Asset Managers

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Updated:
11/19/02
CH SR DSC LT JB JB
JB
S&P
NASDAQ
MSCI
Management
Company
Investment
Counsel
Private
Inv. Counsel
Management
Associates
New York New York New York 500 Comp. EAFE

Founded

Staff

Assets


Minimums

Fee
Minimum

1971

12

600 mio


500k

1–1/2%
5,000

1932

180/25

9,000/
1,000 mio

1000k

1–0.50%
10,000

1919

400/11

17 Bio


2000k

1–0.40%
20,000

1974

9

500 mio


500k

1–5/8%

1940

230

 


2000k

1–1/2%
15,000

1940

230

 


2000k

1–1/2%
15,000

1940

230

 


2000k

1–1/2%
15,000

     
Style Large Cap
Value Oriented
Large/Mid Cap
Gro/Val 65/35
Large Cap
Gro/Val 60/40
All Cap
Growth Oriented
US Equity Global International      
Strategy Conservative
Protection princ.
Top down
Turnover low
Preservation Cap. Long Term Inv.
75–90% LC
10–25% Opport.
Turnover 25%
Growth
Value
Momentum
Bottom Up
Buy & Hold
Turnover low
10–20 positions
Buy at right price
LT Cap Growth LT Cap Growth LT Cap Growth      

Performance

2002
2001
2000
1 year
3 years
5 years
10 years

Jan 30/02


-4.10%
-5.19%

-2.10%
8.40%
13.90%

Sep 30/02

-25.00%
-11.60%
-7.46%
-16.90%
-7.60%
4.00%

Sep 30/02

-27.18%
-15.79%
-1.91%
-18.76%
-10.50%
0.11%
9.29%

Sep 30/02

-8.30%
4.71%
15.58%
-8.30%
9.77%
10.65%
14.24%

Sep 30/02

-26.79%
-5.07%
4.29%
-26.79%
-6.39%
1.97%

Sep 30/02

-18.35%
-16.34%
-6.31%
-18.35%
-2.94%
4.10%

Sep 30/02

-9.84%
-20.14%
-12.23%
-9.84%
-1.25%
4.10%

Sep 30/02

-28.16%
-11.88%
-9.07%
-19.36%
-16.56%
-1.75%
0.11%

 


-21.05%
-39.30%

Sep 30/02

-21.03%
-21.44%
-14.17%
-15.53%
-14.60%
-5.65%
2.95%

Kampfen Investment Services
415-383-1744
pius@kampfen.com