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Nikko Asset Management Co. Ltd. was founded on December 1, 1959 and is based in Tokyo, Japan. Nikko Asset Management Co. Ltd. is an asset management arm of The Sumitomo Trust and Banking Co., Ltd. It provides its services primarily to pooled investment vehicles. The firm also caters to pension and profit sharing plans, banking or thrift institutions, charitable organizations, state or municipal government entities, government affiliated agencies, and other businesses. It manages separate client focused equity and fixed income portfolios. The firm also manages investment trusts and exchange traded funds for its clients. It invests in the public equity, fixed income, and real estate markets of Asia including Japan. The firm invests in growth and value stocks of small and mid cap companies. It employs a combination of fundamental and quantitative analysis alongwith a bottom-up stock selection approach while making its investments.

Nuveen Investments was founded in 1898 and is based in Chicago, Illinois. Nuveen Investments, Inc. is a privately owned investment manager. The firm provides its services to public pension funds, university endowments, foundations, insurers, high-net-worth individuals, and institutional investors. It manages closed-end exchange-traded funds, mutual funds, and hedge funds for its clients. The firm also manages equity, fixed income, and balanced portfolios. It invests in the public equity and fixed income markets across the globe. The firm primarily invests in growth stocks of large-cap companies and value stocks of multi-cap companies with a focus on large-cap and small-cap companies. It in invests in national and state-specific municipal securities to make its fixed income investments.

NWQ Investment Management was founded in 1982 and acquired by Nuveen Investments in 2002. NWQ Investment Management serves institutional investors such as corporations, endowments, foundations, high-net-worth individuals, multi-employer plans, and public entities. A value-oriented, long-term investor, the firm focuses on what it perceives to be underpriced equities of all market capitalizations. It also utilizes a core fixed-income strategy and provides access to alternative investments. NWQ Investment Management Company has approximately $37 billion in assets under management.

Oak Associates, ltd. is a nationally recognized growth equity investment advisor. From its founding in 1985, Oak Associates has provided quality growth portfolios to national endowments, public pension plans, private clients, and mutual fund investors. A concentration in key growth areas, diligent research and a focus on a long-term performance have been integral to the company’s success.The firm has managed a ‘best-ideas’ portfolio for institutional clients under a large-cap growth approach since its inception in 1985. Oak Associates expanded its institutional strategies to include a small-cap growth portfolio in 2009. The small-cap growth strategy was launched in 2005 and offered to retail investors through Oak’s family of no-load mutual funds. Oak Associates also provides health care and technology sector-specific strategies through subadvisor relationships or direct accounts.

OAM Avatar is owned by Overture Asset Managers. OAM Avatar, LLC company offers investments, analysis, and brokerage services for financial planners, institutions, wrap brokerage sponsors, and private clients. It manages more than $1 billion in assets from a portfolio that includes Microsoft, Bank of America, United Technologies, Target, and Johnson & Johnson. Products include equity and balanced brokerage programs, defensive and core equity, mutual funds, and customized services for private clients.

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