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Interactive Statistics: Money Managers

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18 ASSET MANAGEMENT INC.
Jeff Brown, President & CEO; 284 Dundas St., Ste. 218, London, ON N6B 1T6
PH: 519-433-0018
eMail: jeff.brown@18assetmanagement.com
Web: www.18assetmanagement.com
Ownership: Principals
Investment Professionals: 3
Established: 2010
Minimum Investment -
Pooled: $1M
Separate: $5M
Manager Style -
Size Bias: All Cap
Style Bias: Value, Growth, GARP
Management Style: Active

ABERDEEN ASSET MANAGEMENT INC.
Renee Arnold, Head of Business Development, Canada; 161 Bay St., 44th Floor, TD Canada Trust Tower, Toronto, ON M5J 2S1
PH: 416-777-5570
Fax: 866-290-9322
eMail: renee.arnold@aberdeen-asset.com
Web: www.aberdeen-asset.ca
Ownership: Principals - 3.7%, Public - 96.3%
Investment Professionals: 4101
Established: 1983
Minimum Investment -
Pooled: $5M
Separate: $100M
Manager Style -
Size Bias: All Cap
Style Bias: Core
Management Style: Active
Fixed Income Management Style: Active
Other: Fundamental bottom-up investment approach
CAP Services: Aberdeen is committed to service excellence, aiming not just to achieve client’s investment objectives but exceed expectations on all fronts. Similar to our investment philosophy, we adopt a team approach to servicing clients. All accounts are assigned a relationship manager who is responsible for the overall relationship, backed by an office-based client service associate. Client-facing personnel work closely with portfolio managers, and are supported by in-house teams in various divisions, including performance measurement, risk management, legal, compliance/monitoring, operations and administration. This ensures that delivery standards meet those agreed upon with the client (e.g. with regards to reporting). Having a team approach also allows us to be responsive to client queries even in the absence of the key relationship manager. We strive to meet with clients to review their portfolios two times per year; one meeting in person and one via conference call. We do our utmost to meet client requirements and satisfy expectations and as such, the relationship management team is always available to answer questions or provide additional information as needed. Comprehensive monthly and quarterly reports with portfolio accounting information and performance review are provided. We have a standard reporting format which generally forms the core of all institutional reports, but we aim to be client-driven to meet specific needs. In addition, market commentary and outlook are produced on a monthly basis and provided to clients. From time-to-time we also make available our white papers for client consumption and can provide educational forums for clients as required.
1 - Property Investment Professionals are not included in this figure.

ACADIAN ASSET MANAGEMENT LLC
Douglas Coughlin, Senior Vice-president, Director, North American Client Service; 260 Franklin St., Boston, MA 02110
PH: 617-850-3500
Fax: 617-850-3501
Web: www.acadian-asset.com
Ownership: Third-party - Old Mutual - 71%, Acadian KELP - 29%
Investment Professionals: 71
Established: 1986
Minimum Investment -
Pooled: US$1M
Separate: US$25M
Manager Style -
Size Bias: Small, Mid, Large, All Cap
Style Bias: Value
Management Style: Active
Fixed Income Management Style: Active

ACM ADVISORS LTD.
Chad Mallow, President; 210 - 1140 Homer St., Vancouver, BC V6N 2X6
PH: 604-661-0671
Fax: 604-682-3265
eMail: cmallow@acma.ca
Web: www.acma.ca
Ownership: Principals
Investment Professionals: 7
Established: 1992
Minimum Investment -
Pooled: $0.15M
Manager Style -
Management Style: Active
Fixed Income Management Style: Active

ACORN GLOBAL INVESTMENTS INC
Jeff Crich, Chief Operating Officer; 1267 Cornwall Rd., Ste. 201, Oakville, ON L6J 7T5
PH: 905-257-0773
Fax: 888-582-7863
eMail: jeff.crich@acorn.ca
Web: www.acorn.ca
Ownership: Principals
Investment Professionals: 5
Established: 2005
Minimum Investment -
Pooled: $100,000
Separate: $5M
Manager Style -
Management Style: Active
Other: Systematic Global Macro, Managed Futures
CAP Services: Investment management only

ADDENDA CAPITAL INC.
Michel Jalbert, Senior Vice-president, Business Development & Client Partnerships; 800 Rene-Levesque Blvd. W., Ste. 2750, Montreal, QC H3B 1X9
PH: 514-287-7373
Fax: 514-287-7200
eMail: m.jalbert@addenda-capital.com
Web: www.addenda-capital.com
Ownership: Co-operators Financial Services Limited - 74.5%, Fonds de solidarite FTQ and Addenda Management Shareholders - 25.4%
Investment Professionals: 49
Established: 1996
Minimum Investment -
Pooled: $5M
Separate: $20M
Manager Style -
Size Bias: Mid, Large Cap
Style Bias: Value, Growth, GARP, Core
Management Style: Active
Fixed Income Management Style: Active, Passive
Bond Management Style: Duration, Credit, Yield Curve
Other: Provides specialized and alternative strategies such as Absolute Return Bonds, Liability Driven Investments, Currency and Overlay mandates.
CAP Services: Investment Management

AEGON CAPITAL MANAGEMENT INC.
Gregory Ross, President & Chief Executive Officer; 8th Floor - 5000 Yonge St., Toronto, ON M2N 7J8
PH: 416-883-5801
Fax: 416-883-5790
eMail: greg.ross@aegoncapital.ca
Web: www.aegoncapital.ca
Ownership: Wholly owned by AEGON Asset Management (Canada) B.V., a wholly owned subsidiary of AEGON N.V.
Investment Professionals: 9
Established: 2001
Minimum Investment -
Pooled: $10M
Separate: $10M
Manager Style -
Size Bias: Mid, Large, All Cap
Style Bias: GARP, Core
Management Style: Active
Fixed Income Management Style: Active
Bond Management Style: Credit
Other: Asset Allocation
CAP Services: Quarterly asset management reviews, presented in person; periodic review of fund composition within the portfolios (Conservative, Balanced, Aggressive Growth, etc.) to better meet plan-holders needs and respond to changes in the market; monthly asset allocation and risk oversight.

AGF INVESTMENTS2
Michael Peck, Senior Vice-president, Institutional; 66 Wellington St. W., 31st Floor, Toronto, ON M5K 1E9
PH: 416-865-4253
Fax: 416-865-4247
eMail: michael.peck@agf.com
Web: www.agf.com/institutional
Ownership: Principals - 19.54%, Public - 80.46%, The above breakdown was at November 30, 2013 and reflects AGF Class B. AGF Class A is 100% held by principals.
Investment Professionals: 483
Established: 1957
Minimum Investment -
Pooled: $10M
Separate: $25M
Manager Style -
Size Bias: Small, Mid, Large, All Cap
Style Bias: Value, Growth, GARP, Core
Management Style: Active
Fixed Income Management Style: Active
Bond Management Style: Duration, Credit, Yield Curve
CAP Services: AGF Investments has a dedicated Strategic Accounts Team that serves our corporate distribution partners which includes Defined Contribution Pension Plan clients. Our strategic account service program is very flexible and servicing levels are largely dictated by a client's specific requirements. At minimum, each account is assigned a dedicated relationship manager who will work with a client to develop a standing communication plan. Reporting requirements are also largely driven by client direction. If the client wishes to take a more hands-off approach, our relationship manager will guide a discussion and develop a plan with as much or as little interjection as the client feels is necessary. The AGF Strategic Accounts servicing team is comprised of high quality professionals who are trained to work with your specific needs. You can expect a single point of contact, expert knowledge of AGF Investments’ products and services, regular product updates, immediate notification of related news for AGF Investments, deployment of corporate-wide resources to provide solutions and rapid response times to all inquiries. A primary focus for AGF Investments is the continual enhancement of the client-centric model in our investment management business. To this end, we have maintained a high level of contact with our clients and refined the way we deal with them. We have implemented a client engagement strategy that defines the way we interact with our clients which allows us to deliver our services in a predictable manner.
2 - GIPS Firm Description: AGF Investments is a group of wholly owned subsidiaries of AGF Management Limited, a Canadian reporting issuer. The subsidiaries included in AGF Investments are AGF Investments Inc. (AGFI), AGF Investments America Inc. (AGFA) and AGF Asset Management (Asia) Limited (AGF AM Asia), AGF International Advisors Company Limited (AGFIA), AGFIA Limited (AGFIA Ltd) and Acuity Investment Management Inc. (Acuity). AGFA is a registered advisor in the U.S. AGFI, AGFIA Ltd. and Acuity are registered as portfolio managers across Canadian securities commissions. AGFIA and AGFIA Ltd are also regulated by the Central Bank of Ireland. AGF AM Asia is registered as a portfolio manager in Singapore. The subsidiaries that form AGF Investments manage a variety of mandates comprised of equity, fixed income and balanced assets. Effective September 30, 2012, AGF Investments includes AGFIA and AGFIA Ltd. The firm definition was redefined in order to include AGFIA and AGFIA Ltd. under the AGFI brand and to centralize operational functions from a GIPS perspective. Effective January 1, 2014, AGF Investments includes Acuity. The firm definition was redefined in order to centralize operational functions from a GIPS perspective. Compliance Statement: AGF Investments claims compliance with the Global Investment Performance Standards (GIPS) and has prepared and presented this report in compliance with the GIPS standards. AGF Investments and Acuity Investment Management Inc. merged from a GIPS perspective on January 1, 2014. The combined firm, AGF Investments, has not been independently verified. AGF Investments has been independently verified for the periods January 1, 2006 to December 31, 2013. Acuity Investment Management Inc. has been independently verified for the periods January 1, 1999 to December 31, 2013. Additional Disclaimers: The information contained herein is designed to provide you with general information related to investment alternatives and strategies and is not intended to be comprehensive investment advice applicable to the circumstances of individual clients. AGF Investments Inc. is registered as Portfolio Manager with Canadian Securities Commissions and is fully owned by AGF Management Limited, a Canadian reporting issuer. This report may not be reproduced (in whole or in part), transmitted or made available to any other person without the prior written permission of AGF Investments Inc. This document is for use by Canadian accredited investors only. All information is as of June 30, 2014 and sourced from AGF Investment Operations.
3 - Represents the number of investment professionals within AGF Investments, under the GIPS firm definition. AGF Management Ltd., the parent company was established in 1957.

AJO
Jim Lobb, Principal; 230 S. Broad St., Philadelphia, PA 19102
PH: 215-546-7500
Fax: 215-546-7506
eMail: lobb@ajopartners.com
Web: ajopartners.com
Ownership: Principals
Investment Professionals: 40
Established: 1984
Minimum Investment -
Separate: $25M
Manager Style -
Size Bias: Small, Mid, Large, All Cap
Style Bias: Value
Management Style: Active
Other: Long/Short and Managed Volatility strategies across the market cap spectrum of U.S. and international equities.
CAP Services: Investment Management services

ALLIANCEBERNSTEIN L.P.
Wendy Brodkin, Managing Director, CA, CFA, ICD.D; Brookfield Place, 161 Bay St. - 27th Floor, Toronto, ON M5J 2S1
PH: 416-572-2534
Fax: 212-756-4405
eMail: wendy.brodkin@alliancebernstein.com
Web: www.alliancebernstein.com/institutional
Ownership: Principals - 63.51% - includes ownership of AllianceBernstein units, indirect ownership of AllianceBernstein units through its interest in AllianceBernstein Holding, and general partnership interests in AllianceBernstein and AllianceBernstein Holding. AXA Financial, Inc. is a wholly-owned subsidiary of AXA, one of the world’s largest global financial services organizations, Public - 24.75% - public and other, Third-party - 11.74% - direct and indirect ownership including unallocated units in deferred compensation plans (Though our majority shareholder is AXA Financial, we as a firm operate independently. For additional information concerning our ownership structure, please refer to our most recent Form 10-K.)
Investment Professionals: 460
Established: 1971
Minimum Investment -
Pooled: Minimum investment varies by strategy
Separate: Minimum investment varies by strategy
Manager Style -
Size Bias: All Cap
Style Bias: Value, Growth, Core
Management Style: Active, Passive
Fixed Income Management Style: Active, Passive
Bond Management Style: Duration, Credit, Yield Curve
CAP Services: Retirement Strategies, Customized Retirement Strategies, Secure Retirement Strategies

ALLIANZ GLOBAL INVESTORS
Stephane Amara, Director, Senior Relationship Manager; 1633 Broadway, 41st Floor, New York, NY 10019
PH: 514-426-6212
Fax: 514-498-8311
eMail: Stephane.Amara@allianzgi.com
Web: www.allianzgi.com
Ownership: Allianz SE (indirect)
Investment Professionals: 525
Established: 1890
Minimum Investment -
Pooled: $1M
Separate: $10-$50M (varies)
Manager Style -
Size Bias: Small, Mid, Large, All Cap
Style Bias: Value, Growth, GARP, Core
Management Style: Active
Fixed Income Management Style: Active
Bond Management Style: Duration, Credit
CAP Services: Investment Management

AMERICAN CENTURY INVESTMENTS
Ellen DeNicola, Vice-president, Institutional Business Group; 666 Third Ave., 23rd Floor, New York, NY 10017
PH: 800-880-1726
Fax: 816-340-3931
eMail: institutional@americancentury.com
Web: www.institutional.americancentury.com
Ownership: Principals - 59%, Third-party - 41% (CIBC)
Investment Professionals: 149
Established: 1958
Minimum Investment -
Separate: 10M-$50M (varies by strategy)
Manager Style -
Size Bias: Large Cap
Style Bias: Growth
Management Style: Active
Fixed Income Management Style: Active
Other: Independent, privately controlled company that has managed investments since 1958, sole business is to provide fiduciary investment management services to institutional and individual clients; actively-managed institutional investment strategies are designed to produce superior risk-adjusted returns; Canadian-domiciled clients are invested in the following investment strategies: Non-U.S. Growth and Global Growth.

