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WESTWOOD HOLDINGS GROUP INC (WHG)
Westwood Holdings Group, Inc., through its subsidiaries, engages in the management of investment assets and provision of trust services. The company provides various investment advisory services to institutions, including corporate pension funds, public retirement plans, endowments, foundations, and mutual funds. It provides trust and custodial services to institutions and high net worth individuals, as well as participates in common trust funds that it sponsors. Westwood Holdings also provides back office services, including tax reporting, distribution of income to beneficiaries, preparation of trust and account statements, and attending to the needs of particular trusts. The company also provides services for employee benefit trusts and personal trusts. Westwood Holdings was founded in 1983 by Susan M. Byrne. The company is based in Dallas, Texas.
Morningstar, Inc. and its subsidiaries engage in the collection, analyzing, and sale of financial information regarding mutual funds, variable annuities, and equity securities in the United States and international markets. It offers a line of Internet, software, and print-based products for individual investors, financial advisors, and institutional clients. The company operates through three segments: Individual, Advisor, and Institutional. The Individual segment's products include U.S.-based Web site, Morningstar.com; and independent equity research for the individual investor. The Advisor segment's products include Morningstar Advisor Workstation, a Web-based investment planning system; and Principia, a CD-ROM-based investment research product primarily for financial advisors. The Institutional segment's primary product includes Morningstar Direct, a set of Web-based research tools that combine advanced performance and holdings-based analysis with access to its proprietary statistics. This segment focuses on institutional clients, including banks, brokerage firms, insurance companies, mutual fund companies, and retirement plan providers and sponsors. Morningstar, Inc. was established by Joe Mansueto in 1984. The company is headquartered in Chicago, Illinois.
Glamis Gold, Ltd. engages in the exploration, mine development, and mining and extraction of gold in California and Nevada in the United States; and in Honduras, Mexico, and Guatemala. The company uses open-pit mining with heap leach processing or conventional milling for extracting gold. It operates San Martin, Marigold, and Rand mines in Nevada, California, and Honduras respectively. The company's development projects include El Sauzal Project and Cerro San Pedro Project in Mexico; Marlin Project and Cerro Blanco Project in Guatemala; and Imperial Project in California. As of January 1, 2005, Glamis Gold had proven and probable reserves of 6.3 million ounces of gold and 38.5 million ounces of silver. The company was incorporated as Renniks Resources, Ltd. in 1972. It changed its name to Glamis Gold, Ltd. in 1977. Glamis Gold is based in Reno, Nevada.
FEDERATED INVESTORS INC (FII)
Federated Investors Inc. is a publicly owned investment manager with approximately $205 billion in assets under management. The firm provides its services to individuals, banking or thrift institutions, investment companies, pension and profit sharing plans, pooled investment vehicles, charitable organizations, state or municipal government entities, and registered investment advisors. Through its subsidiaries, it manages separate client-focused equity, fixed income, and money market mutual funds; and separate client-focused equity, fixed income, and balanced portfolios. The firm invests in the public equity and fixed income markets across the globe. It typically employs a fundamental and a quantitative analysis to make its equity investments in growth and value stocks of small-cap, mid-cap, and large-cap companies. The firm also makes sector-focused equity investments. It makes its fixed income investments in ultra-short, short-term, and intermediate-term securities. Federated Investors was founded in 1955 and is based in Pittsburgh, Pennsylvania.
AMERICAN PHYSICIANS SERVICE GROUP INC (AMPH)
American Physicians Service Group, Inc., through its subsidiaries, provides brokerage and investment services to institutions and individuals throughout the United States. The company also provides portfolio accounting, analysis, and other services to insurance companies, banks, and public funds. It also provides management and agency services to medical malpractice insurance companies. It has operations in Austin and Texas with branch offices in Houston, Texas; and Redmond, Washington. The company was organized in 1974 and is headquartered in Austin, Texas.
