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Separately managed accounts

Feb 19, 2014 @ 3:21 pm

U.S. large-cap equity

Product3Q return1-year return3-year return5-year return5-year std dev5-year Sharpe ratioAssets ($M)ManagerLocation
Sands Capital Management - Large Capitalization Growth19.07%28.92%24.54%20.48%26.77%0.76$30,204.5 TeamArlington, Va.
Ziegler Lotsoff Capital Management - Red Granite Large Cap Growth12.35%24.50%16.61%13.17%20.24%0.64$471.6 TeamChicago
TCW Investment Management Co. - TCW Concentrated Core (Large Cap Growth)12.18%20.14%17.58%14.94%19.62%0.75$7,942.2 Craig BlumLos Angeles
JAG Capital Management - Large Cap Growth Equity12.04%20.79%17.22%13.30%23.14%0.57$428.2 TeamSt. Louis
Rainier Investment Management - U.S. Large Cap Growth Equity11.90%20.88%15.39%10.18%22.05%0.45$3,690.2 TeamSeattle
Victory Capital Management Inc. - Large Cap Growth*11.72%15.07%13.62%12.29%22.33%0.54$3,437.2 TeamBrooklyn, Ohio
Logan Capital Management Inc. - Logan Large Cap Growth11.51%23.86%14.24%12.61%26.38%0.47$743.6 TeamArdmore, Pa.
The Boston Co. Asset Management - Large Cap Growth11.27%23.06%17.43%14.25%21.56%0.65$5,817.9 Elizabeth SloverBoston
AllianceBernstein - Strategic Research*11.16%25.90%14.42%11.16%25.65%0.43$2,894.5 Catherine WoodNew York
J.P. Morgan Asset Management - Large Cap Growth11.11%17.85%17.08%13.10%21.12%0.61$16,965.2 TeamNew York
Ashfield Capital Partners - SMA Large Cap Growth11.09%18.48%15.48%10.86%22.34%0.48$2,036.2 TeamSan Francisco
Hellman Jordan Management Co. Inc. - Hellman Jordan Opportunistic Growth Strategy11.01%22.69%15.37%11.06%26.84%0.41$444.0 TeamBoston
Granite Investment Partners - Large Cap Equity10.91%20.48%15.49%10.84%23.40%0.46$371.5 TeamEl Segundo, Calif.
Suffolk Capital Management - Large Cap Growth10.84%23.21%15.82%10.86%23.27%0.46$395.6 TeamNew York
Fred Alger Management Inc. - Large Cap Growth10.83%20.71%14.65%9.55%21.71%0.43$1,511.9 Dan C. ChungNew York
S&P 5005.25%19.35%16.27%10.02%20.96%0.47

U.S. midcap equity

Product3Q return1-year return3-year return5-year return5-year std dev5-year Sharpe ratioAssets ($M)ManagerLocation
Bennett Lawrence Management - Mid Cap Growth Equity*18.20%26.72%21.75%13.66%25.26%0.53$308.7 TeamNew York
Artisan Partners Limited Partnership - Mid Cap Growth SMA15.98%33.15%21.49%18.00%24.79%0.72$13,775.0 TeamMilwaukee
TCW Investment Management Co. - TCW SMid Cap Growth15.46%30.35%14.05%15.51%28.40%0.54$592.7 TeamLos Angeles
Oak Ridge Investments - Small to Mid Cap Growth15.37%34.80%21.47%14.85%22.22%0.66$2,850.0 TeamChicago
SouthernSun Asset Management - SMID Cap*15.14%46.85%26.33%22.10%30.05%0.73$1,634.5 Michael W. Cook Sr.Memphis, Tenn.
TCW Investment Management Co. - TCW Growth Equities13.89%31.27%12.87%13.25%25.15%0.52$233.3 TeamLos Angeles
Columbus Circle - Mid Cap Growth13.35%25.47%16.79%10.76%22.70%0.47$1,053.0 TeamStamford, Conn.
Nuveen Asset Management - Mid Cap Growth Opportunities12.41%23.21%18.11%15.21%23.78%0.63$1,289.2 TeamChicago
Oak Ridge Investments - Mid Cap Growth12.36%26.06%17.48%12.90%22.23%0.57$163.6 TeamChicago
J.P. Morgan Asset Management - Mid Cap Growth12.03%29.86%17.17%13.78%24.45%0.56$3,900.0 TeamNew York
Kayne Anderson Rudnick - Small to Mid Cap Value Portfolio*12.01%30.56%19.03%15.59%21.28%0.72$134.2 TeamLos Angeles
Pinnacle Associates Ltd. - Small Mid Cap Equity11.93%35.12%20.40%17.17%28.76%0.59$2,968.0 TeamNew York
The Boston Co. Asset Management - SMID Cap Opportunistic Value11.52%40.01%21.18%21.13%28.27%0.74$650.6 David A. DaglioBoston
Baird Investment Management - Mid Cap Growth11.38%24.59%20.34%16.34%22.32%0.72$727.2 TeamMilwaukee
Stephens Investment Management Group - Mid Cap Growth11.24%26.98%20.27%15.52%22.35%0.69$124.1 Ryan E. CraneHouston
Russell Midcap7.70%27.92%17.53%12.98%24.97%0.51

