Table of Contents
Overview ............................................................................................ 4
Reading the Charts and Tables .................................................................................................5
Industry Takeaways for the Month ...........................................................................................6
Public Asset Manager Takeaways ............................................................................................6
Fund Factor Guide – How to Read the Fund Factors ..............................................................10
Company Snapshots ....................................................................... 13
Affiliated Managers Group......................................................................................................14
AllianceBernstein ....................................................................................................................16
BlackRock ...............................................................................................................................18
Calamos Investments .............................................................................................................20
Cohen & Steers.......................................................................................................................22
Eaton Vance ............................................................................................................................24
Federated Investors ................................................................................................................26
Franklin Resources..................................................................................................................28
GAMCO Investors...................................................................................................................30
INVESCO................................................................................................................................32
Janus Capital Group................................................................................................................34
Legg Mason...........................................................................................................................36
T. Rowe Price..........................................................................................................................38
Waddell & Reed......................................................................................................................40
Industry ..................................................................................................................................42
Appendix .......................................................................................... 44
Company Manager Composition ............................................................................................44
Definition Guide .....................................................................................................................45