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The Lovell Minnick Portfolio

• Fund III
• Fund II
• Fund I

Active Portfolio Companies

ClariVest is an investment manager that combines quantitative and intuitive approaches to managing global stock portfolios. Fund II Details	Dahlman Rose is a research-driven investment bank focused on transportation, infrastructure and the global supply chain. Fund III Details	Duff & Phelps is a leading provider of financial advisory services focusing on transactions, valuations, restructuring and taxation. Fund I, Fund II Details	First Allied is an independent broker / dealer providing investment products, training and support to independent financial advisors. Fund III Details	H.D. Vest is an independent broker / dealer providing investment products, training, and support to tax professionals that deliver financial solutions to clients. Fund III Details	Leerink Swann is an award-winning investment bank serving investors and companies in the life sciences and healthcare sector. Fund II Details
Matthews is the US’s largest Asian markets investment management firm and sponsors the Matthews Asia Funds. Fund III Details	Mercer provides wealth management, financial planning and practice management consulting services to specialist professionals. Fund II Details	PlanMember markets, administers and manages retirement plan investment products for individuals, affinity groups and employers. Fund II Details	Seaside delivers private banking, lending and wealth management services to high net worth individuals and businesses in Florida. Fund II Details	UNX provides proprietary equities trading solutions and trade execution services for institutional investors and securities brokers. Fund I Details

Select Realized Portfolio Companies

ALPS , a provider of administration and distribution services to the investment management industry, was acquired by DST Systems in 2011. Details

Arrowstreet, a global investment manager, reacquired LMP’s interest in a recapitalization in May 2007. Details

AssetMark, a manager and distributor of investment products, was acquired by Genworth Financial in October 2006. Details

Atlantic manages fixed income, risk management and special opportunity strategies for institutional investors. Details

Berkeley sold its two investment divisions to Forward Management in 2008 and to M&I Bank in 2009 respectively. Details

Stein Roe, a private client asset management firm, was acquired by Invesco's Atlantic Trust in March 2004. Details