MILWAUKEE, March 30 /PRNewswire-FirstCall/ -- M&I
Investment Management Corp. (M&I IMC) today announced that the
M&I Growth Opportunities Strategy and the M&I Small-Cap
Growth Strategy were recently recognized as top 10 performers on
the PSN Top Guns list by leading industry analyst, Informa
Investment Solutions. The M&I IMC investment strategies
received recognition for peer group performance through
December 31, 2009.
The M&I Growth Opportunities Strategy ranked 10th by best
information ratio numbers with annual returns that exceeded the
style benchmark for the latest three-year rolling periods in the
PSN Large Cap Growth Universe. The strategy is managed by Bill
O'Connor, CFA, with support from Jeffrey I.
Rogers, analyst, and members of M&I's equity research
team.
"Large-cap stocks are, in general, extremely sensitive to the
broad economic/business cycle," said O'Connor. "By evaluating
economic indicators and market trends, the investment team can
identify specific companies most likely to out-perform during the
relevant stage of the economic cycle."
The M&I Small-Cap Growth Strategy placed 7th based on
quarterly returns within the Small Cap Growth Universe and is
co-managed by Ken Salmon and
Patrick Gundlach, CFA, with the
support of analysts Bryan J. Bigari,
CFA; Ryan P. Bushman, CFA; and
Earl R. DeLaet, CFA.
"We believe long-term stock performance follows improving
fundamentals and the market often underestimates the magnitude and
duration of changing fundamentals," said Salmon.
Gundlach continued, "We look for 'explainable growth' and avoid
stocks with rising values based solely on the opinion or
speculation of others."
"We are pleased to be recognized by Informa Investment
Solutions' PSN as a top-performer in 2009," said Tommy Huie, president and chief investment
officer of M&I Investment Management Corp. "This recognition
validates our commitment to effectively manage our clients'
portfolios, and the value we place on our relationships with
advisors, consultants, and institutional clients."
The Investment Manager Top Guns list is powered by PSN, an
investment manager database produced by Informa Investment
Solutions, Inc.
About M&I Investment Management Corp.
M&I Investment Management Corp., an SEC-registered
investment advisor, is one of the affiliates of Marshall &
Ilsley Corporation (NYSE: MI) marketed under the brand name M&I
Wealth Management. M&I Wealth Management has over 1,500
associates, $122 billion in assets
under administration and $32 billion
in assets under management as of December
31, 2009. M&I Wealth Management is a leading provider of
trust, investment management and banking services to corporations,
institutions and affluent individuals. As noted above,
M&I Wealth Management offers products and services through
various affiliates of Marshall & Ilsley Corporation, including
Marshall & Ilsley Trust Company N.A., M&I Investment
Management Corp., M&I Financial Advisors, Inc. (member
FINRA/SIPC, maintaining its principal offices at 111 E. Kilbourn
Ave., Milwaukee, WI 53202), North
Star Trust Company, North Star Deferred Exchange Corp. and Taplin,
Canida & Habacht, LLC. Insurance coverage is underwritten
by a number of insurers. Insurance products are the
obligation of the insurance company. Banking products and services
are provided by M&I Marshall & Ilsley Bank or M&I Bank
FSB, Members FDIC.
© 2010 Marshall & Ilsley Corporation
Investment products are: Not FDIC insured | No bank
guarantee | May lose value
The PSN Small Cap Growth Universe, the PSN Large Cap Growth
Universe and rankings were created using the PSN Enterprise
Software. PSN Enterprise is independently maintained by Informa
Investment Solutions from investment manager submissions to the PSN
database. A fee was paid to the firm for the use of the software.
Rankings are based on performance results that are gross of
fees.
For the 1-year period ending 12/31/09, the M&I Growth
Opportunities Strategy ranked 84 out of 362 managers within
the PSN Large Cap Growth Universe. For the 3-year period, it ranked
65 out of 347. For the 5-year period it ranked 64 out of 321. For
the 10-year period it ranked 118 out of 237.
For the 1-year period ending 12/31/09, the M&I Small-Cap
Growth Strategy ranked 40 out of 225 managers within the PSN Small
Cap Growth Universe. For the 3-year period it ranked 17 out of 210
managers. For the 5-year period it ranked 19 out of 190
managers. For the 10-year period it ranked 34 out of 128
managers.
SOURCE Marshall & Ilsley Corporation