U.S. Global Investors was founded in 1968 and is based in San Antonio, Texas.U.S. Global Investors, Inc. is a publicly owned investment manager. The firm primarily provides its services to investment companies. It also manages accounts for other pooled investment vehicles, individuals, and corporations. The firm manages family of equity and fixed income mutual funds for its clients. It invests in the public equity, fixed income, gold, and natural resources markets across the globe. The firm invests in growth and core stocks to make its equity investments. For its fixed income securities, the firm invests in short and intermediate municipal debt, and U.S. government money market.

Oak Associates, ltd. is a nationally recognized growth equity investment advisor. From its founding in 1985, Oak Associates has provided quality growth portfolios to national endowments, public pension plans, private clients, and mutual fund investors. A concentration in key growth areas, diligent research and a focus on a long-term performance have been integral to the company’s success.The firm has managed a ‘best-ideas’ portfolio for institutional clients under a large-cap growth approach since its inception in 1985. Oak Associates expanded its institutional strategies to include a small-cap growth portfolio in 2009. The small-cap growth strategy was launched in 2005 and offered to retail investors through Oak’s family of no-load mutual funds. Oak Associates also provides health care and technology sector-specific strategies through subadvisor relationships or direct accounts.

School Employees Retirement System of Ohio was formed in 1937 and is based in Columbus, Ohio. School Employees Retirement System of Ohio (SERS) provides pension, survivor, disability, and post-retirement health care benefits active and retired non-teaching public school employees of Ohio. As a limited partner, School Employees Retirement System of Ohio is a public pension fund with $8 billion in assets under management. The fund engages in the following alternative investment strategies: buyouts/corporate finance, international private equity, and venture capital. It has a net internal rate of return target of the S&P 500 + 3%. The fund allocates 1% to 5% of its total assets to alternative investments.

Asset Value Investors was established in 1985. Asset Value Investors (formerly Ivory & Sime Asset Management) wants to increase the value of investors' assets. The UK firm primarily manages a handful of funds, which invest in a variety of assets. British Empire Securities and General Trust plc is a closed-end investment trust, while The European Asset Value Fund allows investors to participate in listed European property. Asset Value Investors company also manages the CF Asset Value Global Investors Fund, which focuses on foreign undervalued stocks, and AVI Value Fund, a US endowment portfolio. Funds under management total more than $3.4 billion.

Duff & Phelps Corporation (D&P) is a provider of independent financial advisory and investment banking services. The Company provides independent advice on issues involving highly technical and complex assessments in the areas of valuation, transactions, financial restructuring, disputes and taxation. Its clients include publicly-traded and privately-held companies, government entities, and investment firms, such as private equity firms and hedge funds. The Company provides its services through three segments: Financial Advisory, Corporate Finance Consulting and Investment Banking. The Company serves a global client base through offices in 23 cities, comprising offices in 17 United States cities, including New York, Chicago, Dallas and Los Angeles, and six international offices located in Amsterdam, London, Munich, Paris, Shanghai and Tokyo. In June 2010, it acquired Cole Partners.

Founded in 1988, Riverside Partners, LLC has completed approximately 210 deals and has more than $3 billion under management in four funds. Riverside Partners (also known as the Riverside Company) is a private equity firm that invests in small and middle-market companies generally valued at less than $150 million. Its holdings include about 70 firms in a variety of industries; Riverside typically closes around 25 to 30 transactions per year, mainly add-ons to its existing portfolio companies. Investors include banks, endowments, insurance companies, and pension funds. Riverside has nearly 20 offices in the US, the Asia/Pacific region, and Europe.

Crosspoint Venture Partners was founded in 1970 and is based in Woodside, California. Crosspoint Venture Partners is no longer investing. It is a venture capital firm specializes in investments in early stage companies. The firm prefers to invest in companies engaged in e-business services; and software and broadband infrastructure industries. It invests in companies based in the Western United States. The firm invests up to $40 million per project and can also provide up to an additional $10 million in follow-on financings. It takes a board seat and prefers an equity participation of 20 percent or more in its portfolio companies.

Keepmoat plc, controls a group of companies engaged in building homes (not necessarily castles). Projects include regenerating older homes and neighborhoods, as well as building new houses. Subsidiaries (Keepmoat Homes, Bramall Construction, and Frank Haslam Milan) refurbish more than 40,000 homes a year in the UK, working with local authorities, housing associations, and other social landlords to provide affordable housing. Keepmoat Homes Limited is the group's primary private house building unit.

Charles Stanley & Co., the firm offers individual and institutional investors brokerage services, investment advice, and asset management through nearly 30 offices around England. The acquisitive Charles Stanley has continued a growth spurt that began in 1997 with the purchase of competitor Shaw & Co. Charles Stanley Group plc latest purchase came in 2008 with the addition of the financial services division of Griffiths & Armour, an insurance brokerage.

Skandia Forsakrings was founded in 1855 and is based in Stockholm, Sweden. As of February 2006, Skandia Insurance Company, Ltd. operates as a subsidiary of Old Mutual plc. Skandia Insurance Company, Ltd. provides long-term savings products worldwide. Its product portfolio comprise unit linked assurance products, mutual funds, and traditional life assurance products, as well as provides online retail banking services. The company also sells protection and critical illness products that comprise healthcare and group insurance policies.

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