INTERNATIONAL ASSETS HOLDING CORPORATION (IAAC)
International Assets Holding Corporation (IAHC), through its subsidiaries, offers various financial services focused on international securities and commodities markets. The company operates in four divisions: International Equities Market-Making (IEMM), International Debt Capital Markets (IDCM), Foreign Exchange/Commodities Trading (FECT), and Asset Management. The IEMM division engages in wholesale market-making for select foreign securities, including unlisted American depositary receipts and foreign ordinary shares. It provides execution and liquidity to the United States broker-dealers, regional broker-dealers, and institutional investors. The IDCM division trades and invests in various international debt instruments, including both investment grade and higher yielding emerging market bonds. It focuses on emerging market sovereign, corporate, and bank bonds, as well as arranges international debt transactions. The FECT division trades in select illiquid currencies of developing countries. It also executes trades based on the foreign currency flows inherent in the company's existing international securities activities. This division primarily acts as a principal in buying and selling foreign currencies on a spot basis. In addition, it provides a range of trading and hedging services to producers, consumers, recyclers, and investors in precious metals and other base metals, as well as purchases and sells the metals on a spot and forward basis. The Asset Management division operates as an investment advisor and as a fund manager. IAHC provides clients with option products, including combinations of buying and selling puts and calls. The company offers its services to wholesale customers, including investment banks, commercial banks, brokers, institutional investors, corporations, charities, and governmental organizations worldwide. IAHC was formed in 1987 and based in Altamonte Springs, Florida.
PRINCIPAL FINANCIAL GROUP INC (PFG)
Principal Financial Group, Inc. provides retirement savings, investment, and insurance products and services in the United States and internationally. It provides retirement savings and related investment products and services to businesses, employees, and other individuals. The company also offers products and services for contribution pension plans, including 401(k) and 403(b) plans; benefit pension plans; and nonqualified executive benefit plans; as well as provides employee stock ownership plan consulting services to small and medium-sized businesses. In addition, it offers investment-only products, including guaranteed investment contracts and funding agreements to institutional clients, as well as enables employees of businesses and other individuals the ability to accumulate funds for retirement and savings through mutual funds, individual annuities, and bank products. Further, the company offers individual life insurance; group health insurance; and specialty benefits, including group dental, group vision, group life, group long-term and short-term disability, and individual disability insurance. It offers its products primarily in Chile, Mexico, Hong Kong, Brazil, India, Japan, and Malaysia. Principal Financial Group was formed in 1998 and is based in Des Moines, Iowa.
INVESCO PLC is a publicly owned investment manager with approximately $471.2 billion in assets under management. The firm provides its services to retail, institutional, and private wealth management clients. Through its subsidiaries it manages separate client focused equity, balanced, fixed income, money market, and real estate investment portfolios and funds for its clients. The firm was formerly known as AMVESCAP PLC. INVESCO is based in Atlanta, Georgia with an additional office in London, United Kingdom.
STILWELL FINANCIAL INC (JNS)
Janus Capital Group, Inc. and its subsidiaries engage in the sponsorship, marketing, and provision of investment advisory, distribution, and administrative services to mutual funds and separate accounts in the United States and internationally. The company primarily operates in two segments, Investment Management, and Printing and Fulfillment. The Investment Management segment offers growth equity, core, and international equity funds, as well as balanced, specialty fixed-income, and money market funds, which include Janus Investment Fund, Janus Aspen Series, Janus Adviser Series, and the Janus World Funds Plc. The company also provides investment advisory services to individual and institutional investors. The Printing and Fulfillment segment provides digital and offset printing, and fulfillment services. The digital operation focuses on providing communication solutions using print-on-demand technology and software applications. The offset printing operations provide customers with graphic and design solutions through prepress services and offset printing, including direct marketing packages, brochures, preprinted base stock, and collateral pieces. Janus Capital Group is headquartered in Denver, Colorado.
