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New, familiar names; Equities: Real estate portfolios supplant energy, small caps atop list of biggest gainers.(Special Report: Top-Performing Managers)
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Pensions & Investments
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November 13, 2006
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Copyright informationCOPYRIGHT 2006 Crain Communications, Inc. This material is published under license from the publisher through the Gale Group, Farmington Hills, Michigan. All inquiries regarding rights should be directed to the Gale Group. (Hide copyright information)
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Byline: Jenna Gottlieb
There's a changing of the guard as specialty real estate portfolios dethroned small-cap equity and energy strategies as the top-performing equity separate accounts for the year ended Sept. 30, according to data released by Morningstar Inc.
The latest data signaled a change in the Morningstar Separate Account/Commingled Fund Database. For the third quarter, nine out of the top 10 were real estate portfolios. But for the year ended June 30, five of the top 10 best-performing accounts were small-cap portfolios, while three of the top performers came from the energy category.
Cohen & Steers Capital Management Inc., New York, led all U.S. stock ...