AMUNDI CANADA INC.
Gilbert Lavoie, President; 2000 McGill College Ave., Ste. 1920, Montreal, QC H3A 3H3
PH: 514-982-2902
Fax: 514-982-2915
eMail: gilbert.lavoie@amundi.com
Web: www.amundi.com
Ownership: Credit Agricole & Societe Generale, two French banks.
Investment Professionals: 0
Established: 2007 (Canada)
Minimum Investment -
Pooled: $5M
Separate: varies
Manager Style -
Size Bias: Mid, Large, All Cap
Style Bias: Growth, GARP, Core
Management Style: Active, Passive
Fixed Income Management Style: Active, Passive
Bond Management Style: Duration, Credit, Yield Curve

ARROW CAPITAL MANAGEMENT INC.
Mark Purdy, Managing Director & CIO; 36 Toronto St., Ste. 750, Toronto, ON M5C 2C5
PH: 416-323-0477
Fax: 416-323-3199
eMail: mpurdy@arrow-capital.com
Web: www.arrow-capital.com
Investment Professionals: 12
Established: 2000
Minimum Investment -
Pooled: $1M
Separate: $10M
Manager Style -
Size Bias: All Cap
Style Bias: Value, Growth
Management Style: Active
Fixed Income Management Style: Active
Other: Customized Alternative Investment Solutions; Equity - Long Short Canadian Equity, Market Neutral (Small Mid Cap); U.S. Equity - Market Neutral (Small Mid Cap); Hedged - Convertible Arbitrage/Hedge U.S. High Yield, Mutual Funds: Equity, fixed income, energy

AURION CAPITAL MANAGEMENT INC.
David Doritty, Vice-president, Business Development; 120 Adelaide St. W., Ste. 2205, Toronto, ON M5H 1T1
PH: 416-866-2432
Fax: 416-363-6206
eMail: ddoritty@aurion.ca
Web: www.aurion.ca
Ownership: Aurion Capital is 100% owned by Scotiabank as of June 2014.
Investment Professionals: 14
Established: 1996
Minimum Investment -
Pooled: $2M
Separate: $20M
Manager Style -
Size Bias: Large Cap
Style Bias: Growth
Management Style: Active
Fixed Income Management Style: Active
Bond Management Style: Duration, Credit, Yield Curve

AVIVA INVESTORS CANADA
JF Milette, Managing Director, Canada; 121 King St. W., Ste. 1400, Toronto, ON M5H 3T9
PH: 416-360-2769
eMail: jf.milette@avivainvestors.com
Web: www.avivainvestors.com
Ownership: AIC is a wholly owned investment advisor subsidiary of Aviva plc. Aviva plc (listed on the London Stock Exchange (AV.) and a constituent of the FTSE 100 and NYSE), the UK’s general largest insurer and one of Europe’s leading providers of life and pension products. Aviva Investors refers to a group of affiliated investment advisors wholly owned by Aviva plc and are one of the three core businesses of Aviva plc.
Investment Professionals: 5
Established: July 1998
Minimum Investment -
Separate: $25M
Manager Style -
Management Style: Active
Fixed Income Management Style: Active

AXIOM INTERNATIONAL INVESTORS, LLC
Shane McMahon, Vice-president - Marketing; 33 Benedict Pl., Greenwich, CT 06830
PH: 203-422-8036
Fax: 203-422-8090
eMail: smcmahon@axinvest.com
Web: www.axintl.com
Ownership: Principals
Investment Professionals: 21
Established: 1998
Minimum Investment -
Pooled: $5M
Separate: $75M
Manager Style -
Size Bias: All Cap
Style Bias: Growth
Management Style: Active
Other: Manages International (Non-U.S.), Global, Emerging Markets All Cap; U.S. Small Cap - all strategies are available in separately managed accounts or pooled funds for Canadian investors

BAILLIE GIFFORD OVERSEAS LIMITED
William Pacula, Marketing Director; 780 Third Ave., 47th Floor, New York, NY 10017
PH: 212-319-4637
eMail: william.pacula@bailliegifford.com
Web: www.bailliegifford.com
Ownership: Principals
Investment Professionals: 198
Established: 1908
Minimum Investment -
Pooled: Varied, minimum fee depending on strategy.
Separate: Varied, minimum fee depending on strategy.
Manager Style -
Size Bias: Small, Mid, Large, All Cap
Style Bias: Growth
Management Style: Active
Fixed Income Management Style: Active
Other: Active.
CAP Services: Our sole business is managing portfolios on behalf of our mainly institutional clients. This includes Defined Contribution and Defined Benefit Pension Plans. We are active managers and we are passionate that active management adds value for our clients over the long-term. We believe that this is proven by our longer-term track record in equities and multi-asset portfolios. We place particular emphasis on developing long-term relationships with our clients via our client service teams, based on trust, long-term investment performance and strong client service. The primary way in which the members of our Clients Department communicate with our clients is through meetings and written reports. We ordinarily recommend meeting with clients twice a year. We assign experienced investment professionals to each client, dedicated to ensuring the highest possible levels of service. The roles of investment management and client service are separated as we believe that these are highly specialized roles, each requiring specialist focus. This allows both parties to practice what they do best, resulting in Investment Managers focusing on research and client service directors delivering excellent service to our clients.

BARING ASSET MANAGEMENT4
Michael Annis, Head of Business Development, Canada; Brookfield Place, 161 Bay St., 27th Floor, Toronto, ON M5J 2S1
PH: 416-572-2737
eMail: michael.annis@barings.com
Web: www.barings.com
Ownership: The Barings Group is a wholly owned subsidiary of Massachusetts Mutual Life Insurance Company (“MassMutual”). Barings is an autonomous asset management firm within the MassMutual family of asset management companies.
Investment Professionals: 123
Established: 1762
Minimum Investment -
Pooled: Generally $1-5M. Varies by mandate, negotiable
Separate: Generally $10-20M. Varies by mandate, negotiable
Manager Style -
Size Bias: Small, Mid, Large, All Cap
Style Bias: Growth, GARP, Core
Management Style: Active
Fixed Income Management Style: Active
Bond Management Style: Duration, Credit, Yield Curve
Other: Multi-Asset and Dynamic Asset Allocation strategies
CAP Services: Barings is a global investment management firm with offices, clients and business lines spanning the world's major markets. We provide asset management services in multi-asset, developed and emerging equity and bond markets on behalf of institutional and retail clients worldwide.
4 - The Barings Group consists of Baring Asset Management Limited and its subsidiaries as well as Baring North America LLC.

BARRANTAGH INVESTMENT MANAGEMENT INC.
Robert Cruickshank, Vice-president, Marketing & Client Service; 100 Yonge St., Ste. 1700, Toronto, ON M5C 2W1
PH: 416-864-7958
Fax: 416-868-6593
eMail: cruickshank@barrantagh.com
Web: www.barrantagh.com
Ownership: Principals
Investment Professionals: 6
Established: 1995
Minimum Investment -
Separate: $1M
Manager Style -
Size Bias: All Cap
Style Bias: Value
Management Style: Active
Fixed Income Management Style: Active
Bond Management Style: Credit

BENTALL KENNEDY (CANADA) LP
Malcolm Leitch, Chief Operating Officer; #1800 - 1055 Dunsmuir St., Vancouver, BC V7X 1C4
PH: 604-646-2812
Fax: 604-646-2805
eMail: mleitch@bentallkennedy.com
Web: www.bentallkennedy.com
Ownership: Principals - 33%, Third-party - 67% (One-third owned by British Columbia Investment Management Corporation (bcIMC), one-third owned by California Public Employees' Retirement System (CalPERS), one-third owned by 60 Bentall Kennedy senior management partners)
Investment Professionals: 49
Established: 1911
Minimum Investment -
Pooled: $1M
Separate: $150M
Manager Style -
Management Style: Active
CAP Services: Bentall Kennedy Canadian Real Estate Plus Fund

BEUTEL, GOODMAN & COMPANY LTD.
Peter Clarke, Managing Director, Client Service & Marketing; 20 Eglinton Ave. W., Ste. 2000, Toronto, ON M4R 1K8
PH: 416-485-1010
Fax: 416-485-1799
eMail: asokolova@beutelgoodman.com
Web: www.beutelgoodman.com
Ownership: Principals - 51%, Third-party - 49% (Affiliated Managers Group, Inc. (AMG))
Investment Professionals: 30
Established: 1967
Minimum Investment -
Pooled: $5M
Separate: $25M
Manager Style -
Size Bias: Large Cap
Style Bias: Value
Management Style: Active
Fixed Income Management Style: Active
Bond Management Style: Duration, Credit, Yield Curve
CAP Services: Investment Management

BLACKHEATH FUND MANAGEMENT INC.
Jeffrey Kowal, Managing Director; 201 - 103 Richmond St. E., Toronto, ON M5C 1N9
PH: 416-363-2962
Fax: 416-900-1056
eMail: jkowal@blackheath.ca
Web: blackheath.ca
Ownership: Principals
Investment Professionals: 6
Established: 2008
Minimum Investment -
Pooled: $100,000
Separate: $500,000
Manager Style -
Size Bias: All Cap
Style Bias: Growth
Management Style: Active, Passive
Other: Futures and Futures Options

BLACKROCK
Eric Leveille, Managing Director; 161 Bay St., Ste. 2500, Toronto, ON M5J 2S1
PH: 416-643-4000
Fax: 416-643-4049
eMail: eric.leveille@blackrock.com
Web: www.blackrock.com
Ownership: Public - 78.1%, Third-party - 21.9% (BlackRock is independent in ownership and governance, with no single majority stockholder and a majority of independent directors. As of 30 June 2014, The PNC Financial Services Group, Inc. (“PNC”) owned 21.9% of BlackRock and institutional investors, employees and the public held economic interest of 78.1%. With regard to voting stock, PNC owned 20.9% and institutional investors, employees and the public owned 79.1% of voting shares.)
Investment Professionals: 1940
Established: 1988
Minimum Investment -
Pooled: Varies by Mandate; for commingled vehicle, there is generally no minimum account size
Separate: Varies by Mandate; for commingled vehicle, there is generally no minimum account size
Manager Style -
Management Style: Active, Passive
Fixed Income Management Style: Active, Passive
Other: Active Fundamental, Active Model-based, Index Fixed Income Strategies, Index Equity, Multi-Asset, Alternative Investments
CAP Services: Passively-managed Target Dates Funds, Stand-alone Active Canadian Equity, Stand-alone Index Equity, Fixed Income Strategies, Balanced Index Funds, Target Risk Strategies

BMO GLOBAL ASSET MANAGEMENT
Marija Finney, Senior Vice-president, Head of Institutional Sales & Service; 100 King St. W., Ste. 4300, Toronto, ON M5X 1A1
PH: 416-359-5003
Fax: 416-359-5950
eMail: marija.finney@bmo.com
Web: www.bmoglobalassetmanagement.com
Ownership: BMO Financial Group
Investment Professionals: 263
Established: 1982
Minimum Investment -
Pooled: No account size minimum; minimum annual fee of $25,000
Separate: $100M
Manager Style -
Size Bias: Small, Mid, Large Cap
Style Bias: Value, Growth, GARP, Core
Management Style: Active, Passive
Fixed Income Management Style: Active, Passive
Bond Management Style: Duration, Credit, Yield Curve
CAP Services: Investment Management including customized solutions, Recordkeeping and Administration, Member Education, Decision Support

BNP PARIBAS INVESTMENT PARTNERS CANADA, LTD.
James Johnston, Head of North American Sales; 155 Wellington St. W., Ste. 3110, Toronto, ON M5V 3H1
PH: 212-681-3039
Fax: 416-365-3987
eMail: james.johnston@bnpparibas.com
Web: www.institutional.bnpparibas-ip.com
Ownership: Public, The firm is ultimately owned by BNP Paribas SA.
Investment Professionals: 7005
Established: 1998 in Canada
Minimum Investment -
Pooled: $10M
Separate: $50M
Manager Style -
Size Bias: Small, Mid, Large Cap
Style Bias: Growth
Management Style: Active
Fixed Income Management Style: Active
Bond Management Style: Duration, Credit, Yield Curve
CAP Services: We offer a wide range of capabilities.
5 - BNP Paribas Investment Partners has some 3,200 staff in 37 countries and employs some 700 investment professionals worldwide.

