Perkins Investment Management LLC (Perkins), one of the industry’s leading managers of value investing strategies, has appointed former Callan Associates vice president Ron Zia as client portfolio manager.
Zia will provide institutional investment consultants, including manager research professionals and field consultants, with guidance on Perkins’ value investment capabilities. He will also serve as an internal resource for Perkins’ institutional sales, portfolio management and client service professionals, facilitating their interactions with the institutional consultant community. Based in Perkins’ home office in Chicago, Zia will report to Peter Q. Thompson, chief executive officer.
“We’re thrilled to have such a seasoned investment professional joining Perkins to help us enhance our focus on the consultant marketplace,” said Thompson. “As a former consultant himself, Ron understands firsthand the challenges of plan sponsors and will be a great addition to our client service team.”
Prior to joining Perkins, Zia spent 14 years with Callan Associates where he served as vice president and investment consultant. Most recently, Zia was responsible for consultant relations and institutional marketing for Los Angeles-based Bradford & Marzec. Zia has nearly 20 years of industry experience including positions with Merrill Lynch Investment Managers and ING Investment Management.
Zia earned a master of business administration from DePaul University’s Kellstadt Graduate School of Business and a bachelor of science in finance from the University of Illinois at Chicago.
About Perkins Investment Management LLC
Celebrating its 30-year anniversary, Perkins Investment Management LLC (Perkins) is a respected value equity manager with $16.1 billion in assets as of June 30, 2010. The firm uses a bottom-up approach to build diversified portfolios of what it believes to be high quality, undervalued stocks with favorable reward-to-risk characteristics. Perkins believes that rigorous downside analysis conducted prior to determination of upside potential helps to mitigate losses during difficult markets and compound value over time. Perkins is an indirect subsidiary of Janus Capital Group which has an approximate 78% ownership stake in Perkins.
About Janus Capital Group Inc.
Janus Capital Group Inc. (JCG) is a global investment firm that offers financial advisors, their clients and institutional investors strategies from three individual investment boutiques: Janus Capital Management LLC (Janus), INTECH Investment Management LLC (INTECH) and Perkins Investment Management LLC (Perkins). Each manager employs a research intensive approach that is distinct within its respective asset class. This multi-boutique approach enables the firm to provide style-specific expertise across an array of strategies, including growth, value and risk managed equities, fixed income and alternatives through one common distribution platform.
At the end of June 2010, JCG managed $147.2 billion in assets for shareholders, clients and institutions around the globe. Based in Denver, JCG also has offices in London, Milan, Munich, Singapore, Hong Kong, Tokyo and Melbourne.
Please consider the charges, risks, expenses and investment objectives carefully before investing. For a prospectus containing this and other information, please call Janus at 1-877-335-2687 or download the file from janus.com. Read it carefully before you invest or send money.
Janus Distributors LLC 151 Detroit Street Denver, CO 80206 (8/10)
Rona Gilbert, 303-336-4566