EPOCH HOLDING CORPORATION (EPHC)
Epoch Holding Corporation, a holding company, provides investment management and investment advisory services in the United States. It offers its services to retirement plans, mutual funds, endowments, foundations, and high net worth individuals. The company was founded in 2004 and is headquartered in New York City.
EATON VANCE CORPORATION (EV)
Eaton Vance Corp., through its subsidiaries, engages in the creation, marketing, and management of investment funds in the United States. It also provides investment management and counseling services to institutions and individuals. Further, the company operates as an adviser and distributor of investment companies and separate accounts. As of October 31, 2004, the company provided investment advisory or administration services to approximately 150 funds; approximately 1,300 separately managed individual and institutional accounts; and participated in approximately 40 retail-managed account broker/dealer programs. It markets and distributes shares of funds through a retail network of national and regional broker/dealers, banks, insurance companies, and financial planning firms. Eaton Vance was founded in 1944 and is headquartered in Boston, Massachusetts.
T. ROWE PRICE GROUP INC (TROW)
T. Rowe Price Group, Inc., a financial services holding company, provides investment advisory services to individual and institutional investors in the United States and internationally. The company manages a range of U.S. domestic and international stock, bond, and money market mutual funds; and other investment portfolios. It provides an array of mutual funds, subadvisory services, and separate account management for individual and institutional investors, retirement plans, and financial intermediaries. The company also offers various investment planning and guidance tools. In addition, it offers various administrative services as ancillary services, including mutual fund transfer agent, accounting, and shareholder services; participant recordkeeping and transfer agent services for defined contribution retirement plans investing in its sponsored mutual funds; discount brokerage; and trust services. T. Rowe Price Group was founded by Thomas Rowe Price in 1937. The company is headquartered in Baltimore, Maryland.
CALAMOS ASSET MANAGEMENT INC (CLMS)
Calamos Asset Management Inc. is a publicly owned investment manager with approximately $39.5 billion in assets under management. The firm provides its services to high net worth individuals, corporations, public and private institutions, pension funds, and insurance companies. It manages open-ended funds, closed-ended funds, and separate client-focused equity and balanced portfolios. The firm invests in the public equity and debt markets of the United States and other international economies. It also invests in convertible bonds market and alternative investments market. The firm invests in high-quality growth stocks of companies selected on the basis of a top-down approach and a qualitative and fundamental analysis with a bottom-up stock picking approach to create its equity portfolio mix. It invests in high-quality convertible bonds rated BBB or better. The firm utilizes a combination of its equity and debt strategies to manage its balanced portfolios. Calamos Asset Management was founded in 1977 and is based in Naperville, Illinois.
BROOKFIELD ASSET MANAGEMENT INC (BAM)
Brookfield Asset Management Inc. is a publicly owned asset management holding company with approximately $50 billion in assets under management. Through its subsidiaries the firm invests in the property, power, and infrastructure sectors. Its property business include owning and managing office properties, developing master planned residential communities, and offering clients bridge and mezzanine lending; alternative assets funds; and financial and advisory services. Through its power generation business the firm operates hydroelectric power facilities, interconnections and transmission facilities in Northeast North America, and development of wind power in Canada. Through its funds and private capital business the firm invests in specialty funds including private equity and makes direct investments in real estate, energy, and resource assets. It also makes investments in privately held investment management and equity and fixed income mutual funds. The firm was formerly known as Brascan Corp. Brookfield Asset Management is based in Calgary, Alberta with additional offices in London, and New York City.