BNY MELLON ASSET MANAGEMENT CANADA LTD.
Michael Parsons, Vice-president, Sales & Marketing; 320 Bay St., Toronto, ON M5H 4A6
PH: 416-775-5876
Fax: 416-775-5880
eMail: michael.parsons@bnymellon.com
Web: www.bnymellon.com
Ownership: Public
Manager Style -
Size Bias: Small, Mid, Large, All Cap
Style Bias: Value, Growth, GARP, Core
Management Style: Active, Passive
Fixed Income Management Style: Active, Passive
Bond Management Style: Duration, Credit, Yield Curve

BRANDES INVESTMENT PARTNERS
Tim Newburn, Director, Institutional Group; 20 Bay St., Ste. 400, Toronto, ON M5J 2N8
PH: 403-217-1331
Fax: 416-306-5750
eMail: tim.newburn@brandes.com
Web: www.brandes.com
Ownership: Principals
Investment Professionals: 53
Established: 1974
Minimum Investment -
Pooled: $1M
Separate: $10M
Manager Style -
Size Bias: Small, Mid, Large, All Cap
Style Bias: Value
Management Style: Active
Fixed Income Management Style: Active
Bond Management Style: Credit

BRANDYWINE GLOBAL INVESTMENT MANAGEMENT
Andrew Forsyth, Managing Director; 1002 Sherbrooke St. W., Montreal, QC H3A 3L6
PH: 514-789-4489
Fax: 514-789-4490
Web: www.brandywineglobal.com
Ownership: Principals - Legg Mason, Inc.
Investment Professionals: 45
Established: 1986
Minimum Investment -
Pooled: $10M
Separate: $50M
Manager Style -
Size Bias: Small, Mid, Large Cap
Style Bias: Value
Management Style: Active
Fixed Income Management Style: Active
Bond Management Style: Duration
CAP Services: Asset management

BROOKFIELD ASSET MANAGEMENT
Keith Smith, Senior Vice-president; 181 Bay St., Toronto, ON M5J 2T3
PH: 416-369-8262
Fax: 416-365-9642
eMail: keith.smith@brookfield.com
Web: www.brookfield.com
Investment Professionals: 700
Established: 1899

BROOKFIELD INVESTMENT MANAGEMENT
Angela Vidakovich, Director; 181 Bay St., Toronto, ON M5J 2T3
PH: 416-956-5229
Fax: 416-365-9542
eMail: angela.vidakovich@brookfield.com
Web: www.brookfieldim.com
Investment Professionals: 124
Established: 1989

BURGUNDY ASSET MANAGEMENT LTD.
Shihab Zubair, Vice-president; Bay Wellington Tower, Brookfield Place, 181 Bay St., Ste. 4510, Toronto, ON M5J 2T3
PH: 416-640-2680
Fax: 416-869-9036
eMail: szubair@burgundyasset.com
Web: www.burgundyasset.com
Ownership: Principals
Investment Professionals: 25
Established: 1991
Minimum Investment -
Pooled: $5M
Separate: $10M
Manager Style -
Size Bias: Small, Mid, Large, All Cap
Style Bias: Value
Management Style: Active
Fixed Income Management Style: Active
Bond Management Style: Duration, Credit, Yield Curve
CAP Services: Investment Management only

CALEDON CAPITAL MANAGEMENT
David Rogers, Partner; 141 Adelaide St. W., Toronto, ON M5H 3L5
PH: 416-861-0700
Fax: 416-861-0770
eMail: info@caledoncapital.com
Web: www.caledoncapital.com
Ownership: Principals
Investment Professionals: 13
Established: 2006
Manager Style -
Other: Private Investments Manager
CAP Services: investment Advisory, Portfolio Management, Monitoring

CANADIAN URBAN LIMITED
Onita Blankenfeldt, Executive Vice-president; 10572 105th St., Edmonton, AB T5H 2W7
PH: 780-424-7722
Fax: 780-424-7799
eMail: oblankenfeldt@canadianurban.com
Web: www.canadianurban.com
Ownership: Principals
Investment Professionals: 9
Established: 1971
Manager Style -
Style Bias: Core
Management Style: Active

CANSO INVESTMENT COUNSEL LTD.
Heather Mason-Wood, Vice-president; 100 York Blvd., Ste. 550, Richmond Hill, ON L4B 1J8
PH: 905-881-8853
Fax: 905-881-1466
eMail: clientservice@cansofunds.com
Web: www.cansofunds.com
Ownership: Principals
Investment Professionals: 26
Established: 1997
Minimum Investment -
Pooled: $10M
Separate: $10M
Manager Style -
Management Style: Active
Fixed Income Management Style: Active
Bond Management Style: Credit

CAPITAL GROUP CANADA
Shaun Tucker, Senior Vice-president, Relationship Manager; Brookfield Place, 181 Bay St. Ste. 3730, Toronto, ON M5J 2T3
PH: 213-486-9529
Fax: 213-486-9625
eMail: SCT@capgroup.com
Web: www.thecapitalgroup.com
Ownership: Principals
Investment Professionals: 373
Established: 1931
Minimum Investment -
Pooled: $15M
Separate: $60M
Manager Style -
Size Bias: Large Cap
Style Bias: Core
Management Style: Active
Fixed Income Management Style: Active
Bond Management Style: Credit
CAP Services: Provide recordkeeper daily pricing feed; provide recordkeeper/DC plan sponsor fund data and commentary for fund data pages (which are produced by the recordkeeper).

CENTURION ASSET MANAGEMENT INC
Stephanie Kremer, Vice-president Business Development & Institutional Sales; 25 Sheppard Ave. W., Ste. 710, Toronto, ON M2N 6S6
PH: 416-733-5622
Fax: 416-733-5621
eMail: skremer@centurionreit.com
Web: www.centurionreit.com
Ownership: Principals
Investment Professionals: 5
Established: 2003
Minimum Investment -
Pooled: $5,000
Separate: $5M
Manager Style -
Other: Real Estate Investment Manager of multi-family apartments, student housing, mezzanine mortgages
CAP Services: Asset Management of apartment, student housing, mezzanine mortgage loan investments

CI INSTITUTIONAL ASSET MANAGEMENT
Dustin Hunt, Head of Institutional; 2 Queen St. E., 19th Floor, Toronto, ON M5C 3G7
PH: 416-681-6679
Fax: 416-681-8849
eMail: dhunt@ci.com
Web: www.ciinstitutional.com
Ownership: Principals - <10%, Public - 90%
Investment Professionals: 476
Established: 19997
Minimum Investment -
Pooled: $1M
Separate: $50M
Manager Style -
Size Bias: Small, Mid, Large, All Cap
Style Bias: Value, Growth, GARP, Core
Management Style: Active
Fixed Income Management Style: Active
Bond Management Style: Duration, Credit, Yield Curve
CAP Services: Investment Management
6 - Includes investment professionals in wholly-owned sub-advisors: Signature Global Asset Management, Cambridge Global Asset Management, Harbour Advisors
7 - CI Institutional Asset Management was established in 1999, however CI Investments was established in 1965

CIBC ASSET MANAGEMENT INC.
Doug MacDonald, CFA, Managing Director & Head, Institutional Asset Management; 161 Bay St., Ste. 2320, Toronto, ON M5J 2S8
PH: 416-585-1429
Fax: 416-364-4472
eMail: Doug.MacDonald@cibc.com
Web: www.cibcam.com
Ownership: CIBC Asset Management Inc. is a member of the CIBC Group of companies and is wholly owned (100%) by CIBC.
Investment Professionals: 64
Established: 1972
Minimum Investment -
Pooled: $30M
Separate: $30M
Manager Style -
Size Bias: Small, Mid, Large, All Cap
Style Bias: Value, Growth, GARP, Core
Management Style: Active, Passive
Fixed Income Management Style: Active, Passive
Bond Management Style: Duration, Credit, Yield Curve
Other: Sector Allocation
CAP Services: Investment management

CONNOR, CLARK & LUNN FINANCIAL GROUP
Brent Wilkins, Head of Institutional Sales (Canada); 181 University Ave., Ste. 300, Toronto, ON M5H 3M7
PH: 416-862-2020
Fax: 416-363-2089
eMail: bwilkins@cclgroup.com
Web: www.cclgroup.com
Investment Professionals: 88
Established: 1982
Minimum Investment -
Pooled: $5M
Separate: $10M
Manager Style -
Size Bias: Small, Mid, Large, All Cap
Style Bias: Value, Growth, GARP, Core
Management Style: Active
Fixed Income Management Style: Active
Bond Management Style: Duration, Credit, Yield Curve
Other: Bond Management Style includes both Quantitative and Fundamental Equity Products
CAP Services: Investment Management

CORNERSTONE CAPITAL MANAGEMENT
Steve Sexeny, Head of Business Development & Client Relations; 1180 Ave. of the Americas, 22nd Floor, New York, NY 10036
PH: 212-938-6500
Fax: 212-938-8182
eMail: inquiries@cornerstonecapital.com
Web: www.cornerstonecapital.com
Ownership: Third-party - New York Life Investment Management Holdings LLC (Cornerstone Capital Management is the marketing name for the asset management activities of Cornerstone Capital Management LLC and Cornerstone Capital Management Holdings LLC (CCMH). CCMH is a wholly-owned subsidiary of New York Life Investment Management Holdings LLC, which is 100% owned by New York Life Insurance Company. In January 2013, NYL acquired an ownership stake in Minnesota-based Cornerstone Capital Management LLC. The two entities are each federally registered as investment advisers but are run as one firm.)
Investment Professionals: 27
Established: 1993
Minimum Investment -
Pooled: $1M
Separate: $10M
Manager Style -
Size Bias: Small, Mid, Large, All Cap
Style Bias: Growth, GARP, Core
Management Style: Active, Passive
CAP Services: Cornerstone Capital Management manages fundamental and systematic long-only and liquid alternative equity strategies across multiple market capitalizations and styles including US, international, emerging, and global markets.

DIMENSIONAL FUND ADVISORS
Kevin Martino, Vice-president, Canadian Institutional Services; 221 Woolwich St., Guelph, ON N1H 3V4
PH: 519-265-9015
Fax: 519-265-8210
eMail: kevin.martino@dimensional.com
Web: www.dfaca.com
Ownership: The Company’s co-founders, board members, current and former employees and their respective families currently directly or indirectly hold a majority of Dimensional Fund Advisor LP’s beneficial interests. Other outside individual investors who are not engaged in Dimensional Fund Advisor LP’s activities hold the remaining interests. Aided in part by a long-term incentive plan, current officers and employees represent a growing percentage of the equity interest in the firm.
Investment Professionals: 156
Established: 1981
Minimum Investment -
Pooled: $10,000
Separate: $100M
Manager Style -
Size Bias: Small, Mid, Large, All Cap
Style Bias: Value, Growth, Core
Management Style: Active
Fixed Income Management Style: Active
Bond Management Style: Duration, Credit, Yield Curve

EAGLE ASSET MANAGEMENT INC.
Donald Pepin, Senior Vice-president, Director of Institutional Sales; 880 Carillon Pkwy., St. Petersburg, FL 33716
PH: 800-235-3903
Fax: 727-567-8020
eMail: donald.pepin@eagleasset.com
Web: www.eagleasset.com
Ownership: Public
Investment Professionals: 66
Established: 1984
Minimum Investment -
Separate: $2M
Manager Style -
Size Bias: Small, Mid, Large, All Cap
Style Bias: Value, Growth, GARP, Core
Management Style: Active
Fixed Income Management Style: Active
Bond Management Style: Duration, Credit
CAP Services: Investment Management (mutual funds and separate accounts)

FEDERAL WAY ASSET MANAGEMENT
Jeffrey Klein, Deputy CIO; 530-925 W. Georgia St., Vancouver, BC V6C 3L2
PH: 604-229-2760
Fax: 253-236-3534
eMail: jklein@fwamlp.com
Web: www.fwamlp.com
Investment Professionals: 98
Established: 2012
Minimum Investment -
Pooled: $10M
Separate: $100M
Manager Style -
Other: Federal Way provides a totally integrated solution to asset management including Outsourced CIO and alternatives management services.
8 - Certain employees of Federal Way provide dedicated support in more than one functional area (e.g. Investments and Operations). We have aggregated the time spent by all such team members to arrive at the number of full-time equivalents for Investments.

