exempt assets 1,562
Total U.S. institutional tax-exempt 1,109
Internal U.S. institutional tax-exempt 1,109
* Asset mix:
Equity 59%
Fixed income 39%
Cash 2%
Worldwide mutual fund assets 311
* Defined contribution assets:
Total 312
Internally managed 312
No. of portfolio managers 14
Size of research staff 8
Dale H. Coates is chief investment officer; Bret Parrish is client contact.
TOM JOHNSON iNVESTMENT MANAGEMENT INC.
2 Leadership Square, 211 N. Robinson, Suite 450, Oklahoma City, OK 73102; phone: (405) 236-2111; fax: (405) 236-2008; www.tjim.com
($ millions)
Total assets managed worldwide 2,257
Total worldwide institutional assets 1,143
Total U.S. tax-exempt assets 1,573
Total U.S. institutional tax-exempt 1,128
Internal U.S. institutional tax-exempt 1,128
* Asset mix:
Equity 86%
Fixed income 14%
* Internal U.S. institutional tax-exempt assets in:
U.S. equity, active 971
U.S. bond, active 157
* Active domestic equity strategies:
Core
Large cap 971
* Domestic fixed-income strategies:
Core 157
* Defined contribution assets:
Total 110
Internally managed 110
No. of portfolio managers 9
The parent is Old Mutual PLC.
Jerry Wise is chief investment officer; Richard Parry is client contact.
JOHNSTON ASSET MANAGEMENT CORP.
300 Atlantic St., Stamford, CT 06901; phone: (203) 324-4722; fax: (203) 324-4822; www.johnstonasset.com
($ millions)
Total assets managed worldwide 321
Total worldwide institutional assets 142
Total U.S. tax-exempt assets 151
Total U.S. institutional tax-exempt 142
Internal U.S. institutional tax-exempt 142
* Asset mix:
Equity 93%
Cash 6%
Other 1%
* Internal U.S. institutional tax-exempt assets in:
U.S. equity, active 108
Foreign equity, active 23
Convertibles 2
Cash 9
* Active domestic equity strategies:
Core
Broad market 108
* Active international strategies:
Emerging markets equity 5
Richard Johnston is chief investment officer and client contact.
JURIKA & VOYLES LP
1999 Harrison St., Suite 700, Oakland, CA 94612; phone: (510) 446-1991; fax: (510) 874-4189; www.jurika.com
($ millions)
Total assets managed worldwide 2,094
Total worldwide institutional assets 1,259
Total U.S. tax-exempt assets 1,539
Total U.S. institutional tax-exempt 1,127
Internal U.S. institutional tax-exempt 1,127
* Asset mix:
Equity 88.8%
Fixed income 6.5%
Cash 4.7%
* Internal U.S. institutional tax-exempt assets in:
U.S. equity, active 959
U.S. bond, active 117
Cash 51
Long-short 2
* Active domestic equity strategies:
Growth
Small cap 198
Core
Large cap 761
* Domestic fixed-income strategies:
Core 117
Worldwide mutual fund assets 113
* Defined contribution assets:
Total 89
Internally managed 89
No. of portfolio managers 9
Size of research staff 2
The parent is CDC IXIS Asset Management North America LP.
Guy Elliffe is chief investment officer; Kate Hughes Walters is client contact.
