The top separately managed accounts: Second quarter rankings

Aug 15, 2010 @ 12:01 am

  

U.S. large-cap equity

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Click the top-performers for a full research report from Prima Capital

Product Name 2Q 1-year Return 3-year Return 5-year Return 5-year std dev 5-year Sharpe ratio Product assets ($M) Manager Location
Neuberger Berman - Socially Responsive Investing -6.7 20.29 -7.09 2.33 18.29 -0.02 $2,311 Team New York
Eagle Capital Management LLC - Eagle Equity -7.61 23.6 -4.74 2.66 18.22 -0.01 $5,726 Ravenel B. Curry III New York
Legg Mason Inc. - ClearBridge Dividend Strategy -8.13 14.99 -3.4 2.59 13.67 -0.01 $1,259 Team Baltimore
RNC Genter Capital Management - Dividend Income -8.41 14.9 -6.18 1.99 15.77 -0.05 $288 Team Los Angeles
JAG Advisors - Large Cap Growth Equity -8.43 20.81 -6.78 3.13 23.28 0.02 $197 Team St. Louis
Metropolitan West Capital Management LLC - Large Cap Intrinsic Value -8.6 17.26 -5.32 4.64 18.19 0.1 12,376 Team Newport Beach, Calif.
Legg Mason Inc. - Legg Mason ClearBridge Appreciation -8.94 15.75 -3.77 3.00 14.88 0.02 1,595 Team Baltimore
Eagle Asset Management - Equity Income Retail -8.98 16.29 -6.82 1.82 16.18 -0.06 310 Team St. Petersburg, Fla.
Crawford Investment Counsel - Dividend Growth Wrap -9.09 11.76 -6.99 0.48 14.7 -0.16 881 Team Atlanta
Navellier & Associates Inc. - Large Cap Growth Portfolio -9.12 15.75 -6.78 -0.11 21 -0.14 1,925 Team Reno, Nev.
S&P 500 -0.11 14.43 -9.81 -0.79 18.53 -0.19      
Source: Prima Capital

  

U.S. mid-cap equity

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Product Name 2Q 1-year Return 3-year Return 5-year Return 5-year std dev 5-year Sharpe ratio Product assets ($M) Manager Location
Anchor Capital - Mid Cap Value Equity -3.18 22.86 -1.89 6.12 14.62 0.23 3,727 Mark V. Rickabaugh Boston
Geneva Capital Management Group Inc.- Mid Cap Equity -5.85 21.06 -2.31 3.75 18.52 0.05 1,149 Team Milwaukee
Baird Investment Management - Mid Cap Growth (Wrap) Equity -6.28 27.26 -2.71 3.68 20.77 0.04 117 Team Milwaukee
Federated Investors Inc. - Strategic Value -6.67 12.36 -10.9 -0.84 15.86 -0.23 2,522 Team Pittsburgh
Madison Investment Advisors Inc. - Mid Cap Core Equity -7.34 16.38 -7.43 1.20 17.85 -0.09 516 Team Madison, Wis.
J.P. Morgan Asset Management - Mid Cap Value -7.42 24.75 -6.52 1.63 18.26 -0.06 8,093 Team New York
New Amsterdam Partners LLC - Mid Cap -7.45 24.67 -6.91 0.48 19.57 -0.12 519 Team New York
Congress Asset Management - Mid Cap Growth (SMA) -7.51 19.59 -7.28 1.50 20.83 -0.06 231 Team Boston
Earnest Partners LLC - Mid Cap Core -7.56 24.18 -5.49 2.20 21.98 -0.03 1,349 Paul Viera Atlanta
Steinberg Asset Management, LLC - Mid-Cap Value Equity -7.67 18 -9.46 1.10 23.47 -0.07 603 Michael A. Steinberg New York
Russell Midcap -9.88 25.13 -8.19 1.22 22.36 -0.07      
Source: Prima Capital

  

U.S. small-cap equity

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Product Name 2Q 1-year Return 3-year Return 5-year Return 5-year std dev 5-year Sharpe ratio Product assets ($M) Manager Location
Kayne Anderson Rudnick LLC - Small Cap Quality Value -4.09 28.62 -3.35 4.74 20.8 0.09 957 Team Los Angeles
Kayne Anderson Rudnick LLC - Small Cap Core -4.72 27.15 -2.62 3.64 19.77 0.04 871 Team Los Angeles
Dalton Greiner Hartman Maher & Co. - Micro Capitalization -5.07 18.1 -10.28 -0.34 19.19 -0.16 248 Team New York
Kalmar Investments Inc. - Small Cap (Growth with Value) Equity -5.24 24.42 -6.02 1.45 21.17 -0.06 1,008 Team Wilmington, Del.
C.S. McKee LP - Small Cap Domestic Equity -5.31 23.39 -4.38 6.55 21.99 0.17 828 Team Pittsburgh
Wasatch Advisors Inc. - Small Cap Core Growth -5.68 20.97 -5.79 0.02 20.46 -0.13 754 Team Salt Lake City
Riverbridge Partners LLC - Small Cap Growth -6.01 22.89 -2.87 4.81 20.96 0.1 1,285 Team Minneapolis
Summit Creek Advisors LLC - Small Cap Growth -6.03 16.91 -1.25 3.86 20.22 0.05 338 Team Minneapolis
Nicholas Company Inc. - Small Cap Growth Equity -6.55 18.36 -2.92 2.54 17.65 -0.01 153 David O. Nicholas Milwaukee
Chartwell Investment Partners LP - Small Cap Value -6.88 33.09 -5.23 2.93 21.39 0.01 374 Team Berwyn, Pa.
Russell 2000 -9.92 21.48 -8.6 0.37 22.3 -0.11      
Source: Prima Capital