FEDERATED INVESTORS, INC.
David Gregoire, CFA, CFP, Vice-president; 1001 Liberty Ave., Pittsburgh, PA 15222
PH: 416-527-1150
Fax: 412-288-1093
eMail: DGregoire@federatedinv.com
Web: www.federatedinvestors.com
Ownership: Principals - 10.70%, Public - 80%, Third-party - 9.30% (Federated is a publicly traded company. Federated has shares of both Class A Common Stock, no par value per share (the “Class A Common Stock”), and Class B Common Stock, no par value per share (the “Class B Common Stock”), issued and outstanding. The Class B Common Stock is listed on the New York Stock Exchange (“NYSE”) under the symbol “FII”. Except under certain limited circumstances, the entire voting power of Federated is vested in the holder of the outstanding shares of the Class A Common Stock. All of the outstanding shares of Class A Common Stock are held by a Voting Shares Irrevocable Trust, dated May 31, 1989 (the “Voting Trust”), the trustees of which are John F. Donahue, his wife, and his son, J. Christopher Donahue. All executive officers and current directors as a group (13 persons), as of March 1, 2014, represent 10.7% ownership. The remaining 9.3% are shares issued to employees. Combined, employees share approximately 20% of the firms ownership.)
Investment Professionals: 227
Established: 1955
Minimum Investment -
Separate: $26.69M
Manager Style -
Size Bias: Small, Mid, Large, All Cap
Style Bias: Value, Growth, Core
Management Style: Active
Fixed Income Management Style: Active
Bond Management Style: Duration, Credit, Yield Curve
Other: Federated has approximately 49 asset classes as of 6/30/2014.
CAP Services: Federated manages investment management portfolios for Defined Contribution Pension Plan clients.

FENGATE CAPITAL MANAGEMENT
Lou Serafini Jr., President & CEO; 5000 Yonge St., Ste. 1805, Toronto, ON M2N 7E9
PH: 416-488-4184
Fax: 416-488-3359
eMail: info@fengatecapital.com
Web: www.fengatecapital.com
Ownership: Principals
Investment Professionals: 70
Established: 2000
Minimum Investment -
Pooled: $1M
Separate: $50M
Manager Style -
Size Bias: All Cap
Style Bias: Value, Growth
Management Style: Active

FIERA CAPITAL CORPORATION
David Pennycook, Vice-chairman & Executive Vice-president, Institutional Markets; 1501 McGill College Ave., Montreal, QC H3A 3M8
PH: 514-954-3300
Fax: 514-954-3325
eMail: dpennycook@fieracapital.com
Web: www.fieracapital.com
Ownership: Principals - 19%, Public - 35%, Third-party - 46% (35% is held by the National Bank of Canada and 11% by the Desjardins Group)
Investment Professionals: 150
Established: 2003
Minimum Investment -
Pooled: $5M
Separate: $20M
Manager Style -
Size Bias: Small, Large, All Cap
Style Bias: Value, Growth, GARP, Core
Management Style: Active, Passive
Fixed Income Management Style: Active, Passive
Bond Management Style: Duration, Credit, Yield Curve
CAP Services: Fiera Capital offers a wide range of investment management solutions adapted to the specific needs of defined contribution pension plans. In addition to our diverse fixed income and equity strategies, we offer alternative investment products such as Infrastructure, Real Estate and custom built Liability-Driven Investment strategies.

FOYSTON, GORDON & PAYNE INC.
David Adkins, Senior Vice-president & Portfolio Manager - Institutional Client Services; 1 Adelaide St. E., Ste. 2600, Toronto, ON M5C 2V9
PH: 416-362-4725
Fax: 416-367-1183
eMail: dadkins@foyston.com
Web: www.foyston.com
Ownership: Principals - 37.7%, Third-party - 62.3% (Affiliated Managers Group [AMG])
Investment Professionals: 26
Established: 1980
Minimum Investment -
Pooled: $2M
Separate: $5M
Manager Style -
Size Bias: Small, Mid, Large, All Cap
Style Bias: Value
Management Style: Active
Fixed Income Management Style: Active
Bond Management Style: Duration, Credit, Yield Curve
CAP Services: Investment Management, Employee Education Presentations

FRANKLIN TEMPLETON INSTITUTIONAL
Duane Green, Head of Institutional - Canada; 200 King St. W., Toronto, ON M5H 3T4
PH: 416-957-6000
Fax: 416-364-6643
eMail: duane.green@franklintempleton.ca
Web: www.franklintempletoninstitutional.ca
Ownership: Principals - 35%, Public - 65%, Franklin Templeton Institutional is an operating division of Franklin Templeton Investments Corp. Franklin Templeton Investments Corp. is a wholly owned subsidiary of Franklin Resources, Inc. Employees own approximately 36% of Franklin Resources, Inc., Franklin Templeton's parent company. Franklin Resources, Inc. (FRI), is the holding company for various subsidiaries that, together, are referred to as Franklin Templeton Investments, a global investment management organization. FRI, operating worldwide as Franklin Templeton Investments, is an independent global investment management company comprising seven main distinct investment management houses: Templeton, Franklin Bissett, Franklin Global Equity, Franklin Templeton Real Estate Advisors, Franklin Templeton Fixed Income, Mutual Series, K2 Advisors and Darby.
Investment Professionals: 575
Established: 1940
Minimum Investment -
Pooled: $1M
Separate: $20M
Manager Style -
Size Bias: Small, Mid, Large, All Cap
Style Bias: Value, Growth, GARP, Core
Management Style: Active
Fixed Income Management Style: Active
Bond Management Style: Duration, Credit
CAP Services: Investment Management

GE ASSET MANAGEMENT CANADA
Jason Szczepkowski, Senior Relationship Manager; 1250 Rene Levesque Blvd. W., 11th Floor, Montreal, QC H3B 4W8
PH: 514-394-3215
Fax: 877-874-3847
eMail: jason.szczepkowski@ge.com
Web: www.geam.com/can/index.html
Ownership: GE Asset Management Canada Company (GEAMC) is a subsidiary of GE Asset Management Incorporated (GEAMI) which is a wholly owned subsidiary of General Electric Company (GE)
Investment Professionals: 137
Established: 1988
Minimum Investment -
Pooled: $10M
Separate: $25M
Manager Style -
Size Bias: Large Cap
Style Bias: Value, Growth, GARP, Core
Management Style: Active
Fixed Income Management Style: Active
Bond Management Style: Duration, Credit, Yield Curve
CAP Services: Investment Management

GENUS CAPITAL MANAGEMENT
J.P. Harrison, President; 6th Floor - 900 W. Hastings St., Vancouver, BC V6C 1E5
PH: 604-683-4554
Fax: 604-683-7294
eMail: jharrison@genuscap.com
Web: www.genuscap.com
Ownership: Principals
Investment Professionals: 13
Established: 1989
Minimum Investment -
Pooled: $1M
Separate: $10M
Manager Style -
Size Bias: Mid, Large Cap
Style Bias: Core
Management Style: Active
Fixed Income Management Style: Active
Other: Open Architecture, Portfolio Strategy, Asset Mix Research, Domestic and Global Equity Management

GLC ASSET MANAGEMENT GROUP LTD.
Craig Christie, Vice-president, Institutional Investment Counselling; 100 Osborne St. N., Winnipeg, MB R3C 3A5
PH: 204-946-4083
Fax: 204-946-8818
eMail: craig.christie@glc-amgroup.com
Web: www.glc-amgroup.com
Ownership: Public
Investment Professionals: 29
Established: 2011
Minimum Investment -
Pooled: $5M
Separate: $25M
Manager Style -
Size Bias: Mid, Large, All Cap
Style Bias: Growth, GARP
Management Style: Active, Passive
Fixed Income Management Style: Active, Passive
Bond Management Style: Duration, Credit, Yield Curve
Other: Offers a range of investment mandates in traditional and specialty asset classes and applies distinct investment styles through its investment management divisions: GWL Investment Management (Top-down, Growth Oriented, All Cap Manager), London Capital Management (Bottom-up, Growth-at-a-reasonable-price, Large Cap Manager), Laketon Investment Management (Bottom-up, Large Cap, Growth Manager), Portico Investment Management (Fixed Income)

GOLDMAN SACHS ASSET MANAGEMENT, LP
Andrea Raphael, Managing Director; 200 West St., New York, NY 10282
PH: 212-357-0025
eMail: andrea.raphael@gs.com
Web: www.gs.com
Ownership: Principals - 10.18%, Public - 89.82% (State Street Global Advisors, The Vanguard Group, Inc., BlackRock Institutional Trust Company, N.A., Citi Investment Research (US), Capital World Investors, MFS Investment Management, Berkshire Hathaway Inc., Dodge & Cox, Capital Research Global Investors, Jennison Associates LLC)
Investment Professionals: 704
Established: 1988
Minimum Investment -
Pooled: Varies by product
Separate: Varies by product
Manager Style -
Other: Varies by product

GREYSTONE MANAGED INVESTMENTS INC.
Michael Gillis, Senior Vice-president, Business Development; Ste. 4510, 77 King St. W., TD North Tower, Toronto, ON M5K 1J3
PH: 416-309-2182
Fax: 416-309-2189
eMail: michael.gillis@greystone.ca
Web: www.greystone.ca
Ownership: Principals - 67%, Third-party - 33% (Three founding clients)
Investment Professionals: 48
Established: 1988
Minimum Investment -
Pooled: $5M
Separate: $50M
Manager Style -
Size Bias: Large Cap
Style Bias: Growth
Management Style: Active
Fixed Income Management Style: Active
Bond Management Style: Yield Curve
CAP Services: Investment Management - Including Canadian Equity, U.S. Equity, International Equity, Chinese Equity, Fixed Income, Real Estate, and Mortgage products

GUARDIAN CAPITAL LP
Robert Broley, Senior Vice-president; 199 Bay St., Commerce Court W., Ste. 3100, Toronto, ON M5L 1E8
PH: 416-947-4086
Fax: 416-364-9634
eMail: rbroley@guardiancapital.com
Web: www.guardiancapital.com
Ownership: Wholly-owned by Guardian Capital Group Limited
Investment Professionals: 42
Established: 1962
Minimum Investment -
Pooled: $1M
Separate: Varies by mandate
Manager Style -
Size Bias: All Cap
Style Bias: Growth, GARP, Core
Management Style: Active
Fixed Income Management Style: Active
Bond Management Style: Credit, Yield Curve
CAP Services: Quarterly Client Reports, Monthly Updates and Flash Reports, Client Meetings, Client Servicing Executive to provide service to clients with educational requirements

HAHN INVESTMENT STEWARDS
Robyn Graham, Vice-president, Institutional Services; 26 Wellington St. E., Ste. 920, Toronto, ON M5E 1S2
PH: 416-642-5506
Fax: 877-342-4246
eMail: rgraham@hahninvest.com
Web: hahninvest.com
Ownership: Principals - 28%, Third-party - 72% (Industrial Alliance Insurance and Financial Services Inc.)
Investment Professionals: 5
Established: 2001
Minimum Investment -
Separate: $100,000
Manager Style -
Size Bias: All Cap
Management Style: Active
Other: Global Macro ETF Strategist
CAP Services: Investment Management

HAMILTON LANE ADVISORS, L.L.C.
John Brecker, Vice-president; One Presidential Blvd., 4th Floor, Bala Cynwyd, PA 19004
PH: 610-617-5835
eMail: jbrecker@hamiltonlane.com
Web: www.hamiltonlane.com
Ownership: Principals - 67%, Third-party - 33% (Due to confidentiality reasons, we cannot disclose individual owners.)
Investment Professionals: 729
Established: 1991
Minimum Investment -
Pooled: Varies by product
Separate: $75M
9 - As of June 30, 3014

