Evergreen Investment Management was founded in 1932 and is based in Boston, Massachusetts with additional offices in Atlanta, Georgia; Charlotte, North Carolina; Dallas, Texas; Jacksonville, Florida; Malvern, Pennsylvania; New York, New York; Philadelphia, Pennsylvania; and Richmond, Virginia. Evergreen Investment Management Co., LLC is an asset management arm of Wachovia Bank, NA. The firm provides its services to investment companies; corporations; pension and profit sharing plans; state and municipal government entities; individuals, including high net worth individuals; banking and thrift institutions; pooled investment vehicles; and charitable organizations. It manages separate client-focused equity, fixed income, and balanced portfolios. The firm also manages a family of mutual funds, hedge funds, and variable annuities for its clients. It invests in the public equity and fixed income markets across the globe. The firm also invests in the alternative investments markets, typically limiting such investments to private equity, private real estate, commodities markets, and managed futures. For its equity investments, it typically invests in growth and value stocks of all-cap companies, including small-cap, mid-cap, and large-cap companies. For its small/mid cap growth portfolio, the firm makes investments in companies with market capitalizations below $6 billion. It benchmarks the performance of its enhanced index portfolio against the S&P 500 index.

CalSTRS can teach you a thing or two about saving for retirement. California State Teachers Retirement System (CalSTRS) manages and disburses retirement, survivor, and disability benefits for more than 800,000 California public school educators and their families. It also offers survivor and disability benefits. CalSTRS is the largest US teachers' retirement fund and one of the nation's largest public pension funds. It oversees some $150 billion in assets, which it invests in stocks, real estate, private equity, and other investment vehicles. The organization is run by a 12-member board, five of whom are appointed by California's governor.

CME Group was founded in 1898 and is headquartered in Chicago, Illinois. CME Group Inc. offers access to all asset classes for futures products from a single electronic trading platform, and on trading floors in Chicago and New York City. The Company offers markets in futures and options on futures contracts based on the United States interest rate yield curve, equity indexes, foreign exchange, agricultural commodities, energy, metals and alternative investment products. Its products are traded through the CME Globex electronic trading platform, its open outcry auction markets in Chicago and New York City or through privately negotiated transactions that the Company clears. It serves the risk management and investment needs of customers around the globe. As of December 31, 2009, the Company had approximately 140 clearing firms. In April 2009, the Company acquired the Carvill Hurricane Index from Carvill America Inc. and renamed it the CME Hurricane Index.

Goldman Sachs Execution & Clearing (GSEC) provides trade execution and clearing services to institutional clients such as corporations, mutual funds, hedge funds, pension funds, central banks, and other broker-dealers. Through the company's Goldman Sachs Electronic Trading affiliate, customers can trade equities, options, currencies, futures, and commodities, and view prices and positions in real time. Its services are performed both electronically and by brokers. The company also offers algorithmic trading. GSEC is active in the US, Europe, and Asia. In 2008 parent Goldman Sachs converted from an investment bank to a bank holding company.

The Options Clearing Corporation was founded in 1973. he Options Clearing Corporation (OCC), the world's largest equity derivatives clearinghouse. The OCC serves some 130 broker-dealers, futures commission merchants, and securities firms in the US and abroad. It is owned by options trading participants NYSE Amex, Chicago Board Options Exchange, International Securities Exchange Holdings, and Nasdaq OMX PHLX. The OCC also manages the Options Industry Council, a not-for-profit organization sponsored by several securities and options exchanges to educate investors and brokers about the options industry.

MVC Capital, Inc. was founded in 1999 and is based in Purchase, New York with an additional office at Chicago, Illinois. MVC Capital, Inc. (MVC Capital) is a non-diversified, closed-end management investment company. MVC Capital provides equity and debt investment capital to fund growth, acquisitions and recapitalizations of small and middle-market companies in a variety of industries primarily located in the United States. MVC Capital investment objective is to seek to maximize total return from capital appreciation and/or income. It focuses on achieving its investment objective by providing equity and debt financing to companies that are, for the most part, privately owned (Portfolio Companies). As of October 31, 2009, its portfolio company investments consisted of common and preferred stock, other forms of equity interests and warrants or rights to acquire equity interests, senior and subordinated loans, and convertible securities. MVC Capital is managed by The Tokarz Group Advisers LLC.

First Physicians Capital Group, Inc. provides financial and managerial services to physicians, physicians groups, and healthcare delivery centers in rural America. The company is building a portfolio of interests in healthcare services operations outside the traditional urban hospital setting. FPCG promotes quality medical care by offering improved access and breadth of services. It unlocks the value of its investments by developing strong, long-term and mutually beneficial relationships with their physicians and the communities they serve.

Croudace has been operating as a building company since 1945, from its headquarters in Caterham, Surrey. It continues to expand its areas of operation and the number of homes built and has earned a reputation for providing quality new housing throughout the South East of England. The Croudace Homes Group comprises Croudace Homes Ltd., which develops private housing schemes, Portland Homes Plc, a niche developer based in south-east London, Croudace Homes in Partnership Ltd., which contracts to build affordable housing and Croudace Strategic Ltd., which secures and promotes a wide range of sites for mainly housing development.

TradeCard, Inc. was founded in 1994. TradeCard, Inc. delivers a software-as-a-service supply chain collaboration platform that synchronizes financial transactions with physical events in the supply chain to help customers automate trade transactions from purchase order to payment and chargebacks. The company’s platform offers trading partner management services, including purchase order and terms management, settlement options, invoice presentment, 3PL integration, factory and supplier integration, partner and systems integration, and workflow and event management. Its platform also offers accounts payable and accounts receivable management services, such as document collection and match, discrepancy and resolution management, workflow and approvals, automated payments, and pay discount management. In addition, the company’s platform offers financial management services, including credit management, payment protection programs, financing programs, cash management and forecasting, end-of-period reporting, SOX reporting, and bank integration.

Alltrue Investments wants investors to trust (and entrust) in them. Alltrue Investments PLC, which offers stock market-related financial services and investment advice, operates primarily through its Falcon Securities and Montague Pitman Stockbrokers subsidiaries. Falcon offers a variety of stock-related brokerage and investment management services to private individuals and small- to midsized companies. Montague, on the other hand, serves as retail broker that provides market reporting and investment management to a variety of clients ranging from first-time investors to day traders. Alltrue Investments and its subsidiaries primarily serve clients in the UK.

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