U.S. small-cap equity

Product3Q return1-year return3-year return5-year return5-year std dev5-year Sharpe ratioAssets ($M)ManagerLocation
McKinley Capital Management - Small Cap Growth*17.52%43.98%23.36%13.06%26.26%0.49$356.8 TeamAnchorage, Ala.
ClearBridge Investments - ClearBridge Small Cap Growth14.36%35.66%23.68%16.59%26.34%0.62$3,069.7 TeamNew York
Granite Investment Partners - Small Cap Equity13.95%45.06%20.20%19.63%29.46%0.66$110.7 TeamEl Segundo, Calif.
TCW Investment Management Co. - TCW Small Cap Growth13.84%19.33%10.67%12.76%28.62%0.44$499.6 TeamLos Angeles
Glenmede Investment Management - Glenmede Small Cap Equity13.82%40.47%24.64%15.93%27.04%0.58$914.5 TeamPhiladelphia
Penn Capital Management - Penn Small Cap Opportunistic Equity13.68%45.52%23.86%17.49%35.48%0.49$1,166.5 TeamPhiladelphia
Brown Advisory - Brown Advisory Small Cap Growth13.37%35.71%19.90%15.46%25.14%0.61$1,725.5 TeamBaltimore
Federated Investors Inc. - MDT Small Cap Growth13.32%36.14%23.75%12.61%27.23%0.46$125.2 TeamPittsburgh
Riverbridge Partners - Small Cap Growth13.12%35.01%23.92%17.27%22.34%0.77$2,745.0 TeamMinneapolis
The Boston Co. Asset Management - Small Cap Growth13.07%31.50%20.12%11.04%24.35%0.45$1,085.5 TeamBoston
Eagle Asset Management - Small Cap Growth - Retail12.88%27.64%19.64%15.01%25.79%0.58$7,283.7 TeamSt. Petersburg, Fla.
Kayne Anderson Rudnick - Small Cap Quality Value*12.83%31.44%18.31%13.84%22.69%0.6$1,684.6 TeamLos Angeles
Timberline Asset Management - Small Cap Growth Strategy12.55%32.17%21.25%16.42%28.70%0.57$928.1 TeamSan Francisco
Cadence Capital Management - Micro Cap Growth12.32%34.27%26.12%18.09%26.52%0.68$103.2 TeamBoston
Fred Alger Management Inc. - Small Cap Growth12.32%30.28%17.75%13.44%24.69%0.54$2,653.6 Jill GreenwaldNew York
Russell 200010.21%30.05%18.29%11.15%26.30%0.42

