
Davis Selected Advisers LP was founded in 1969 and is based in Tucson, Arizona. Davis Selected Advisers LP is an employee owned investment manager. The firm primarily provides its services to individuals, including high net worth individuals. It also manages accounts for investment companies, pension and profit sharing plans, pooled investment vehicles, charitable organizations, corporations, and state or municipal government entities. The firm manages separate client-focused equity portfolios. It also manages mutual funds. The firm invests in the public equity and alternative investment markets across the globe. For alternative investment, it invests in the real estate markets. The firm invests in value stocks of small-cap, mid-cap and large-cap companies to make its investments. It employs fundamental research, using both quantitative and qualitative techniques with a combination of bottom-up and top-down approach to make its investments.

The Bank of New York Mellon Corporation was founded in 1784 and is headquartered in New York, New York. The Bank of New York Mellon Corporation (BNY Mellon) is a global financial services company. The Company’s two principal banks are The Bank of New York Mellon, which houses its institutional businesses, including Asset Servicing, Issuer Services, Treasury Services, Broker-Dealer and Advisor Services and the bank-advised business of Asset Management, and BNY Mellon, National Association (BNY Mellon, N.A.), a nationally chartered bank, which houses its Wealth Management business. Its United States bank subsidiaries engage in trust and custody activities, investment management services, banking services and various securities-related activities. As of December 31, 2009, it had two United States trust companies: The Bank of New York Mellon Trust Company, National Association and BNY Mellon Trust Company of Illinois. The Company operates in seven segments: Asset Management, Wealth Management, Asset Servicing, Issuer Services, Clearing Services, Treasury Services and Other.

Laird Norton Tyee Trust Company (LNTyee) caters to the ultra-wealthy. Laird Norton Tyee Trust company grew out of the private asset management efforts of the Laird and Norton families, northwestern timber-industry pioneers and founders of forest products firms such as General Timber Company and Potlach Lumber. Laird Norton Tyee Trust company (categorized as a multi-family office, or MFO) provides wealth management services, along with such necessities as family governance, financial education, and charitable gift planning. The firm has more than $4 billion in assets under advisement for some 430 clients.

Merriman Curhan Ford Group, Inc. is a financial services holding company that provides equity research, capital markets services, corporate and venture services, and investment banking through its operating subsidiary, Merriman Curhan Ford & Co. (MCF). MCF is an investment bank and securities broker-dealer focused on fast-growing companies and institutional investors. It provides equity research, brokerage and trading services to institutions, as well as investment banking and advisory services to corporate clients. Its investment bank / broker-dealer segment provides three service offerings: investment banking, brokerage and equity research. During the year ended December 31, 2009, the Company sold the operating assets of Panel Intelligence, LLC, and discontinued operations of MCF Asset Management, its subsidiary which managed investment products. In January 2009, it sold the primary assets related to the ICD operations.

Chuan Hup Holdings Limited (“CHH”) was founded in 1970 as a tug and barge service provider for the PSA Corporation in Singapore. CHH subsequently developed a core competency in the provision of marine transportation services to the mining and energy sectors within the ASEAN region. In doing so, CHH established itself as one of the leading owners and operators of marine transport equipment to the resource industries. In addition, CHH also has investments in the property and electronics manufacturing services sectors.In the Financial Year ended 30 June 2003, CHH reorganized its marine business into two separate and distinct operations according to industry focus, namely, the offshore support services to the oil and gas industry (held under its then subsidiary CH Offshore Ltd) and marine logistics services and transportation of bulk aggregates. On 14 February 2005, CHH entered into an agreement with Habib Corporation Berhad, pursuant to which Habib Corporation Berhad would acquire from CHH the entire marine logistics business, 29.1% (out of the 52.8% held by CHH) of the issued shares of CH Offshore Ltd and 49.1% of the issued shares of PT Rig Tenders Indonesia held by CHH. On 30 September 2005, CHH completed the above transaction with Habib Corporation Berhad (now known as Scomi Marine Berhad) for SGD $485,621,190 and a 28.9% stake in Scomi Marine Berhad.

Hong Kong-based Heritage International Holdings invests in commercial real estate, securities, media companies, and the gaming industry (including casinos in Macau and lottery-related businesses in China). Heritage International company also provides short-term financing to companies and individuals. It earns revenue from four primary sources: retail property rental income, interest income from lending money, dividend income from equity investments, and the sale of investments. Among Heritage International company's many holdings, it owns a stake in a lottery-related business (providing primarily lottery ticket sales and outdoor advertising) in the People's Republic of China (PRC).

Kent Financial Services (once known as Texas American Energy) has moved from the oil patch to the financial services field. Kent Financial Services, Inc. holds a majority stake in publicly traded Kent International Holdings (formerly Cortech), which scrapped its pharmaceutical research and is seeking new business opportunities in the US and China. Kent Financial Services, Inc. in 2010 also scrapped subsidiary Kent Educational Services, which controlled The Academy for Teaching and Leadership, a provider of educational programs for school administrators and teachers. Chairman and CEO Paul Koether owns approximately 60% of Kent Financial Services.

Harry Clark founded Willdan Financial Services in 1988. Willdan Financial Services offers financial and business consulting services to more than 600 cities, counties, housing and state agencies, port authorities, and school districts in nearly 40 states. Willdan Financial specializes in the planning and implementation of taxes and compliance services for municipal bonds. Willdan Financial also offers utility rate analysis, user fee studies, and annexation studies. It operates offices in California, Arizona, Florida, Maryland, New York, and Texas.

Founded in 1932, Duff & Phelps Investment Management Co. is unrelated to investment bank Duff & Phelps Corporation. Duff & Phelps Investment Management manages mutual funds, closed-end funds, and institutional accounts with investments real estate investment trusts (REITs) -- its specialty -- global utilities and infrastructure stocks, large-cap equities, and investment-grade fixed-income products. Clients include individual investors, corporations, retirement funds, endowments, and not-for-profits. A subsidiary of Virtus Investment Partners, the company has approximately $6 billion in assets under management. Both Duff & Phelps and Virtus (formerly Phoenix Investment Partners) were spun off from The Phoenix Companies in 2008.

The TCW Group, Inc. was founded in 1971 and is based in Los Angeles, California with additional offices in Los Angeles, California; New York City; and Houston, Texas. The TCW Group, Inc. operates as a privately owned investment manager. It provides its services to corporate and public pension plans, financial institutions, endowments, foundations, foreign investors, and high net worth individuals. The firm manages separate client focused equity, fixed income, and balanced portfolios. It also manages mutual funds for its clients. The firm invests in the public equity and fixed income markets across the globe. It invests in the growth and value stocks of small cap, mid cap, and large cap companies while making its equity portfolios. The firm also invests in fixed income securities, including corporate bonds, mortgage backed securities, and floating rate debt obligations. For its alternative investing, it also does mezzanine investing and invests in special situations, energy, and infrastructure sectors.
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