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OppenheimerFunds, Inc.

OppenheimerFunds, Inc.

OppenheimerFunds Inc. was founded in 1960 and is based in New York, New York with additional offices in Rochester, New York and Centennial, Colorado. OppenheimerFunds, Inc. is a privately owned investment manager. The firm primarily provides its services to individuals, corporations and institutions. It also provides sub-advisory investment-management services. The firm manages separate client focused equity, fixed income, and balanced mutual funds for its clients. The firm also manages mutual funds and hedge funds for its clients. It invests in the public equity and fixed income markets across the globe. The firm operates as a subsidiary of Oppenheimer Acquisition Corp.

Primary Capital Limited

Primary Capital Limited

Primary Capital Limited is a private equity investment firm specializing in management buyouts and buyins. Primary Capital company invests primarily in proven businesses based in the UK and Germany with a focus on companies operating in the consumer goods, business services, leisure, health care, and IT services sectors. Primary Capital company invests in businesses valued between � 10 million and �100 million with a target to realise its investment over three to five years. Primary Capital investments include gourmet coffee stations provider Coffee Nation; fast-food Japanese restaurant chain YO! Sushi; bar, restaurant, and entertainment company Harlequin Entertainment, and IT infrastructure provider Esteem Systems.

Westwood Holdings Group Inc.

Westwood Holdings Group Inc.

Westwood Holdings Group, Inc. was founded in 1983 and is based in Dallas, Texas. Westwood Holdings Group, Inc. (Westwood) manages investment assets and provides services for its clients through its two subsidiaries, Westwood Management Corp. (Westwood Management) and Westwood Trust. Westwood Management provides investment advisory services to corporate retirement plans, public retirement plans, endowments and foundations, a family of mutual funds, which the Company calls the WHG Funds, other mutual funds and clients of Westwood Trust. Westwood Trust provides trust and custodial services and participation in common trust funds that it sponsors to institutions and high net worth individuals. Westwood’s revenues are generally derived from fees based on a percentage of assets under management. On November 16, 2009, Westwood acquired Baxter Financial Corporation.

State Teachers Retirement System of Ohio

State Teachers Retirement System of Ohio

State Teachers Retirement System of Ohio is one of the nation’s premier retirement systems, serving 467,200 active, inactive and retired Ohio public educators. With investment assets of $54.7 billion (including short-term investments) as of June 30, 2009, STRS Ohio is one of the largest public pension funds in the country. In 2008–2009, STRS Ohio paid more than $4.6 billion in service retirement, disability and survivor benefits plus $558 million for optional health care coverage. Select a topic from the list to the left to find out more about STRS Ohio administration, governance and investments. STRS Ohio operates under the guidelines of Chapter 3307 of the Ohio Revised Code (R.C.) as enacted by the Ohio General Assembly. It is legally separate from and fiscally independent of state and local governments.

Nasdaq OMX PHLX

Nasdaq OMX PHLX

Nasdaq OMX PHLX (formerly The Philadelphia Stock Exchange and known as the PHLX for short) might think so. Founded in 1790, the exchange claims seniority status over the larger New York Stock Exchange. The PHLX provides electronic and hybrid floor-based trading of equities, options, and futures trading, as well as clearing services. The exchange trades some 7,000 stocks and 2,600 equity options. In 2008 The Nasdaq OMX Group bought the PHLX from a group of investors including Citadel Investment Group, Citigroup, Credit Suisse (USA), Merrill Lynch, Morgan Stanley, and UBS for some $695 million. The exchange is now part of the Nasdaq Transaction Services US Group.

YFM Private Equity Limited

YFM Private Equity Limited

YFM Private Equity is a subsidiary of small and midsized business investor YFM Group. YFM Private Equity manages venture capital trusts (including the British Smaller Companies sister funds) that invest in a variety of UK businesses. The trusts provide financing for primarily early-stage technology companies but also more established businesses in other industries. YFM Private Equity typically invests up to £8 million and prefers to see business plans and exit strategies from target firms. YFM Private Equity's portfolio includes stakes in facilities manager Connaught, medical communications firm Fishawack, and gaming machine data manager Brulines.

Wingate Partners

Wingate Partners

Wingate Partners gets by on more than a wing and a prayer, rescuing lackluster manufacturing, distribution, and service businesses. The investment firm, founded in 1987, seeks long-term controlling stakes in US-based companies that are underperforming or are in transitional or out-of-favor industries. Targets typically have revenues of $50 million to $250 million and may or may not be profitable at the time of purchase. Wingate often invests between $25 million to $100 million per transaction and avoids financial services, media, high-tech, real estate, and certain other businesses. It typically invests in one or two companies a year.

Intermediate Capital Group PLC

Intermediate Capital Group PLC

Intermediate Capital Group (ICG) provides intermediate capital -- as in mezzanine financing (a financing method that combines elements of the more traditional senior debt and equity methods of financing) -- to companies in Europe, North America, and the Asia/Pacific region. Founded in 1989, the firm finances mezzanine deals (generally in the E15 million to E500 million range) for acquisitions, buyouts, refinancing, and pre-IPO situations. ICG also manages a handful of collateralized debt obligation (CDO) funds, which blend senior debt, high-yield, and mezzanine investments. The investment company has more than E11 billion in direct investments and third-party funds under management.

Cohen & Steers, Inc.

Cohen & Steers, Inc.

Cohen & Steers, Inc. (CNS), together with its wholly owned subsidiaries, manages income-oriented equity portfolios specializing in United States and international real estate securities, large cap value stocks, listed infrastructure and utilities, and preferred securities. CNS also manages alternative investment strategies, such as hedged real estate securities portfolios and private real estate multimanager strategies for qualified investors. It serves individual and institutional investors through a range of investment vehicles. The Company manages three types of accounts: open-end mutual funds, closed-end mutual funds and institutional separate accounts. The 14 open-end mutual funds, for which it is the investment advisor offer and issue shares continuously as funds are invested and redeem shares when funds are withdrawn.

Board of Pensions of the Evangelical Lutheran Church in America

Board of Pensions of the Evangelical Lutheran Church in America

Since 1988 the ELCA has comprised the American Lutheran Church, the Association of Evangelical Lutheran Churches, and the Lutheran Church in America, which together represent almost 11,000 congregations. Although its members are looking forward to a more lasting reward, the ELCA Board of Pensions tries to help them toward a little heaven on earth during their retirement years. The Board of Pensions of The Evangelical Lutheran Church In America (or ELCA Board of Pensions) provides health, retirement, and other benefits and services for some 50,000 pastors, employees, and their families connected to the Evangelical Lutheran Church In America.

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