HEXAVEST INC.
Robert Brunelle, Senior Vice-president; 1250 Rene-Levesque Blvd. W., Ste. 4200, Montreal, QC H3B 4W8
PH: 514-390-1225
Fax: 514-390-1184
eMail: rbrunelle@hexavest.com
Web: www.hexavest.com/en
Ownership: Principals - 51%, Third-party - 49% (Eaton Vance Corp.)
Investment Professionals: 12
Established: 2004
Minimum Investment -
Pooled: $5M
Separate: $50M
Manager Style -
Size Bias: Large Cap
Style Bias: Core
Management Style: Active
Other: Core style with a value tilt
CAP Services: Asset management

HIGHSTREET ASSET MANAGEMENT INC.
Robin Stanton, Vice-president; 244 Pall Mall St., Ste. 350, London, ON N6A 5P6
PH: 519-963-8230
Fax: 519-850-1214
eMail: stantonr@highstreet.ca
Web: www.highstreet.ca
Ownership: AGF Investments Inc.
Investment Professionals: 15
Established: 1998
Minimum Investment -
Pooled: $10M
Separate: $25M
Manager Style -
Size Bias: All Cap
Style Bias: Core
Management Style: Active
Fixed Income Management Style: Active, Passive
Bond Management Style: Duration, Credit, Yield Curve

HILLSDALE INVESTMENT MANAGEMENT INC.
Harry Marmer, CFA, MBA, Partner; 100 Wellington St. W., Toronto, ON M5K 1J3
PH: 416-913-3907
Fax: 416-913-3901
eMail: hmarmer@hillsdaleinv.com
Web: www.hillsdaleinv.com
Ownership: Principals - 80%, Third-party - 20% (Private Investor)
Investment Professionals: 14
Established: 1996
Minimum Investment -
Pooled: $2M
Separate: $25M
Manager Style -
Size Bias: Small, Mid, Large, All Cap
Style Bias: Value, Core
Management Style: Active
Other: Hedge Absolute Return, Equity Minimum Risk, Custom Designed

INDUSTRIAL ALLIANCE INSURANCE AND FINANCIAL SERVICES INC.
Renee Laflamme, Vice-president, Group Savings & Retirement; 1080 Grande Allee W., Quebec City, QC G1K 7M3
PH: 418-684-5252
Fax: 418-684-5187
eMail: renee.laflamme@inalco.com
Web: www.inalco.com
Ownership: Public
Investment Professionals: 12
Established: 1892
Minimum Investment -
Separate: $25M (in certain circumstances, this minimum could be reviewed)
Manager Style -
Size Bias: Mid, Large Cap
Style Bias: Value, Core
Management Style: Active
Fixed Income Management Style: Active
Bond Management Style: Duration, Credit, Yield Curve
CAP Services: Recordkeeping and investment management, enrolment and education sessions, secured member and plan sponsor website, call centre, vast array of investment options including target date funds and asset allocation funds

INTACT INVESTMENT MANAGEMENT INC.
Marc Provost, Senior Vice-president, Managing Director & Chief Investment Officer; 2020 University St., 14th Floor, Montreal, QC H3A 2A5
PH: 514-350-4900
Fax: 514-350-8550
eMail: manon.guindon@intact.net
Web: www.intactfc.com
Ownership: Public
Investment Professionals: 20
Established: 1978
Minimum Investment -
Pooled: No new clients accepted for the moment
Manager Style -
Size Bias: All Cap
Style Bias: GARP
Management Style: Active
Fixed Income Management Style: Active, Passive
Bond Management Style: Duration, Credit, Yield Curve

INTECH INVESTMENT MANAGEMENT LLC
Christopher Carroll, Vice-president, Product Management; CityPlace Tower, 525 Okeechobee Blvd., Ste. 1800, West Palm Beach, FL 33401
PH: 561-775-1130
Fax: 561-775-1152
eMail: productmanagement@intechjanus.com
Web: www.intechjanus.com
Ownership: Majority-owned by Janus Capital Group Inc. through its subsidiary Janus Capital Management LLC which owns approximately 97%; INTECH's employees and former employees own the remainder
Investment Professionals: 22
Established: 1987
Minimum Investment -
Pooled: $5M
Separate: $56M
Manager Style -
Size Bias: Large Cap
Style Bias: Value, Growth, Core
Management Style: Active
Other: Mathematical - all stock selection decisions are a result of a mathematical algorithm
CAP Services: Institutional Investment Management

INTEGRA CAPITAL LIMITED
Charles Swanepoel, Co-chief Investment Officer & Portfolio Manager; 200-2020 Winston Park Dr., Oakville, ON L6H 6X7
PH: 905-829-1131
Fax: 905-829-2726
eMail: contactus@integra.com
Web: www.integra.com
Ownership: Gryphon Investment Counsel
Investment Professionals: 8
Established: 2002 - Parent company is Integra Capital
Minimum Investment -
Pooled: $1M
Separate: $100M
Manager Style -
Size Bias: Small, Mid, Large, All Cap
Style Bias: Value, Growth, GARP, Core
Management Style: Active
Fixed Income Management Style: Active
Bond Management Style: Duration, Credit, Yield Curve
CAP Services: Investment Management

INTEGRATED ASSET MANAGEMENT CORP.
David Mather, Executive Vice-president; 70 University Ave., Ste. 1200, Toronto, ON M5J 2M4
PH: 416-933-8274
Fax: 416-760-7446
eMail: dmather@iamgroup.ca
Web: www.iamgroup.ca
Ownership: Principals - 65%, Public - 35%
Investment Professionals: 26
Established: 1998
Minimum Investment -
Pooled: $5M
Separate: $50M
Manager Style -
Management Style: Active
Fixed Income Management Style: Active
Bond Management Style: Credit

INVESCO
Michael Peck CFA, MBA, Senior Vice President, Head of Canadian Institutional; 120 Bloor St. E., Ste. 700, Toronto, ON M4W 1B7
PH: 416-324-7679
eMail: michael.peck@invesco.com
Web: www.institutional.invesco.ca
Ownership: Principals - 8%, Public - 92%
Investment Professionals: 773
Established: 1935
Minimum Investment -
Pooled: $5M
Separate: $50M
Manager Style -
Size Bias: Small, Mid, Large, All Cap
Style Bias: Value, Growth, GARP, Core
Management Style: Active, Passive
Fixed Income Management Style: Active, Passive
Bond Management Style: Credit

J ZECHNER ASSOCIATES INC.
Alison Sainsbury, Senior Portfolio Administrator; 31 Squires Ave., Toronto, ON M5B 2R2
PH: 416-867-8884
Fax: 416-867-8705
eMail: asainsbury@jzechner.com
Web: jzechner.com
Ownership: Company is 100% employee owned
Investment Professionals: 7
Established: 1993
Minimum Investment -
Pooled: $150,000
Separate: $2M
Manager Style -
Size Bias: All Cap
Style Bias: Value, Growth
Management Style: Active
Fixed Income Management Style: Active
Bond Management Style: Duration, Credit, Yield Curve

J.P. MORGAN ASSET MANAGEMENT (CANADA) INC.
Geoff McLeod, Vice-president, Client Advisor; Royal Bank Plaza - South Tower, 200 Bay St., Ste. 1800, Toronto, ON M5J 2J2
PH: 416-981-9162
Fax: 416-981-9196
eMail: geoffrey.m.mcleod@jpmorgan.com
Web: www.jpmorgan.com/pages/jpmorgan/canada/en/business/assetmanagement
Investment Professionals: 777
Established: 1871
Minimum Investment -
Pooled: $5M
Separate: $50M
Manager Style -
Size Bias: Small, Mid, Large, All Cap
Style Bias: Value, Growth, GARP, Core
Management Style: Active
Fixed Income Management Style: Active
Bond Management Style: Duration, Credit, Yield Curve
CAP Services: Investment products only

JARISLOWSKY, FRASER LIMITED
Peter Godec, Partner; 20 Queen St. W., Ste. 3100, Toronto, ON M5H 3R3
PH: 416-363-7417
Fax: 416-363-8079
eMail: pgodec@jfl.ca
Web: www.jfl.ca
Ownership: Principals
Investment Professionals: 46
Established: 1955
Minimum Investment -
Pooled: $1M
Separate: $15M-$20M - Could be less for specialized situations
Manager Style -
Size Bias: Large Cap
Style Bias: GARP
Management Style: Active
Fixed Income Management Style: Active
Bond Management Style: Credit, Yield Curve
CAP Services: Full Service to direct clients - Reporting, Meetings, etc.; Provides Insurance Companies with Reporting Packages plus Extra Data for their reports; Meetings with Insurance Company Reps for updates and will meet with larger alliance clients annually

KOOTENAY CAPITAL MANAGEMENT CORP.
Chris Theal, President & CEO; Suite 950, 396 11th Ave. S.W., Calgary, AB T2R 0C5
PH: 403-258-2552
Fax: 403-258-2559
eMail: ctheal@kootenaycapital.com
Web: www.kootenaycapital.com
Ownership: Principals
Investment Professionals: 3
Established: 2011
Manager Style -
Size Bias: All Cap
Style Bias: Value, Growth, GARP
Management Style: Active

LASALLE INVESTMENT MANAGEMENT
Zelick Altman, International Director, Canada; 199 Bay St., Ste. 4610, Box 407, Toronto, ON M5L 1G3
PH: 416-304-6000
Fax: 416-304-6001
eMail: zelick.altman@lasalle.com
Web: www.lasalle.com
Ownership: Public, Approximately 55% of Jones Lang LaSalle shares are held by 20 institutional investors, with the remaining balance held by other institutional investors, employees and individuals
Investment Professionals: 603
Established: Firm - 1980, Operations in Canada - 2000

LAZARD ASSET MANAGEMENT LLC
Luz Rodriguez, Vice-president; 30 Rockefeller Plaza, New York, NY 10112
PH: 212-632-6000
Fax: 212-332-5656
eMail: lammc.consultant@lazard.com
Web: www.lazardnet.com
Ownership: Lazard Asset Management LLC (Lazard) is a Delaware limited liability company. It is a subsidiary of Lazard Frères & Co. LLC (LF&Co.), a New York limited liability company with one member, Lazard Group LLC, a Delaware limited liability company. Interests of Lazard Group LLC are held by Lazard Ltd., which is a Bermuda corporation with shares that are publicly traded on the New York Stock Exchange under the symbol “LAZ.” These interests are held by public stockholders as well as by current and former Managing Directors of Lazard Group LLC. Lazard Asset Management LLC is owned by LF&Co. For additional details on ownership, please refer to Lazard’s Form ADV Part 1, which is available on the SEC website.
Investment Professionals: 257
Established: 1970
Minimum Investment -
Separate: $5.33M
Manager Style -
Size Bias: Small, Mid, Large, All Cap
Style Bias: Value, Growth, GARP, Core
Management Style: Active
Fixed Income Management Style: Active
Bond Management Style: Duration, Credit, Yield Curve
CAP Services: Lazard’s sole business is investment management.

