Financial Services Industry
Industry: Email Alert RSS Feed[O] Largest Managers.
Pensions & Investments, May, 2000
Oak Ridge Investments Inc. 10 S. LaSalle St., Suite 1050, Chicago, IL 60603; phone: (312) 857-1040; fax: (312) 857-1055; www.ospreyvalue.com ($ millions) Total assets managed worldwide 2,006 Total worldwide institutional assets 1,978 Total U.S. tax-exempt assets 1,750 Total U.S. institutional tax-exempt 1,726 Internal U.S. institutional tax-exempt 1,726 Asset mix: Equity 63% Fixed income 37% Internal U.S. institutional tax-exempt assets in: Asset allocation/balanced 397 U.S. equity, active 1,091 U.S. bond, active 635 Active domestic equity strategies: Value Large cap 1,087 Small cap 4 Mutual fund assets: Worldwide mutual fund assets 28 No. of portfolio managers 8 For fixed income, Osprey uses an intermediate-term,...
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