AMERIPRISE FINANCIAL SERVICES INC (AMP)
Ameriprise Financial, Inc. provides financial planning, asset management, and insurance services to individuals, businesses, and institutions. It operates through two segments, Asset Accumulation and Income, and Protection. The Asset Accumulation and Income segment offers own and other companies' mutual funds, as well as own annuities and other asset accumulation and income management products and services to retail clients through financial advisor network. It also offers annuity products through outside channels, such as banks and broker-dealer networks. This segment also serves institutional clients in the separately managed account, subadvisory, and 401(k) markets. The Protection segment offers various life insurance, disability income, and brokered insurance products through financial advisor network. It also offers personal auto and home insurance products on a direct basis to retail clients principally through strategic marketing alliances. The company also operates Ameriprise Bank, FSB in Minneapolis and Phoenix, which offers a suite of products to meet clients' borrowing, cash management, and personal trust needs. The bank offers home lending program, including mortgages, home equity loans, and lines of credit through financial advisor network. The company was founded in 1894 under the name Investors Syndicate and changed its name to Investors Diversified Services, Inc. in 1949. It further changed its name to American Express Financial Corporation in 1994 and to Ameriprise Financial, Inc. in 2005. Ameriprise Financial is headquartered in Minneapolis, Minnesota.
SANDERS MORRIS HARRIS GROUP INC (SMHG)
Sanders Morris Harris Group, Inc., through its subsidiaries, provides a range of financial and other professional services in the United States. The company offers various financial and other professional services, including institutional, prime and retail brokerage, principal trading, investment banking, merchant banking, financial advisory, trust related services, investment management, financial planning, and sports representation and management. In addition, it has a 69% interest in Charlotte Capital, which manages assets for institutional investors in small cap value and small/mid cap value styles, as well as has 50% interest in Select Sports Group that provides sports representation and management services to professional athletes. Sanders Morris Harris primarily serves institutional, corporate, and individual clients. The company is headquartered in Houston, Texas.
Value Line, Inc. primarily produces investment-related periodical publications, through its wholly owned subsidiary, Value Line Publishing, Inc. (VLP). The company operates in two segments, Publishing and Investment Management Services. The Publishing segment produces investment related periodicals in both print and electronic form. The Investment Management Services segment provides advisory services to mutual funds, institutions, and individual clients. VLP publishes the Value Line Investment Survey, The Value Line 600, Value Line Select, The Value Line Mutual Fund Survey, The Value Line No-Load Fund Advisor, The Value Line Special Situations Service, The Value Line Options Survey, and The Value Line Convertibles Survey. VLP also provides financial databases in computer formats; and markets investment analysis software, The Value Line Investment Analyzer, Value Line ETF Survey, Mutual Fund Survey for Windows, Value Line Daily Options Survey, Value Line Electronic Convertibles, and Value Line Research Center. These electronic products are available on CD-ROM and offered directly on the company's Web site. In addition to VLP, the company's other wholly owned subsidiaries include a registered broker-dealer, Value Line Securities, Inc., and an advertising agency, Vanderbilt Advertising Agency, Inc. Value Line was founded in 1931 by Arnold Bernhard and is based in New York City. Value Line, Inc. is approximately 86% owned by Arnold Bernhard & Company, Inc.
AFFILIATED MANAGERS GROUP INC (AMG)
Affiliated Managers Group, Inc., through its affiliates, operates as an asset management company providing investment management services to mutual funds, institutional clients, and high net worth individuals in the United States. It provides advisory or subadvisory services to mutual funds. These funds are distributed to retail and institutional clients directly and through intermediaries, including independent investment advisors, retirement plan sponsors, broker-dealers, major fund marketplaces, and bank trust departments. The company also offers investment products in various investment styles in the institutional distribution channel, including small, small/mid, mid, and large capitalization value and growth equity, and emerging markets. In addition, it offers quantitative, alternative, and fixed income products, and manages assets for foundations and endowments, defined benefit, and defined contribution plans for corporations and municipalities. Affiliated Managers Group provides investment management or customized investment counseling and fiduciary services. The company was formed as a corporation under the laws of Delaware in 1993. Affiliated Managers Group is based in Prides Crossing, Massachusetts.