LEITH WHEELER INVESTMENT COUNSEL
Ben Homsy, Portfolio Management, Fixed Income; 1500-400 Burrard St., Vancouver, BC V6C 3A6
PH: 604-683-3391
Fax: 604-683-0323
eMail: benh@leithwheeler.com
Web: www.leithwheeler.com
Ownership: Principals
Investment Professionals: 23
Established: 1982
Minimum Investment -
Pooled: $3M
Separate: $10M
Manager Style -
Size Bias: All Cap
Style Bias: Value
Management Style: Active
Fixed Income Management Style: Active
Bond Management Style: Duration, Credit, Yield Curve

LETKO, BROSSEAU & ASSOCIATES INC.
Pierre Camu / Lisa Caswell, Vice-president, Client Services; 1800 McGill College Ave., Ste. 2510, Montreal, QC H3A 3J6
PH: 514-499-1200
Fax: 514-499-0361
eMail: pierre.camu@lba.ca
Web: www.lba.ca
Ownership: Principals - 84%, Third-party - 16% (Private Individuals)
Investment Professionals: 18
Established: 1987
Minimum Investment -
Pooled: $1M
Separate: $5M
Manager Style -
Size Bias: All Cap
Style Bias: Value
Management Style: Active
Fixed Income Management Style: Active
Bond Management Style: Duration, Credit, Yield Curve

LINCLUDEN INVESTMENT MANAGEMENT
Wayne Wilson, Vice-president; 1275 North Service Rd. W., Ste. 607, Oakville, ON L6M 3G4
PH: 905-825-9000
Fax: 905-825-9525
eMail: wayne.wilson@lincluden.net
Web: www.lincluden.com
Ownership: 100% employee owned
Investment Professionals: 6
Established: 1982
Minimum Investment -
Pooled: $150,000
Separate: $2M
Manager Style -
Size Bias: All Cap
Style Bias: Value
Management Style: Active
Fixed Income Management Style: Active
Bond Management Style: Duration, Credit, Yield Curve
Other: Foreign Bonds
CAP Services: Meet with Trustees regularly, Provide Investment Reports with Performance Quarterly, Willing to Customize Reporting Formats to meet clients' requirements

LOOMIS, SAYLES & COMPANY, L.P.
Jamison Gagnier, Vice-president, Institutional Sales; One Financial Center, Boston, MA 02111
PH: 617-310-3615
eMail: jgagnier@loomissayles.com
Web: www.loomissayles.com

LORICA INVESTMENT COUNSEL INC.
Joanne Nahibuan, Office Manager; 119 Spadina Ave., Ste. 203, Toronto, ON M5V 2L1
PH: 647-776-8107
Fax: 416-850-5393
eMail: joanne.nahibuan@loricaic.com
Web: www.loricaic.com
Ownership: Principals
Investment Professionals: 3
Established: 2010
Minimum Investment -
Separate: $5M
Manager Style -
Fixed Income Management Style: Active
Bond Management Style: Duration, Credit, Yield Curve

LOUISBOURG INVESTMENTS
Luc Gaudet, Chief Executive Officer; 770 Main St., Moncton, NB E1C 8L1
PH: 506-853-5410
Fax: 506-853-5457
eMail: luc.gaudet@louisbourg.net
Web: www.louisbourg.net
Ownership: Principals - 30%, Third-party - 70% (Assumption Life)
Investment Professionals: 12
Established: 1991
Manager Style -
Size Bias: All Cap
Style Bias: Core
Management Style: Active
Fixed Income Management Style: Active
Bond Management Style: Yield Curve

MACKENZIE INSTITUTIONAL
Chris Boyle, Executive Vice-president; 180 Queen St. W., Toronto, ON M5V 3K1
PH: 416-967-2080
Fax: 416-979-7424
eMail: cboyle@mackenzieinstitutional.com
Web: www.mackenzieinstitutional.com
Ownership: Division of Mackenzie Financial Corporation
Investment Professionals: 56
Established: 1967
Minimum Investment -
Pooled: $5M
Separate: $20M
Manager Style -
Size Bias: Small, Mid, Large, All Cap
Style Bias: Value, Growth, GARP, Core
Management Style: Active
Fixed Income Management Style: Active
Bond Management Style: Duration, Credit, Yield Curve

MANULIFE ASSET MANAGEMENT
Adam Neal, Canadian Head of Sales & Relationship Management; NT6, 200 Bloor St. E., Toronto, ON M4W 1E5
PH: 416-852-2204
Fax: 416-926-5700
eMail: adam_neal@manulifeam.com
Web: www.manulifeam.com
Ownership: Manulife Financial Corporation
Investment Professionals: 337
Established: 1949
Minimum Investment -
Pooled: $5M
Separate: Equity - $10M, Bonds & Debt - $25M
Manager Style -
Size Bias: Small, Mid, Large, All Cap
Style Bias: Value, Growth, Core
Management Style: Active, Passive
Fixed Income Management Style: Active, Passive
Bond Management Style: Duration, Credit, Yield Curve
CAP Services: Portfolio / Investment Management

MARATHON-LONDON
Wilson Phillips, Client Director; Orion House, 5 Upper St. Martin's Lane, London, UK WC2H 9EA
PH: 44-207-497-2211
Fax: 44-207-497-2399
Web: www.marathon-london.com
Ownership: Principals
Investment Professionals: 11
Established: 1986
Minimum Investment -
Pooled: $25M
Manager Style -
Size Bias: All Cap
Style Bias: Core
Management Style: Active

MARVIN & PALMER ASSOCIATES, INC.
Adam Taylor, Client Service & Marketing - Principal; 1201 N. Market St., Ste. 2300, Wilmington, DE 19801-1165
PH: 302-573-3570
Fax: 302-573-6772
eMail: adamtaylor@mpainc.com
Web: www.marvinandpalmer.com
Ownership: Principals - 95%, Third-party - 5% (Individual Investors)
Investment Professionals: 15
Established: 1986
Minimum Investment -
Pooled: $1M
Separate: $25M
Manager Style -
Size Bias: Large Cap
Style Bias: Growth
Management Style: Active

MAWER INVESTMENT MANAGEMENT LTD.
Jamie Hyndman, Director of Strategic Business Development; 600, 517 - 10th Ave. S.W., Calgary, AB T2R 0A8
PH: 403-267-1974
Fax: 403-262-4099
eMail: jhyndman@mawer.com
Web: www.mawer.com
Ownership: Principals
Investment Professionals: 39
Established: 1974
Minimum Investment -
Pooled: $5M
Separate: $50M
Manager Style -
Size Bias: All Cap
Style Bias: GARP
Management Style: Active
Fixed Income Management Style: Active
Bond Management Style: Credit, Yield Curve
CAP Services: Plan member communication meetings, website, quarterly investment newsletter

MERCER GLOBAL INVESTMENTS CANADA LIMITED
Bill Ham, Partner; 161 Bay St., Toronto, ON M5J 2S5
PH: 416-868-7269
Fax: 416-868-7676
eMail: bill.ham@mercer.com
Web: www.mercer.com
Ownership: Marsh & McLennan
Investment Professionals: 1210
Established: 2006
Minimum Investment -
Pooled: $10M
Separate: $250M
Manager Style -
Management Style: Active
Fixed Income Management Style: Active
10 - 12 located in Canada

MFS INVESTMENT MANAGEMENT CANADA LIMITED
Christine Girvan, Managing Director of Sales, Canada; 77 King St. W., 35th Floor, Toronto, ON M5K 1B7
PH: 416-361-7273
Fax: 416-862-0167
eMail: cgirvan@mfs.com
Web: www.mfs.com
Ownership: Principals - Up to 19.9%, Third-party - 80.1% (Sun Life Financial, Inc. (parent company))
Investment Professionals: 22811
Established: 1924
Minimum Investment -
Pooled: $3M
Separate: Please contact MFS for details.
Manager Style -
Size Bias: Small, Mid, Large, All Cap
Style Bias: Value, Growth, GARP, Core
Management Style: Active
Fixed Income Management Style: Active
Bond Management Style: Duration, Credit, Yield Curve
CAP Services: Asset Management
11 - As of June 30, 2014

MONTRUSCO BOLTON INVESTMENTS INC.
Richard Guay, Senior Vice-president; 1501 McGill College Ave., Ste. 1200, Montreal, QC H3A 3M8
PH: 514-842-6464
Fax: 514-282-2550
eMail: guayr@montruscobolton.com
Web: www.montruscobolton.com
Ownership: Principals - 31%, Third-party - 69% (AMG: 44% FSTQ: 25%)
Investment Professionals: 19
Established: 1946
Minimum Investment -
Pooled: $5M
Separate: $5M
Manager Style -
Size Bias: Small, Mid, Large, All Cap
Style Bias: GARP
Management Style: Active
Fixed Income Management Style: Active
Bond Management Style: Duration, Credit, Yield Curve
CAP Services: The range of our investment services include, but is not restricted to the following: investment management, proxy voting, responsible investing, reporting.

MORGUARD INVESTMENTS LIMITED
Nancy Beavan, New Business Analyst; 55 City Centre Dr., Ste. 800, Mississauga, ON L5B 1M3
PH: 905-281-5814
Fax: 905-281-1800
eMail: nbeavan@morguard.com
Web: www.morguard.com
Ownership: Principals, Private company owned 100% by Morguard Corporation
Investment Professionals: 880
Established: 1975
Minimum Investment -
Pooled: $5M
Separate: $30M-$50M range
Manager Style -
Style Bias: Value, Growth, Core
Management Style: Active

MORNEAU SHEPELL ASSET & RISK MANAGEMENT LTD.
Robert Boston, Partner; 895 Don Mills Rd., Toronto, ON M3C 1W3
PH: 416-380-2765
eMail: rboston@morenaushepell.com
Web: morneaushepell.com
Ownership: Morneau Shepell Ltd.
Investment Professionals: 7
Established: 2012
Minimum Investment -
Pooled: $10M
Separate: $100M
Manager Style -
Size Bias: All Cap
Management Style: Active, Passive
Fixed Income Management Style: Active, Passive
Bond Management Style: Duration
Other: LDI strategies, Outcome-oriented strategies
CAP Services: Dynamic De-risking - Reduces the risk profile of an investment plan over time including liability based monitoring and benchmarking; Outcome Oriented Investment Solutions - Objective-based fund solutions to protect returns and better hedge pension plan liabilities; Outsourced Asset & Risk Management - Executes on an entire investment program

NEUBERGER BERMAN LLC
Clay Khan, Relationship Manager, Senior Vice-president; 161 Bay St., 27th Floor, Toronto, ON M5J 2S1
PH: 416-572-2318
eMail: clay.khan@nb.com
Web: www.nb.com
Manager Style -
Size Bias: Small, Mid, Large, All Cap
Style Bias: Value, Growth, Core
Management Style: Active
Fixed Income Management Style: Active
Bond Management Style: Duration, Credit, Yield Curve

NORTHERN TRUST ASSET MANAGEMENT
David Lester, Senior Vice-president; 1910-145 King St. W., Toronto, ON M5H 1J8
PH: 416-775-2215
Fax: 416-366-2033
eMail: dl101@ntrs.com
Web: www.northerntrust.com
Established: 1889
Manager Style -
Size Bias: Large Cap
Style Bias: Core
Management Style: Active, Passive

NORTHLEAF CAPITAL PARTNERS
Phillippa Perkins, Vice-president; 79 Wellington St. W., 6th Floor, Box 120, Toronto, ON M5K 1N9
PH: 416-477-6479
Fax: 416-304-0195
eMail: phillippa.perkins@northleafcapital.com
Web: www.northleafcapital.com
Investment Professionals: 26
Established: 2009 (spin-out from TD Bank)
Minimum Investment -
Pooled: $5M
Separate: $100M
Manager Style -
Other: Private Equity and Infrastructure

NUVEEN INVESTMENTS
Daniel Marchand, Senior Vice-president; 1200 McGill College Ave, #1100, Montreal, QC H3B 4G7
PH: 514-390-2316
eMail: daniel.marchand@nuveen.com
Web: www.nuveen.com
Ownership: Principals - TIAA-CREF
Established: 1898
Minimum Investment -
Separate: $1,149M
Manager Style -
Size Bias: Small, Mid, Large, All Cap
Style Bias: Value, Growth, GARP, Core
Management Style: Active
Fixed Income Management Style: Active
Bond Management Style: Duration, Credit, Yield Curve
CAP Services: Fund sub-advisory asset management

O'SHAUGHNESSY ASSET MANAGEMENT, LLC
Chris Loveless, President & COO; 6 Suburban Ave., Stamford, CT 06901
PH: 203-975-3304
Fax: 203-975-3368
eMail: chris.loveless@osam.com
Web: www.osam.com
Ownership: Principals - 90%, Third-party - 10% (The Royal Bank of Canada [RBC] owns a passive 10% non-voting interest in the firm)
Investment Professionals: 10
Established: 200712
Minimum Investment -
Separate: US$5M
Manager Style -
Size Bias: All Cap
Style Bias: Core
Management Style: Active
12 - Fourteen O’Shaughnessy team members left Bear Stearns in 2007 to form O’Shaughnessy Asset Management. Professionals responsible for the core business and portfolio management have been in place consistently since 1996.

OPTIMUM ASSET MANAGEMENT
Lyse Le Gal, Manager, Institutional Market; 425 de Maisonneuve Blvd. W., Ste. 1620, Montreal, QC H3A 3G5
PH: 514-288-7545
Fax: 514-288-4280
eMail: LLeGal@optimumgestion.com
Web: www.optimumgestion.com/en/
Ownership: Principals
Investment Professionals: 14
Established: 1985
Minimum Investment -
Pooled: $1M
Separate: $10M
Manager Style -
Size Bias: Mid, Large Cap
Style Bias: Value, Growth
Management Style: Active
Fixed Income Management Style: Active, Passive
Bond Management Style: Duration, Credit, Yield Curve

ORBIS INVESTMENT MANAGEMENT LIMITED
Craig Bodenstab, Investment Counsellor; Orbis House, 25 Front St., Hamilton, Bermuda, HM 11
PH: 778-331-3000
eMail: c.bodenstab@orbis.com
Web: www.orbis.com
Ownership: Principals
Investment Professionals: 7013
Established: 1989
Minimum Investment -
Pooled: US$20M
Manager Style -
Size Bias: All Cap
Style Bias: Value, Core
Management Style: Active
CAP Services: Pooled investment vehicles
13 - 70 investment professionals group wide

PHILLIPS, HAGER & NORTH INVESTMENT MANAGEMENT (RBC GAM INC.)
John Skeans, Vice-president; 2010-200 Burrard St., Vancouver, BC V6C 3N5
PH: 604-408-6000
Fax: 604-685-5712
eMail: jskeans@phn.com
Web: www.phn.com
Ownership: Public
Investment Professionals: 17314
Established: 1964
Minimum Investment -
Pooled: $5M
Separate: $25M
Manager Style -
Size Bias: Small, Mid, Large, All Cap
Style Bias: Value, Growth, GARP
Management Style: Active
Fixed Income Management Style: Active
Bond Management Style: Duration, Credit, Yield Curve
CAP Services: Information, Education, and Reporting
14 - RBC GAM Inc.

