[J] Profiles of the largest money managers
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May 27, 2002 01:00 AM

[J] Profiles of the largest money managers

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    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.

    Jennison Associates LLC

    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.

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