FIRSTCITY FINANCIAL CORPORATION (FCFC)
FirstCity Financial Corporation, a financial services company, engages in the acquisition, management, servicing, and resolution of portfolio assets. In the portfolio asset acquisition and resolution business, it acquires and resolves portfolios of performing and nonperforming commercial and consumer loans, real estate and other assets at a discount to face value, and services and resolves such portfolios in an effort to maximize the present value of the ultimate cash recoveries. The company operates in the United States, Mexico, France, and South America. FirstCity Financial is headquartered in Waco, Texas.
GSC INVESTMENT CORP (GNV)
GSC Investment Corp. is a business development company. The public investment firm specializes in buyout, acquisition, growth, recapitalization, and note financing transactions of middle market companies. It typically seeks to invest in companies that have an EBITDA between $5 million and $50 million. The firm structures its investments as debt and equity investments primarily by investing in first and second lien loans, mezzanine debt, senior secured bonds, unsecured bonds, and preferred and common equity. GSC Investment Corp. is based in New York, New York.
FRANKLIN RESOURCES INC (BEN)
Franklin Resources, Inc., doing business as Franklin Templeton Investments, operates as an asset management company. It operates in two segments, Investment Management and Related Services, and Banking/Finance. The Investment Management and Related Services segment provides investment management and fund administration services, and other related services, including shareholder services, transfer agency, underwriting, distribution, custodial, trustee, and other fiduciary services to open-end and closed-end investment companies, including retail mutual funds; institutional accounts; and families, individuals, and separate accounts in the United States and internationally. The Banking/Finance segment provides retail-banking and consumer lending services, including automotive lending related to the purchase, securitization, and servicing of retail installment sales contracts; consumer credit and debit cards; real estate equity lines; and home equity/mortgage lending. It offers its services to individuals, foundations, and institutions in the United States, Canada, the Bahamas, Europe, Asia, South America, Africa, and Australia. Franklin Resources was founded in 1947 and is headquartered in San Mateo, California.
U.S. GLOBAL INVESTORS INC (GROW)
U.S. Global Investors, Inc. through its wholly owned subsidiaries, provides mutual fund management services. It provides investment advisory services to institutions and individuals; transfer agency and record keeping services; mailing services; and distribution services to mutual funds advised by the company. The company primarily invests in early-stage or start-up businesses. U.S. Global Investors was founded in 1968 and is headquartered in San Antonio, Texas.
ALLIANCE CAPITAL MANAGEMENT HOLDING L.P (AB)
AllianceBernstein Holding L.P. and its subsidiaries provide investment management and related services to institutional clients, retail clients, and private clients in the United States and internationally. It offers institutional investment services, including separately managed accounts, sub-advisory relationships, structured products, group trusts, mutual funds, and other investment vehicles to unaffiliated corporate and public employee pension funds, endowment funds, domestic and foreign institutions, and governments and affiliates. The company's retail services individual investors comprise retail mutual funds sponsored by AllianceBernstein, its subsidiaries, and its affiliated joint venture companies, sub-advisory relationships with mutual funds sponsored by third parties, and separately managed account programs sponsored by various financial intermediaries. It provides separately managed accounts, hedge funds, mutual funds, and other investment vehicles for private clients, including high-net-worth individuals, trusts and estates, charitable foundations, partnerships, private and family corporations, and other entities. It also offers in-depth and independent fundamental research, portfolio strategy, trading, and brokerage-related services to institutional investors. In addition, AllianceBernstein provides distribution, shareholder servicing, and administrative services to its sponsored mutual funds. The company was founded in 1987. It was formerly known as Alliance Capital Management Holding L.P. and changed its name to AllianceBernstein Holding L.P. in 2006. AllianceBernstein is based in New York, New York.
Lazard, Ltd., through its subsidiaries, operates as a financial advisory and asset management firm. It offers an array of financial advisory services regarding mergers and acquisitions, restructurings, and various other corporate finance matters for corporate, partnership, institutional, government, and individual clients. The company's services include evaluating potential acquisition targets; providing valuation analyses; evaluating and proposing financial and strategic alternatives; and rendering opinions. In addition, Lazard provides investment management and advisory services to institutional clients, financial intermediaries, private clients, and investment vehicles worldwide. The company has operations in Europe, North America, Asia, and Australia. Lazard has a strategic alliance with MBA Banco de Inversiones regarding the provision of cross-border advisory services to institutions investing in companies in Argentina and to Argentine corporates investing abroad. Lazard was founded in 1848 and is based in New York City.
