CORRECTING and REPLACING 2003: Top Performing Institutional Money Managers Ranked By InvestorForce; Oberweis Leads Equity Managers.Business Editors CORRECTION CORRECTION,punishment. Chastisement by one having authority of a person who has committed some offence, for the purpose of bringing him to legal subjection. 2. It is chiefly exercised in a parental manner, by parents, or those who are placed in loco parentis. ...by InvestorForce WAYNE Wayne, city (1990 pop. 19,899), Wayne co., SE Mich., a suburb of Detroit, on the Lower Rouge River; inc. as a village 1869, and with surrounding areas as a city 1960. It has automobile and aircraft industries and other varied manufactures. , Pa.--(BUSINESS WIRE)--Nov. 11, 2003 In BW5560 issued Nov. 11, 2003: Third graph graph, figure that shows relationships between quantities. The graph of a function y=f (x) is the set of points with coordinates [x, f (x)] in the xy-plane, when x and y are numbers. , first sentance of release should read: Leading the pack in the InvestorForce fixed income universe for the year was Zazove Associates, LLC (Logical Link Control) See "LANs" under data link protocol. LLC - Logical Link Control headquartered in Northbrook Northbrook, village (1990 pop. 32,308), Cook co., NE Ill., a suburb of Chicago; settled 1836. It was incorporated as Shermerville in 1901 and was reincorporated as Northbrook in 1923. , IL. (sted Leading the pack in the InvestorForce equity universe for the year was Zazove Associates, LLC headquartered in Northbrook, IL.) The corrected release reads: 2003: TOP PERFORMING INSTITUTIONAL MONEY MANAGERS RANKED BY INVESTORFORCE; OBERWEIS Oberweis may refer to:
Zazove Associates Tops Fixed Income The quarterly survey of institutional investment manager performance from InvestorForce, an investment information and technology company, has identified the top ten performing equity and fixed income separate account managers in 20 asset classes. The survey was based on performance figures from the firm's database of over 800 separate account investment managers and over 3,800 separate account products, for the trailing one-year adj. 1. completing its life cycle within a year. Adj. 1. one-year - completing its life cycle within a year; "a border of annual flowering plants" annual phytology, botany - the branch of biology that studies plants period ending September September: see month. 30, 2003. Eighty-five percent of InvestorForce's database was updated within 18 business days after the quarter's end and over 90 percent was updated within 25 business days. Bumping Bumping can refer to:
Aurora (ərôr`ə, ô–). 1 City (1990 pop. 222,103), Adams and Arapahoe counties, N central Colo., a growing suburb on the east side of Denver; inc. 1903. , IL topped the performance of all other managers - equity and fixed income - in the trailing year period in InvestorForce's quarterly survey of institutional investment manager performance. In the category of Small-Micro Cap Growth, Oberweis's Micro-Cap Micro-cap Micro cap refers to a company with a market capitalization of between $50 million to $300 million. Notes: A micro cap stock isn't the smallest classification (nano-cap is even smaller), but it is getting pretty small. Growth portfolio, with a one-year return of 107.67 percent for the one-year period ending September 30, 2003, dramatically outperformed all other category winners. Leading the pack in the InvestorForce fixed income universe for the year was Zazove Associates, LLC headquartered in Northbrook, IL. In the category of High Yield Fixed Income, its High Yield Convertibles portfolio returned 93.07 percent for the one-year period ending September 30, 2003 and 9.47 percent in the third quarter. Only the top-performing product in each category, according to according to prep. 1. As stated or indicated by; on the authority of: according to historians. 2. In keeping with: according to instructions. 3. the trailing year's performance results, appears in the table that follows. Editor's Note Editor's Note (foaled in 1993 in Kentucky) is an American thoroughbred Stallion racehorse. He was sired by 1992 U.S. Champion 2 YO Colt Forty Niner, who in turn was a son of Champion sire Mr. Prospector and out of the mare, Beware Of The Cat. Trained by D. : For more information on InvestorForce Quarterly Rankings, visit the InvestorForce website at www.investorforce.com, or contact Jim Angstadt or Grant Evans Ev·ans , Herbert McLean 1882-1971. American anatomist who isolated four pituitary hormones and discovered vitamin E (1922). at 215-867-8600. To qualify for inclusion in the survey, composites must have a three-year minimum track record and more than $50 million in vehicle/strategy assets. The reported data reflect returns of separate account composites only that were submitted on or before September 30, 2003. All rates of return are shown "gross," or before investment management fees. The rankings contain performance returns for the past quarter and trailing one-, three- and five-year periods through September 30, 2003. The trailing three- and five-year returns are annualized annualized Of or relating to a variable that has been mathematically converted to a yearly rate. Inflation and interest rates are generally annualized since it is on this basis that these two variables are ordinarily stated and compared. and were calculated on a time weighted geometrically ge·o·met·ric also ge·o·met·ri·cal adj. 1. a. Of or relating to geometry and its methods and principles. b. Increasing or decreasing in a geometric progression. 