PICTET ASSET MANAGEMENT LTD.
John Maratta, Senior Vice-president; 1000 de la Gauchetiere W., Ste. 3100, Montreal, QC H3B 4W5
PH: 514-288-0253
Fax: 514-288-5473
eMail: mtl-inst@pictet.com
Web: www.pictet.com
Ownership: Principals
Investment Professionals: 286
Established: 1980 (Parent - 1805)
Minimum Investment -
Pooled: $0.5M
Separate: $50M
Manager Style -
Style Bias: Value, Growth, GARP15
Management Style: Active
Fixed Income Management Style: Active
Bond Management Style: Duration, Credit
15 - Value - EM, Growth - SC, GARP - EAFE

PIER 21 ASSET MANAGEMENT INC.
David M. Star, President & CEO; 1155 Rene-Levesque Blvd. W., Ste. 2500, Montreal, QC H3B 2K4
PH: 514-397-4027
Fax: 514-875-8967
eMail: davidstar@pier21am.com
Web: www.pier21am.com
Ownership: Principals
Established: 2005
Minimum Investment -
Pooled: $5M
Separate: $20M
Manager Style -
Size Bias: Large, All Cap
Style Bias: Value, Growth, GARP, Core
Management Style: Active
Other: Benchmark-agnostic

PIMCO CANADA CORP.
Greg Hiltz, Vice-president; 199 Bay St., Ste. 2050, Toronto, ON M5L 1G2
PH: 416-368-3350
Fax: 416-368-3576
eMail: greg.hiltz@pimco.com
Web: www.pimco.ca
Ownership: PIMCO Canada Corp. established in 2004, is an indirect subsidiary of PIMCO. PIMCO is a limited liability company that is a majority owned subsidiary of Allianz Asset Management ("AAM"), which is a subsidiary of Allianz SE ("Allianz").
Investment Professionals: 731
Established: PIMCO Canada was established in 2004. PIMCO Canada’s parent, Pacific Investment Management Company, LLC (PIMCO) was founded in 1971.
Minimum Investment -
Pooled: $5M
Separate: $75M
Manager Style -
Management Style: Active
Fixed Income Management Style: Active
CAP Services: We provide sub-advisory investment management services to fund of funds DC provider and provide investment management services to DC providers within our PIMCO Canada pooled vehicles.

PYRAMIS GLOBAL ADVISORS (CANADA) ULC
Michael Barnett, Executive Vice-president, Institutional Distribution; 483 Bay St., Toronto, ON M5G 2N7
PH: 416-217-7773
Fax: 416-307-5511
eMail: michael.barnett.pyr@pyramis.com
Web: www.pyramis.ca
Ownership: Principals
Investment Professionals: 711
Established: 2005
Minimum Investment -
Pooled: $7.5M
Separate: Varies by strategy
Manager Style -
Size Bias: All Cap
Style Bias: GARP, Core
Management Style: Active
Fixed Income Management Style: Active
Bond Management Style: Credit, Yield Curve
CAP Services: Investment Only

RENEWAL FUNDS
Nicole Bradbury, Vice-president; 163 W. Hastings - Ste. 500, Vancouver, BC V6B 1H5
PH: 604-424-9940
Fax: 604-844-7441
eMail: nicole@renewalfunds.com
Web: www.renewalfunds.com
Ownership: Principals - Paul Richardson, Joel Solomon
Investment Professionals: 5
Established: 2008
Minimum Investment -
Pooled: $0.5M
Manager Style -
Size Bias: Small Cap
Style Bias: Growth
Management Style: Active, Passive

ROSSEAU ASSET MANAGEMENT LTD.
Jow Lee, CFO; 181 Bay St., Ste. 2920, Toronto, ON M5J 2T3
PH: 416-777-0712
Fax: 416-777-0718
eMail: jwlee@rosseau.com
Web: www.rosseau.com
Ownership: Principals
Investment Professionals: 2
Established: 1998
Minimum Investment -
Pooled: $250,000

RP INVESTMENT ADVISORS
Ann Glazier Rothwell, Director of Business Development; 39 Hazelton Ave., Toronto, ON M4Y 2E3
PH: 647-776-0652
Fax: 647-288-2002
eMail: ann.glazier@rpia.ca
Web: www.rpia.ca
Ownership: Principals
Investment Professionals: 10
Established: 2009
Minimum Investment -
Pooled: $0.25M
Separate: $100M
Manager Style -
Management Style: Active
Fixed Income Management Style: Active
Bond Management Style: Duration, Credit, Yield Curve
Other: Investment Grade Unconstrained Mandate
CAP Services: RPIA is an absolute return global fixed-income manager, specializing in corporate bond strategies and interest rate risk management.

RUSSELL INVESTMENTS CANADA
Dexton Blackstock, Director, Head of Institutional Business Development; 100 King St. W., Ste. 5900, Toronto, ON M5X 1E4
PH: 416-640-6202
Fax: 416-362-4494
eMail: dblackstock@russell.com
Web: www.russell.com/ca
Ownership: Principals - 2%, Northwestern Mutual - 93%, Nippon Life Insurance Company - 5%
Investment Professionals: 20
Established: 1936
Minimum Investment -
Pooled: $10M
Manager Style -
Size Bias: All Cap
Style Bias: Value, Growth, Core
Management Style: Active
Fixed Income Management Style: Active
Bond Management Style: Duration, Credit, Yield Curve
CAP Services: Through its strategic partnerships with major record-keeping firms, offers a suite of Life Cycle Funds (LifePoints Portfolios - Target Allocation) and Single Asset Class Funds (Russell Funds); all funds are managed using Multi-asset, Multi-style, Multi-manager process

SARONA ASSET MANAGEMENT INC.
Khanh Huynh, Investor Relations; 55 Victoria St. N., Kitchener, ON N2H 5B7
PH: 519-883-7557
eMail: khuynh@saronafund.com
Web: saronafund.com
Ownership: Principals - 90%, Third-party - 10% (MEDA)
Investment Professionals: 6
Established: 2010
Minimum Investment -
Pooled: $1M
Separate: $50M
Manager Style -
Size Bias: Small, Mid Cap
Style Bias: Growth
Management Style: Active

SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA INC.
Ross Servick, Head of Canadian Distribution; 875 Third Ave., New York, NY 10022
PH: 212-632-2946
Fax: 212-641-3985
eMail: ross.servick@schroders.com
Web: www.schroders.com/canada
Ownership: Principals - 47.8%, Public - 46.2%, Third-party - 6% (Schroder employees)
Investment Professionals: 410
Established: 1804
Minimum Investment -
Pooled: Varies by strategy
Separate: Varies by strategy
Manager Style -
Size Bias: Small, Mid, Large, All Cap
Style Bias: Value, Growth, GARP, Core
Management Style: Active
Fixed Income Management Style: Active
Bond Management Style: Duration, Credit, Yield Curve
CAP Services: Asset Management

SCOTIA INSTITUTIONAL ASSET MANAGEMENT
Ed Calicchia, Director & Portfolio Manager; 40 King St. W., Ste. 5200, Toronto, ON M5H 1H1
PH: 416-933-2238
Fax: 416-933-7490
eMail: ed.calicchia@scotiabank.com
Web: www.scotiabank.com/siam
Ownership: Principals, owned by Scotiabank Group
Investment Professionals: 74
Established: 2009
Minimum Investment -
Pooled: $10M
Separate: $25M
Manager Style -
Size Bias: Large Cap
Style Bias: GARP
Management Style: Active
Fixed Income Management Style: Active, Passive
Bond Management Style: Credit, Yield Curve
Other: Fixed Income Investment process blends Yield Curve positioning, the general level of interest rates, and the addition of income and return from investing in high quality corporate issues. This approach blends Top-down Macro approach used to analyze the yield curve and general level of interest rates with a Bottom-up approach to credit analysis, which includes both economic sector and security selection

SEAMARK ASSET MANAGEMENT (2013) LTD.
Don Wishart, President; 1801 Hollis St., Ste. 310, Halifax, NS B3J 3N4
PH: 902-423-4741
Fax: 902-423-1518
eMail: dwishart@seamark.ca
Web: www.seamark.ca
Ownership: Principals - 67%, Third-party - 33% (Marquest Asset Management Inc.)
Investment Professionals: 7
Established: 1982
Minimum Investment -
Pooled: $150,000
Separate: $1M
Manager Style -
Size Bias: Large Cap
Style Bias: Value, Growth, GARP
Management Style: Active
Fixed Income Management Style: Active
Bond Management Style: Yield Curve
CAP Services: Investment management services; Educational services to plan members on request.

SEI INVESTMENTS CANADA COMPANY
Michael E. Chwalka, Head of Institutional Sales; 70 York St., Ste. 1600, Toronto, ON M5J 1S9
PH: 416-847-6370
Fax: 416-777-9093
eMail: mchwalka@seic.com
Web: www.seic.com
Ownership: Public
Investment Professionals: 143
Established: 1968
Minimum Investment -
Pooled: $10M
Separate: $100M
Manager Style -
Size Bias: Small, Mid, Large, All Cap
Style Bias: Value, Growth, GARP, Core
Management Style: Active, Passive
Fixed Income Management Style: Active, Passive
Bond Management Style: Duration, Credit, Yield Curve
CAP Services: Manager-of-Managers Investment Process, Manager Research and Selection, Manager Monitoring and Replacement, Diversified Asset Allocation Funds, Behavioural Finance approach to Member Education and Communication, Retirement Planning and Investment Selection Tools, CAP Guidelines Compliance

SIONNA INVESTMENT MANAGERS
Kelly Battle, Vice-president, Relationship Management; 8 King St. E., Toronto, ON M5C 1B5
PH: 416-203-2732
Fax: 416-203-8033
eMail: kelly_battle@sionna.ca
Web: www.sionna.ca
Ownership: Principals
Investment Professionals: 7
Established: 2002
Minimum Investment -
Pooled: $5M
Separate: $10M
Manager Style -
Size Bias: Small, Large, All Cap
Style Bias: Value
Management Style: Active
CAP Services: Manage funds for DC plans offered through third-party administrators only.