PIPER JAFFRAY COMPANIES (PJC)
Piper Jaffray Companies provides securities brokerage, investment banking, and related financial services to individuals, corporations, and public sector and nonprofit entities in the United States. It operates through three segments: Capital Markets, Private Client Services, and Corporate Support and Other. Capital Markets segment offers equity and fixed income financial advisory, capital-raising, and trade execution services for public and private corporations, public entities, nonprofit clients, institutional investors, and retail clients. In addition, this segment provides financial advisory services relating to mergers and acquisitions to consumer, financial institutions, health care, and technology industries, as well as companies in other industries; underwrites debt issuances; and offers interest rate risk management services for government and nonprofit clients. Private Client Services segment provides individual investors with financial advice, and investment products and services, including equity and fixed income securities, mutual funds, and annuities. Corporate Support and Other segment represents business activities managed on an enterprise-wide basis, including administrative support functions, such as finance, legal, and human resources. This segment also includes its private equity and venture capital businesses and its investments in private equity and venture capital funds. Piper Jaffray was founded in 1895 and is headquartered in Minneapolis, Minnesota.
THE BLACKSTONE GROUP L.P (BX)
The Blackstone Group L.P., through its subsidiaries, provides alternative asset management and financial advisory services worldwide. It operates in four segments: Corporate Private Equity, Real Estate, Marketable Alternative Asset Management, and Financial Advisory. The Corporate Private Equity segment engages in private equity investing through five general private equity funds and one specialized fund focusing on media and communications-related investments. Its corporate private equity funds pursue various transactions, including leveraged buyout acquisitions of seasoned companies, transactions involving start-up businesses in established industries, turnarounds, minority investments, corporate partnerships, and industry consolidations. The Real Estate segment manages six general real estate opportunity funds and two internationally focused real estate opportunity funds. Its real estate opportunity funds invest in lodging, urban office buildings, residential properties, distribution, and warehousing centers, as well as various real estate operating companies. The Marketable Alternative Asset Management segment engages in the management of funds of hedge funds, mezzanine funds and senior debt vehicles, proprietary hedge funds, and publicly-traded closed-end mutual funds. The Financial Advisory segment provides mergers and acquisitions advisory services, restructuring and reorganization advisory services, and fund placement services for alternative investment funds. Blackstone Group Management L.L.C. operates as the general partner of the company. The Blackstone Group L.P. was founded in 1985 and is headquartered in New York, New York with additional offices in Atlanta, Boston, Chicago, Dallas, Los Angeles, San Francisco, London, Paris, Mumbai, and Hong Kong.
Cohen & Steers, Inc., together with its wholly owned subsidiaries, operates as a manager of equity portfolios primarily in the United States. It specializes in the United States real estate investment trusts, global real estate securities, preferred securities, utilities, and other common stocks. The company serves individual and institutional investors through a range of open-end mutual funds, closed-end mutual funds, and institutional separate accounts. As of January 31, 2005, Cohen & Steers provided advisory and administrative services to eight closed-end mutual funds and five open-end mutual funds. The company also offers various services for unit investment trusts. In addition, it maintains a proprietary index, Cohen & Steers Realty Majors Index, for the iShares Cohen & Steers Realty Majors Index Fund. Further, Cohen provides a range of services in the areas of mergers and acquisitions, restructurings, and capital raising to companies in real estate and real estate intensive businesses. The company offers these services and products through brokerage firms, registered investment advisors, and institutional investors. Cohen & Steers also operates in Hong Kong. The company is headquartered in New York City.