International, global, emerging-markets equity

Product3Q return1-year return3-year return5-year return5-year std dev5-year Sharpe ratioAssets ($M)ManagerLocation
Brandes Investment Partners - European Equity17.78%34.77%10.61%8.68%28.92%0.29$303.0 TeamSan Diego
HGK Asset Management Inc. - International Equity17.74%47.34%14.00%13.49%24.48%0.54$580.9 Richard BruceJersey City, N.J.
PNC Capital Advisors - International Growth14.59%28.22%9.43%9.81%23.72%0.41$151.4 TeamBaltimore
Cambiar Investors - International ADR14.19%28.52%13.77%12.16%21.85%0.55$712.5 TeamDenver
Brandes Investment Partners - International Equity13.15%27.42%8.38%5.74%22.40%0.25$11,151.0 TeamSan Diego
Renaissance Investment Management - International Equity Wrap12.88%25.05%9.46%5.82%24.85%0.23$982.3 Joe G. BrueningCovington, Ky.
Franklin Templeton Investments - Templeton International Equity SMA Composite12.62%24.84%9.16%6.01%23.40%0.25$750.3 TeamSan Mateo, Calif.
Parametric Portfolio Associates - Parametric TMC RAFI Dev Ex U.S. ADR12.61%25.76%7.09%6.34%30.01%0.21$151.2 TeamSeattle
Causeway Capital Management - International Value ADR*12.37%26.29%12.54%10.61%25.57%0.41$1,053.6 TeamLos Angeles
Glovista Investments - Emerging Markets Equities*12.19%8.04%1.24%12.99%32.91%0.39$489.2 TeamJersey City, N.J.
AllianceBernstein - International Value ADR*11.99%23.77%5.79%2.34%27.75%0.08$577.8 Sharon FayNew York
J.P. Morgan Asset Management - International Value Managed Account11.92%25.39%8.51%6.02%25.15%0.23$6,327.1 Gerd Woort-MenkerNew York
del Rey Global Investors - International Equity11.59%18.11%2.54%4.95%18.51%0.26$1,217.7 Paul HechmerLos Angeles
Legg Mason Inc. - ClearBridge International ADR11.50%24.45%10.84%7.37%24.25%0.3$518.9 TeamBaltimore
Tradewinds Global Investors - International ORD11.44%16.76%2.89%4.93%18.47%0.26$693.6 Peter L. BoardmanLos Angeles
Russell Developed ex North America Large Cap11.78%24.15%8.62%6.70%24.89%0.26
Russell Developed Large Cap8.36%20.89%12.09%8.21%22.76%0.35
Russell Emerging Markets Large Cap6.64%2.38%0.28%7.92%28.67%0.27

U.S. fixed income

Product3Q return1-year return3-year return5-year return5-year std dev5-year Sharpe ratioAssets ($M)ManagerLocation
Brandes Investment Partners - Enhanced Income3.31%7.77%7.54%7.86%9.98%0.77$103.0 TeamSan Diego
Penn Capital Management - Penn Opportunistic High Yield Fixed Income2.90%8.75%9.32%13.20%15.92%0.82$868.7 TeamPhiladelphia
First Western Capital Management - High Yield Short Duration2.64%7.76%8.95%11.19%8.74%1.26$225.4 Steven S. MichaelsLos Angeles
Pacific Income Advisers - U.S. High Yield2.42%8.01%9.98%11.90%13.19%0.89$510.0 TeamSanta Monica, Calif.
Shenkman Capital Management Inc. - High Yield Bond Strategy2.12%5.09%7.68%10.26%8.96%1.13$16,358.7 TeamNew York
First Western Capital Management - High Yield Fixed Income2.10%6.89%10.02%12.65%11.05%1.13$326.8 Steven S. MichaelsLos Angeles
Diamond Hill Capital Management Inc. - Strategic Income2.03%4.20%6.46%11.17%8.77%1.26$202.4 TeamColumbus, Ohio
Three Peaks Capital Management - High Yield Bond1.95%4.57%6.50%7.90%8.53%0.91$1,065.0 TeamCastle Rock, Colo.
Seix Investment Advisors - High Yield Bond Management*1.83%4.96%8.03%10.27%7.97%1.27$17,741.0 Michael KirkpatrickUpper Saddle River, N.J.
GW&K Investment Management - Corporate Bond Opportunities Strategy1.70%4.22%7.66%9.92%9.97%0.98$116.5 TeamBoston
RNC Genter Capital Management - Taxable, Quality Intermediate1.41%0.73%3.42%5.89%3.09%1.85$676.4 TeamLos Angeles
Pimco - Pimco Real Return for Managed Accounts1.34%-6.07%4.58%7.25%6.80%1.04$807.2 Mihir WorahNewport Beach, Calif.
JAG Capital Management - Enhanced Core Fixed Income1.30%0.53%3.93%6.93%4.65%1.45$402.0 TeamSt. Louis
GW&K Investment Management - Total Return Bond Strategy1.27%2.46%6.10%9.73%4.35%2.2$669.6 TeamBoston
Federated Investors Inc. - Government/Credit Strategy1.20%-0.20%3.84%7.75%4.84%1.57$4,589.0 TeamPittsburgh, Pa.
Barclays Aggregate0.58%-1.68%2.86%5.41%3.54%1.48