SPARTAN FUND MANAGEMENT INC.
Brent Channell, Managing Director; 100 Wellington St. W., Ste. 2101, Toronto, ON M5K 1J3
PH: 416-601-3172
eMail: bchannell@spartanfunds.ca
Web: www.spartanfunds.ca
Ownership: Principals
Investment Professionals: 18
Established: 2006
Minimum Investment -
Pooled: $0.01M
Separate: $1M
Manager Style -
Other: Hedge Funds
CAP Services: Hedge Funds

SPRUCEGROVE INVESTMENT MANAGEMENT LTD.
Tasleem Jamal, Vice-president, Marketing & Client Services; 181 University Ave., Ste. 1300, Toronto, ON M5H 3M7
PH: 416-363-5854
Fax: 416-363-6803
eMail: tjamal@sprucegrove.ca
Ownership: Principals
Investment Professionals: 14
Established: 1993
Minimum Investment -
Pooled: $20M
Separate: $100M
Manager Style -
Size Bias: All Cap
Style Bias: Value
Management Style: Active
CAP Services: Investment Management Advice

SPRUNG INVESTMENT MANAGEMENT INC.
Robert Champion, Vice-president Client Services; 25 Adelaide St. E., Ste. 1914, Toronto, ON M5C 3A1
PH: 416-607-6642
Fax: 416-934-7161
eMail: info@sprunginvestment.com
Web: www.sprunginvestment.com
Ownership: Principals
Investment Professionals: 5
Established: 2005
Minimum Investment -
Separate: $500,000
Manager Style -
Size Bias: All Cap
Style Bias: Value
Management Style: Active
Fixed Income Management Style: Active
Bond Management Style: Credit, Yield Curve

STANDARD LIFE INVESTMENTS INC
Jay Waters, Vice-president, Institutional Sales; 121 King St. W., Ste. 810, Toronto, ON M5H 3T9
PH: 416-367-2049
eMail: jay.waters@standardlife.ca
Web: www.sli.ca
Ownership: Principals
Investment Professionals: 66
Established: 1973
Minimum Investment -
Separate: Varies
Manager Style -
Size Bias: Small, Mid, Large, All Cap
Style Bias: Value, Core
Management Style: Active, Passive
Fixed Income Management Style: Active, Passive
Bond Management Style: Duration, Credit, Yield Curve
Other: Structure Bonds (Liability Driven Investing); Global Index Linked Bonds Strategy (GILBS); Alternative - Global Absolute Returns Strategy (GARS)
CAP Services: Investment management services only, servicing and administration are handled by the Standard Life Assurance Company of Canada, its sister company

STANTON ASSET MANAGEMENT
Rocio Gueto, Vice-president, Business Development; 1010 Sherbrooke W., Montreal, QC H3A 2R7
PH: 514-849-2007
Fax: 514-849-0067
eMail: rgueto@stantonasset.com
Web: www.stantonasset.com
Ownership: Principals
Investment Professionals: 10
Established: 2003
Minimum Investment -
Pooled: $1M
Separate: $10M
Manager Style -
Size Bias: Mid, Large Cap
Style Bias: Value, Core
Management Style: Active
Fixed Income Management Style: Active
Bond Management Style: Credit
Other: Employs a combined investment approach (Top-down analysis and Fundamental Bottom-up analysis) and is specialized in income-oriented investment solutions, investing in Canadian and global dividend-paying stocks and corporate bond (Investment Grade, High Yield, Floating Rate Debt).
CAP Services: Long-only and Multi-asset Class strategies, Portfolio Reviews in person on a quarterly basis, Monthly and Quarterly Reports including market commentary and outlook

STATE STREET GLOBAL ADVISORS, LTD.
Randy Oswald, Vice-president, Business Development; 30 Adelaide St. E., Ste. 500, Toronto, ON M5C 3G6
PH: 647-775-7789
Fax: 647-775-7264
eMail: randy_oswald@ssga.com
Web: www.ssga.ca
Ownership: Principals - <5%, Public - >95%, SSgA is a division of State Street Bank and Trust Company, a wholly-owned subsidiary of State Street Corporation. State Street Corporation is a publicly traded bank holding company whose shares are traded on the New York Stock Exchange under symbol “STT”. As such, there is minority employee ownership which represents less than 1% of the current shares outstanding. State Street’s most recent SEC filings disclose the firm’s major shareholders. State Street offers an Employee Stock Ownership Plan (ESOP) through which employees owned approximately 3.3 million, or less than 1% of outstanding shares of State Street Corporation stock as of March 1, 2014*. Directors and designated executives, as a group, own approximately 2.8 million shares, or less than 1% of the outstanding shares, as reported in State Street's 2014 Proxy Statement. *Reporting date listed in State Street’s Annual Proxy Statement.
Investment Professionals: 399
Established: 1978 (State Street Global Advisors); 1990 Canadian Office (State Street Global Advisors, Ltd).
Minimum Investment -
Pooled: No minimum investment. Minimum annual fee applies.
Separate: No minimum investment. Minimum annual fee applies.
Manager Style -
Size Bias: All Cap
Style Bias: Value, Growth, Core
Management Style: Active, Passive
Fixed Income Management Style: Passive
Bond Management Style: Duration, Credit, Yield Curve
CAP Services: Investment Management

STONEBRIDGE FINANCIAL CORPORATION
Louis Bélanger, Managing Director; 20 Adelaide St. E., Ste. 1201, Toronto, ON M5C 2T6
PH: 416-364-3001
Fax: 416-364-1565
eMail: lbelanger@stonebridge.ca
Web: stonebridge.ca
Ownership: Principals
Investment Professionals: 19
Established: 1998
Manager Style -
Bond Management Style: Credit
Other: Private debt. Includes energy and social infrastructure and lease securitization

SUN LIFE GLOBAL INVESTMENTS
Lori Landry, Chief Marketing Officer & Head of Institutional Business; 225 King St. W., Toronto, ON M5V 3C5
PH: 416-408-7799
Fax: 416-586-0399
eMail: lori.landry@sunlife.com
Web: www.sunlifeglobalinvestments.com
Ownership: Principals - Sun Life Financial
Investment Professionals: 15
Established: 2010
Manager Style -
Size Bias: Small, Mid, Large Cap
Style Bias: Value, Growth
Management Style: Active, Passive
CAP Services: Full suite of funds, Communications, Education, Governance reporting

T. ROWE PRICE
Bruce E. Winch, Head of Sales, Canada; 161 Bay St., Ste. 2700, Toronto, ON M5J 2S1
PH: 416-572-2582
Fax: 416-572-4085
eMail: bruce_winch@troweprice.com
Web: www.troweprice.com
Ownership: Independent, publicly traded company with significant employee ownership, approximately 15-20% of firm's equity
Investment Professionals: 426
Established: 1937
Minimum Investment -
Pooled: Varies by strategy and product
Separate: Varies by strategy and product
Manager Style -
Size Bias: Small, Mid, Large, All Cap
Style Bias: Value, Growth, GARP, Core
Management Style: Active
Fixed Income Management Style: Active, Passive
Bond Management Style: Duration, Credit, Yield Curve
CAP Services: Investment Management only for Canadian clients

TD ASSET MANAGEMENT INC.16
Mark Cestnik, Managing Director - Relationship Management; 161 Bay St., 34th Floor, Toronto, ON M5J 2T2
PH: 416-983-7088
eMail: Mark.Cestnik@tdam.com
Web: www.tdaminstitutional.com
Ownership: Wholly-owned subsidiary of the Toronto-Dominion Bank.
Investment Professionals: 80
Established: 1987
Minimum Investment -
Pooled: $17M
Separate: $200M
Manager Style -
Size Bias: Large, All Cap
Style Bias: Value, GARP, Core
Management Style: Active, Passive
Fixed Income Management Style: Active, Passive
Bond Management Style: Credit, Yield Curve
Other: Minimum Variance (Low Volatility)
CAP Services: Investment Management
16 - A wholly-owned subsidiary of the Toronto-Dominion Bank

TIMBERCREEK ASSET MANAGEMENT INC.
Carrie Morris, Managing Director, Capital Markets & Corporate Communications; 1000 Yonge St., Ste. 500, Toronto, ON M4W 2K2
PH: 416-306-9967
Fax: 416-848-9494
eMail: cmorris@timbercreek.com
Web: www.timbercreek.com
Ownership: Principals - 75%, Third-party - 25%
Investment Professionals: 30
Established: 1999
Minimum Investment -
Pooled: $5M
Separate: $5M
Manager Style -
Style Bias: Value
Management Style: Active
Fixed Income Management Style: Active
Other: Alternative investment manager primarily focused on direct real estate investments.

TORON AMI INTERNATIONAL ASSET MANAGEMENT
James Porter, Partner & Managing Director; 590 King St. W., Ste. 200, Toronto, ON M5V 1M3
PH: 416-977-6767
Fax: 416-977-7650
eMail: james.porter@toron-ami.com
Web: www.toron-ami.com
Ownership: Principals - 49%, Third-party - 51% (Cidel Financial Group)
Investment Professionals: 23
Established: Toron - 1988, AMI - 1959
Minimum Investment -
Pooled: $250,000
Separate: $2M
Manager Style -
Size Bias: All Cap
Style Bias: Value, Core
Management Style: Active
Fixed Income Management Style: Active
Bond Management Style: Duration, Credit
Other: Manages investments on behalf of many different Canadian pension clients, each with specific investment constraints and requirements
CAP Services: Investment Management services encompassing three Canadian Equity mandates, one Global Equity mandate, one Canadian Fixed Income. Customizing mandates to meet client needs restrictions is fundamental to their business and can deliver mandates in both segregated and pools.

TRIASIMA PORTFOLIO MANAGEMENT
Ron Cheshire, Vice-president of Marketing; 1555 Peel St., Ste. 1205, Montreal, QC H3A 3L8
PH: 514-906-0667
Fax: 514-284-3060
Web: www.triasima.com
Ownership: Principals
Investment Professionals: 5
Established: 1998
Minimum Investment -
Pooled: $500,000
Separate: $1M
Manager Style -
Size Bias: Small, Large, All Cap
Style Bias: Value, Growth
Management Style: Active
CAP Services: Investment management

UBS GLOBAL ASSET MANAGEMENT (CANADA) INC.
David Coyle, Executive Director; 161 Bay St., Ste. 4100, Toronto, ON M5J 2S1
PH: 416-681-5200
Fax: 416-681-5100
eMail: david.coyle@ubs.com
Web: www.ubs.com/globalam
Ownership: Public
Investment Professionals: 887
Established: 1986 (Canada)
Minimum Investment -
Pooled: $15M
Separate: $50M
Manager Style -
Size Bias: Small, Large, All Cap
Style Bias: Growth, Core
Management Style: Active
Fixed Income Management Style: Active
Bond Management Style: Duration, Credit, Yield Curve
CAP Services: Pooled Funds provided through insurance company fund platforms

UNIGESTION ASSET MANAGEMENT (CANADA) INC.
Heather Cooke, Francis Chartier, Directors; TD Canada Trust Tower - 161 Bay St., 27th Floor, Toronto, ON M5J 2S1
PH: 647-350-2020
eMail: hcooke@unigestion.com
Web: www.unigestion.com
Ownership: Principals - 72%, Third-party - 28%
Investment Professionals: 66
Established: 1971
Minimum Investment -
Pooled: $5M
Separate: $75M
Manager Style -
Size Bias: All Cap
Style Bias: Core
Management Style: Active
Other: Risk managed equities, Private Equity, Hedge Funds
CAP Services: Unigestion Global Equities (Canadian domiciled pooled fund) as well as capabilities investing in Emerging Market, European, US, Japanese & Asian equities.

VAN BERKOM AND ASSOCIATES INC.
Simon Lussier, Vice-president, Business Development & Operations; 1130 Sherbrooke St. W., Ste. 1005, Montreal, QC H3A 2M8
PH: 514-985-5759
Fax: 514-985-2430
eMail: slussier@vbassociates.com
Web: www.vbassociates.com
Ownership: Principals
Investment Professionals: 11
Established: 1991
Minimum Investment -
Separate: $10M
Manager Style -
Size Bias: Small Cap
Style Bias: GARP, Core
Management Style: Active
CAP Services: Services provided to Defined Contribution Pension Plan Clients are the same as services provided to firm's other clients.

VONTOBEL ASSET MANAGEMENT, INC.
Jeffrey Kutler, Director, Institutional Clients, North America; 1540 Broadway, 38th Floor, New York, NY 10036
PH: 212-415-7058
Fax: 646-792-4356
eMail: jeffrey.kutler@vusa.com
Web: www.vusa.com
Investment Professionals: 22
Established: 1984
Minimum Investment -
Pooled: US$10M or equivalent
Separate: US$250M or equivalent
Manager Style -
Size Bias: All Cap
Style Bias: Growth
Management Style: Active
CAP Services: Investment management services

WELLINGTON MANAGEMENT COMPANY LLP
Akin N. Greville, Vice-president; 280 Congress St., Boston, MA 02210
PH: 617-951-5000
eMail: mig@wellington.com
Web: www.wellington.com
Ownership: Principals - Wellington Management Company LLP is a private limited liability partnership whose sole business is investment management. The firm is owned by 140 partners, all fully active in the firm.
Investment Professionals: 568
Established: 1928
Minimum Investment -
Pooled: $5M
Separate: Varies by approach
Manager Style -
Size Bias: Small, Mid, Large, All Cap
Style Bias: Value, Growth, GARP, Core
Management Style: Active
Fixed Income Management Style: Active
Bond Management Style: Duration, Credit, Yield Curve
Other: Manage client assets using a broad range of equity, fixed income, currency, specialty, alternative, asset allocation, multi-strategy investment approaches
CAP Services: Investment Management

WISE CAPITAL MANAGEMENT INC.
Sam Wiseman, Chief Investment Officer; 1717 - 2 Carlton St., Toronto, ON M5B 1J3
PH: 416-483-1900
Fax: 416-352-1901
eMail: info@wisecapitalmanagement.com
Web: www.wisecapitalmanagement.com
Ownership: Principals
Investment Professionals: 4
Established: 2000
Minimum Investment -
Separate: $2M
Manager Style -
Size Bias: Small, All Cap
Style Bias: Value
Management Style: Active

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