EVERCORE PARTNERS INC (EVR)
Evercore Partners, Inc. operates as an investment banking boutique that provides advisory services to multinational corporations on mergers, acquisitions, divestitures, restructurings, and other strategic corporate transactions. The company offers strategic and tactical advice to public and private companies, as well as advises corporate officers and boards of directors in devising strategies for enhancing shareholder value; and corporate finance and private equity advisory services in Europe. It also provides investment management services, including management of private equity funds and public securities for institutional investors and high net worth investors, including corporate and public pension funds, endowments, foundations, insurance companies, and family offices. The company's private equity funds focus on the middle market. Evercore Partners serves various clients from its offices in New York, Los Angeles, San Francisco, London, Mexico City, and Monterrey. The company was founded in 1996 and is headquartered in New York, New York.
RESOURCE AMERICA INC (REXI)
America, Inc. operates as an asset management company. The company, through its subsidiaries, operates in three segments: Financial Fund Management; Real Estate; and Equipment Finance. The Financial Fund Management segment engages in the formation and collateral management of structured financial products and of issuers of collateralized debt obligations, such as trust preferred securities, asset backed securities, leveraged loans, private equity, commercial mortgage backed securities, residential mortgage backed securities, collateralized debt obligations, and home equity loans. The Real Estate segment focuses on the acquisition of multifamily properties on behalf of the limited partnership investment funds it sponsors. The Equipment Finance segment offers small ticket equipment leases to the small to mid-sized business market through the formation of strategic marketing alliances. Resource America was founded in 1966 and is based in Philadelphia, Pennsylvania.
HIGHLAND DISTRESSED OPPORTUNITIES INC (HCD)
No description available.
PENSON WORLDWIDE INC (PNSN)
Penson Worldwide, Inc., through its subsidiaries, provides a range of securities and futures processing infrastructure products and services to the securities and investment industry. The company's products and services include securities and futures clearing services, such as integrated trade execution, clearing and custody services, trade settlement, customer account processing, and customized data processing services; margin lending; facilities management; technology and data products that include customizable front-end trading platforms; execution routing services; Internet account portfolio information services; holding and safeguarding securities and cash deposits; securities lending and borrowing; and proprietary trading services. It also supports trading in multiple markets, multiple investment products, and multiple currencies. In addition, the company offers various front-end trading software products. It serves online, direct access, and traditional retail brokers; banks; institutional brokers; securities exchanges, such as the CBOE; broker-dealers specializing in option trading; hedge funds; algorithmic traders; and financial technology firms in the United States, Canada, Europe, and Asia. The company was founded in 1995 and is headquartered in Dallas, Texas.
FBR CAPITAL MARKETS CORPORATION (FBCM)
FBR Capital Markets Corporation provides investment banking, institutional sales, trading, research, and asset management services in the United States and internationally. The company provides capital raising services, including underwriting and placement of public and private equity and debt; strategic financial advisory services, including merger and acquisition advisory services, and restructuring and strategic alternative assessment and implementation services; institutional sales and trading services; research coverage; asset management services through a group of proprietary mutual funds, private equity funds, hedge funds, and funds of funds, and private wealth management services to high net worth individuals, families, foundations, pension funds, endowments, and other private entities; and merchant banking and other strategic direct investment services. It primarily focuses on the consumer, diversified industrials, energy and natural resources, financial institutions, healthcare, insurance, real estate, and TMT sectors. The company was founded in 2006 and is headquartered in Arlington, Virginia. FBR Capital Markets Corporation is a subsidiary of FBR TRS Holdings, Inc.
W.P. STUART & CO. LTD (WPL)
W.P. Stewart & Co., Ltd., through its subsidiaries, operates as an asset management company. It provides research-intensive equity investment management services that include investment advisory and related services, as well as securities brokerage services. The company's clients primarily include high net-worth individuals and trusts, partnerships, private corporations, other entities, and institutions worldwide. The company is headquartered in Hamilton, Bermuda.
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