2. linked basis. The information and materials included in this report are a compilation Compiling a program. See compiler. of performance information. It should not be considered as a recommendation, endorsement A signature on a Commercial Paper or document. An endorsement on a negotiable instrument, such as a check or a promissory note, has the effect of transferring all the rights represented by the instrument to another individual. , solicitation solicitation In criminal law, the act of asking, inducing, or directing someone to commit a crime. The person soliciting another becomes an accomplice to the crime. The term also refers to the act of obtaining bribes, as well as to the crime of a prostitute who offers sexual or investment advice for any investment manager or its services. All quarterly returns are provided directly by the manager of the product shown. While the information contained herein has been obtained from sources deemed reliable, neither InvestorForce nor any information provider guarantees that it is accurate or complete or makes any warranties warranties, n.pl the details of a contract; considered less important than the conditions. Whereas the penalty for breach of conditions is the termination of the contract, the penalty for breach of warranties is payment of damages to the innocent party. with regard to the results that have been or may be obtained from its use. Past performance is not an indication of future performance. About InvestorForce InvestorForce delivers cost savings and revenue-based business solutions to the institutional investment community through its technology, information and people. InvestorForce is an independent, flexible web-based technology platform providing the institutional investment community with information, tools, and online investment manager search capabilities for both traditional and alternative investment products. InvestorForce enables its clients to leverage its technology through private label opportunities designed to address the needs of portfolio and client management, reporting and analytics. InvestorForce is headquartered in Wayne, PA with offices in Los Angeles Los Angeles (lôs ăn`jələs, lŏs, ăn`jəlēz'), city (1990 pop. 3,485,398), seat of Los Angeles co., S Calif.; inc. 1850. . The company currently meets the information and technology solution needs of over 500 institutional investment clients.
Top Overall Managers By Asset Class
(Based on Gross Returns for the trailing one-year period ending
09/30/03)
1 Year 3rd Qtr
Asset Class Firm Vehicle Returns (Gross)
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Micro Cap
Oberweis Asset Growth
Small-Micro Cap Growth Management, Inc. Equity 107.67% 18.92%
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Zazove High
High Yield Fixed Zazove Yield
Income Associates, LLC Convertibles 93.07% 9.47%
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PIMCO Equity
Large Cap Growth Advisors LLC Innovation 70.94% 14.12%
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Eastern
Emerging Markets Nordea Investment European
Equity Management Equities 69.50% 17.89%
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U.S. Small
Schneider Capital Cap Value
Small-Micro Cap Value Management Equity 68.69% 21.77%
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AllianceBernstein
Institutional
Investment
Management, A
Unit of Alliance
Smid and Mid Cap Capital
Growth Management L.P. Midcap Growth 65.37% 10.49%
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Brandes
Investment Global Mid
Global Equity Partners, LLC Cap Equity 62.58% 13.96%
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Brandes
Investment US Value Mid
Smid and Mid Cap Value Partners, LLC Cap Equity 59.85% 10.34%
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Legg Mason
Capital Legg Mason
Smid and Mid Cap Core Management, Inc. Mid-Cap 56.91% 6.98%
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Brandes International
Investment Small Cap
International Equity Partners, LLC Equity 55.36% 14.69%
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Concentrated
Core
Large Cap Core TCW Group Equities 53.19% 7.93%
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AllianceBernstein
Institutional
Investment
Management, A
Unit of Alliance Emerging
Capital Markets
Emerging Markets Debt Management L.P. Fixed Income 53.05% 3.09%
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Gabelli Asset
Management Gabelli Large
Large Cap Value Company Cap Value 52.89% 3.09%
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Kennedy Capital Small Cap
Small-Micro Cap Core Management Core 46.58% 11.49%
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Global High
Capital Guardian Yield Fixed
Global Fixed Income Trust Company Income 33.79% 2.41%
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Wellington
Management Real Estate
REIT Company, LLP Securities 31.70% 11.29%
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US FI Intermediate SMH Capital DIVERSIFIED
Duration Advisors, Inc. FIXED INCOME 28.40% 4.17%
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International Fixed Evergreen International
Income Investments Bond 28.22% 3.19%
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STW Fixed Income
US FI Long Duration Management Ltd. Long Duration 14.37% -1.38%
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Boston Partners
US FI, Short, Low, Asset
Cash Management, L.P. Core Bond 12.62% 0.03%
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