U.S. municipals

Product3Q return1-year return3-year return5-year return5-year std dev5-year Sharpe ratioAssets ($M)ManagerLocation
Sage Advisory Services - Intermediate Municipal Fixed Income1.03%-0.32%2.70%4.33%2.88%1.45$362.0 TeamAustin, Texas
Appleton Partners - Tax-Exempt Municipal*0.99%-0.91%3.11%5.24%3.80%1.33$3,588.3 TeamBoston
Eagle Asset Management - High Quality Tax-Free - Retail*0.96%-1.57%2.72%5.05%4.05%1.21$1,265.9 TeamSt. Petersburg, Fla
GW&K Investment Management - Municipal Bond Strategy0.95%-1.33%3.99%6.85%5.34%1.25$11,195.9 TeamBoston
McDonnell Investment Management - Medium Duration Municipal Bond0.95%-1.37%3.44%6.05%4.90%1.2$5,163.0 TeamOak Brook, Ill
PNC Capital Advisors - Intermediate Municipal0.95%-1.29%3.26%5.91%4.49%1.28$1,064.8 TeamBaltimore
McDonnell Investment Management - Intermediate Municipal Bond0.90%-0.39%2.66%4.77%3.27%1.41$2,242.0 TeamOak Brook, Ill
RNC Genter Capital Management - Municipals, Quality Intermediate0.90%-0.63%2.31%4.20%3.15%1.28$1,719.3 TeamLos Angeles
Belle Haven Investments - MuniPLUS0.89%0.39%3.97%6.24%3.44%1.77$447.0 TeamWhite Plains, N.Y.
C.W. Henderson & Associates - Actively Managed T/E0.89%-0.72%2.51%4.71%3.37%1.35$2,256.0 TeamChicago
Eaton Vance - TABS Limited Maturity0.89%-0.70%2.15%4.50%3.11%1.4$3,513.0 TeamBoston
Eaton Vance - Short-Term Municipals0.88%-0.42%2.17%4.26%2.84%1.44$469.8 Brian ClouserBoston
Neuberger Berman - Municipal Extended Core Fixed0.88%-1.19%2.87%5.09%3.83%1.29$170.0 TeamNew York
Lord Abbett & Co. - Intermediate Municipal MA0.86%-1.61%3.40%5.97%4.82%1.2$1,719.8 Daniel S. SolenderJersey City, N.J.
Thomas Weisel Partners LLC - California Intermediate Tax exempt0.85%0.27%2.68%4.78%3.27%1.41$193.0 TeamSan Francisco
Barclays Municipal Bond-0.20%-2.22%3.24%5.98%5.03%1.16

*Preliminary. The separately managed account products listed in these tables generated the highest performance for the quarter ended Sept. 30. Rankings are based on performance reported to the PrimaGuide research application by Oct. 25. In case of ties, products are listed alphabetically. Past performance is not a guarantee of future results, and advisers should rely on addtional factors when determining whether to include SMAs in their client portfolios. The PrimaGuide SMA universe isn't intended to be all-inclusive but rather represents a diversified group of products that are available to, and suitable for the affluent retail investor. Source: Envestnet

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