  

International equity

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Product Name 2Q 1-year Return 3-year Return 5-year Return 5-year std dev 5-year Sharpe ratio Product assets ($M) Manager Location
Aberdeen Asset Management Co. - Asia Pacific ex-Japan Equity -1.68 31.25 3.19 14.77 26.83 0.45 24,162 Team Philadelphia
Lazard Asset Management LLC - Emerging Markets Equity Select -6.94 30.8 -2.46 13.94 29.79 0.37 1,075 Team New York
Tradewinds Global Investors LLC - International ORD -8.69 6.61 -5.09 5.70 18.51 0.16 3,873 Team Los Angeles
Tradewinds Global Investors, LLC - International ADR Institutional -8.89 7.53 -4.79 5.52 17.64 0.16 1,717 Team Los Angeles
Capital Group Private Client Services - Non-U.S. Equity -8.97 15.11 -6.54 5.20 20.25 0.12 1,654 Team Los Angeles
Aletheia Research and Management Group Inc. - Aletheia International Growth -9.11 15.2 -2.49 7.97 23.4 0.22 160 Peter J. Eichler Jr. Santa Monica, Calif.
Neuberger Berman - International ADR -9.13 9.99 -9.84 4.00 21.11 0.06 1,524 Benjamin Segal New York
Thornburg Investment Management Inc. - Thornburg International Equity -9.17 12.05 -7 6.83 22.24 0.18 30,082 Team Santa Fe, N.M.
Aberdeen Asset Management Co. - EAFE Plus Equity -9.23 17.71 -6 6.92 23.88 0.17 1,650 Team Philadelphia
Invesco LTD.- International ADR Growth -9.38 13.31 -7.38 5.57 19.52 0.14 1,442 Team Atlanta
Russell Developed Large Cap ex-N.A. -13.93 6.79 -13.12 1.23 24.16 -0.06      
Source: Prima Capital

  

U.S. fixed income

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Product Name 2Q 1-year Return 3-year Return 5-year Return 5-year std dev 5-year Sharpe ratio Product assets ($M) Manager Location
Cincinnati Asset Management - Investment Grade Fixed Income 4.66 15.07 7.97 5.60 6.62 0.43 647 Team Cincinnati
Cumberland Advisors - Taxable Fixed Income 4.65 12.87 8.52 6.53 4.15 0.91 278 Team Vineland, N.J.
Macquarie Allegiance Capital - Aggregate Duration AAA 4.3 7.25 7.95 5.53 4.5 0.62 441 Team Los Angeles
Breckinridge Capital Advisors Inc. - BCA Intermediate Taxable Municipal Bond 4.12 9.66 8.76 6.28 4.35 0.81 572 Team Boston
Missouri Valley Partners Inc. - Core Fixed 3.83 9.4 8.82 6.31 4.09 0.86 273 Team St. Louis
Reinhart Partners Inc. - Core Fixed Income 3.79 10.94 8.5 5.96 4.33 0.74 138 Team Mequon, Wis.
Agincourt Capital Management LLC - Core Total Return Fixed Income 3.58 12.75 7.81 5.88 4.01 0.78 2,141 Team Richmond, Va.
Segall Bryant & Hamill Investment Counsel - Core Fixed Income 3.53 9.89 9.63 6.83 3.72 1.09 1,612 Team Chicago
BlackRock Inc. - Core Bond 3.49 9.48 7.15 5.36 3.32 0.78 138,369 Team Wilmington, Del.
Macquarie Allegiance Capital - Intermediate Aggregate Duration AAA 3.49 6.84 7.53 5.51 3.59 0.76 1,211 Team Los Angeles
Barclays Aggregate 3.49 9.5 7.55 5.54 3.52 0.79      
Source: Prima Capital

  

U.S. municipals

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Product Name 2Q 1-year Return 3-year Return 5-year Return 5-year std dev 5-year Sharpe ratio Product assets ($M) Manager Location
Gannett Welsh & Kotler LLC - Municipal Bond Strategy 2.76 10.11 6.46 4.79 4.54 0.45 7,432 Team Boston
Lord Abbett & Co. LLC - SMA Intermediate Municipal 2.65 8.53 6.79 4.90 3.86 0.55 459 Daniel S. Solender Jersey City, N.J.
McDonnell Investment Management LLC - Medium Duration Municipal Bond 2.62 8.24 6.36 4.64 4.06 0.46 5,355 Team Oak Brook, Ill.
Nuveen Asset Management - Intermediate Municipal Bond 2.38 7.79 5.73 4.34 3.59 0.44 15,265 Team Chicago
Eagle Asset Management Inc. - High Quality Tax-Free Retail 2.3 7.14 5.37 4.10 3.03 0.44 769 Team St. Petersburg, Fla.
Lord Abbett & Co. LLC - SMA Municipal 2.21 10.19 5.75 4.59 5.03 0.36 5,835 Daniel S. Solender Jersey City, N.J.
Appleton Partners - Tax-Exempt Municipal 2.19 7.08 6.32 4.66 3.04 0.62 2,452 Team Boston
Eaton Vance - Intermediate Municipal 2.05 6.87 6.27 4.55 3.27 0.54 1,376 Team Boston
SeaCap Investment Advisors - Intermediate Municipal Bond Composite 2.04 6.19 5.77 4.42 2.81 0.59 488 Team Seattle
Breckinridge Capital Advisors Inc. - BCA Intermediate Tax-Exempt Municipal Bond 2.03 6.27 6.19 4.60 2.8 0.66 10,845 Team Boston
Barclays Municipal Bond 2.03 9.61 5.5 4.40 4.27 0.38      

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