Virtus Investment Partners, Inc. (Virtus) is a provider of investment management products and services to individuals and institutions. It operates a multi-manager investment management business, comprised of affiliated managers, each having its own distinct investment style, autonomous investment process and brand. Virtus provide the products in a number of forms and through multiple distribution channels. The retail products include open-end mutual funds, closed-end funds and separately managed accounts. The fund family of open-end funds is distributed primarily through intermediaries. Retail separately managed accounts are comprised of intermediary programs, sponsored and distributed by unaffiliated brokerage firms, and private client accounts, which are offerings to the high net-worth clients of the affiliated managers. The Company also manages institutional accounts for corporations, multi-employer retirement funds and foundations, endowments and special purpose funds.

HIFX PLC was founded in 1998 and is based in Windsor, the United Kingdom. It has operations in Europe, North America, and Australasia. HiFX Plc was formerly known as HiFX Limited and changed its name to HiFX Plc in January 2004. HiFX Plc provides foreign exchange advisory services. It offers advisory services on identifying the nature of risks, foreign currency forecasting, and foreign currency exchange rates, as well as provides advisory services for foreign exchange structured products and managing surplus funds. The company also provides online and international money transfer services; news and information on various aspects of the currency markets, foreign exchange, emigrating, and overseas property; overseas property insurance services; and foreign exchange services for property purchase and emigration.

Caisse des Dépôts et Consignations was founded in 1816 and is based in Paris, France. Caisse des Depots et Consignations operates as a public financial institution that performs activities on behalf of central, regional, and local governments in France. It administers French savings deposits and retirement savings funds, and private funds that are protected under French law; finances low-income housing and urban development; invests in local development projects; and provides regional development services. The company also manages portfolios of shares in listed companies, private equity investments, and real estate assets; and pay-as-you-go retirement plans for French national and local government employees, and hospital workers. In addition, it provides financial support to development projects; personal insurance; and infrastructure project financing and long-term loans, as well as operates as a long-term institutional and equity investor; and invests in public private partnerships. Further, the company engages in passenger transportation, infrastructure engineering, tourism and leisure resort, and real estate businesses. Additionally, it invests in the areas of research on the carbon economy, market intermediaries, registries and market technologies, and carbon assets.

Founded in 1989, the firm is 65% employee-owned. Strategic Investment Group Ventures owns the remaining 35%. LM Capital Group offers asset management services to corporations, public agencies, foundations, endowments, and other institutional investors. The firm offers several fixed-income investment strategies for clients, including Short Term, Intermediate, Core, and Opportunistic Core. All of its portfolios consist of about 50 securities consisting of treasuries, agencies, investment-grade corporate issues, and mortgage-backed securities. It relies heavily on its analysis of international political and monetary factors when investing.

Clal Industries and Investments Ltd. (CII) is an Israel-based investment company, controlled by IDB Development Corporation Ltd. The Company is engaged, through its subsidiaries, in the establishment, acquisition, development and upgrading of companies in various industries. The Company is active in a variety of industries, including cement through Nesher Israeli Cement Enterprises Ltd.; the textile industry through Golf & Co. Group Ltd. and Kitan Consolidated Ltd.; high-technology and venture capital funds through Saifun Semiconductors Ltd., Fundtech Ltd., Jordan Valley Semiconductors Ltd., Clal Venture Capital Fund and several other companies; biotechnology operations, which are conducted through Clal Biotechnology Industries Ltd.; real estate operations, which are conducted through KBA Townbuilders Group Ltd.; communication services through mainly Netvision Ltd. and Clalcom Ltd.; and commerce and related services through Taavura Holdings Ltd.

Named after a 17th century war ship, Brigantine Advisors wants to help its clients navigate the vast investment world. The firm provides investment research and advisory services to corporations, venture capitalists, private equity firms, and a variety of funds (i.e. mutual, hedge, bonds). It conducts research and analysis of technology, retail, and energy companies on behalf of its clients, focusing on market analysis, mergers and acquisitions, product development, financing, and investor relations. In addition, the firm provides trading services through a partnership with a third-party company. Brigantine Advisors operates offices in New York, Boston, and San Francisco.

St. James's Place plc, through its subsidiaries, provides financial and wealth management services in the United Kingdom. It offers pensions, protection, and investment products; unit trust investment products, including ISAs and PEPs; and financial products, such as annuities, mortgages, and stakeholder pensions from third party providers. The company, formerly known as St. James's Place Capital plc, was founded in 1977 and changed its name to St. James's Place plc in May 2006. The company is headquartered in Cirencester, the United Kingdom.

AXA Rosenberg Group LLC is the specialist active global equity investment management firm within the AXA Investment Managers group. As of March 2010, the firm manages more than $62 billion in assets globally. The firm was founded in Orinda, California, in 1985 as Rosenberg Institutional Equity Management by Dr. Barr Rosenberg and a small team of colleagues who were confident that investment insights could be gained by combining statistical methods with detailed knowledge of company fundamentals. Quickly expanding globally, the firm opened offices in Tokyo, London and Singapore in the years that followed. The original Rosenberg group joined with AXA Investment Managers in 1999, becoming AXA Rosenberg. The company has continued to expand its presence in major financial markets globally and now has offices in Hong Kong, Toronto, Greenwich, and Sydney. AXA Rosenberg is a fundamental manager devoted to the rigorous, dispassionate analysis of data. The cornerstone of our investment philosophy is simple: investors can profit by purchasing stocks that have a distinct earnings advantage relative to their peers.

Sandler O'Neill was founded in 1988. Sandler O’Neill & Partners, L.P. is an investment banking firm that provides financial advisory, balance sheet management, brokerage, and research services. The firm offers mergers and acquisitions advisory, capital raising, stock conversion and demutualization, fairness opinions, and leveraged buyout services. Additionally, it provides business planning, interest rate risk management, equity research, and securities sales and trading services.

Everett Smith Group owns Eagle Ottawa Leather, which makes upholstery leather for major carmakers. Other Everett Smith portfolio companies include OEM Worldwide, which manufactures electronic assemblies for medical and industrial applications, and Maysteel, which makes power distribution equipment and sheet metal enclosures for the utility industry. Everett Smith typically invests up to $75 million per transaction and maintains a longterm buy-and-hold philosophy. Dickten Masch Plastics, which makes thermoplastic products for cars and hand tools, and Trostel, which makes rubber components rounds out Everett Smith's portfolio.

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