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Masters of the Deal: Part 2 Excellent Corporate Portfolio Managers (ECPMs )

Company name Country Sector Industrials A. O. Smith Corporation United States Industrials Aalberts Industries Netherlands Industrials ABB Industrials ABB Grain Consumer Goods Abbott Laboratories United States Healthcare ABC Learning Centres Australia Consumer Services Abengoa Spain Oil & Gas Aberdeen Asset Management Great Britain Financials ABN Amro Netherlands Financials Abraxis BioScience United States Healthcare Accell Group Netherlands Consumer Goods Accor Consumer Services Accordia Golf Japan Consumer Services ACE United States Financials ACEA Italy Utilities ACI Worldwide United States Technology Ackerley Communications United States Consumer Services Actuant United States Industrials Addtech Sweden Industrials Admiral Great Britain Technology ADP United States Industrials Adscene Group Great Britain Consumer Services Advanced Computer Software Group Great Britain Technology Advanced Semiconductor Engineer Taiwan Technology Adways Japan Consumer Services Aegis Group Great Britain Consumer Services Aeon Japan Consumer Services AF Sweden Industrials Affiliated Computer Services United States Industrials AG Growth International Canada Industrials Agere Systems United States Technology Great Britain Industrials AGRA Industries Canada Industrials Ahlstrom Finland Basic Materials Ahrend Netherlands Consumer Goods Air Products & Chemicals United States Basic Materials Air Water Japan Basic Materials Group Netherlands Industrials AirTouch Communications United States Telecommunications Akka Technologies France Industrials Akzo Nobel Netherlands Basic Materials National Bancorporation United States Financials Alberta Energy Canada Oil & Gas Alderwoods Group United States Consumer Services Alere United States Healthcare Masters of the Deal: Part 2 Excellent Corporate Portfolio Managers (ECPMs )

Company name Country Sector Aleris International United States Basic Materials Alfa Laval Sweden Industrials Alfresa Holdings Japan Healthcare All Waste United States Industrials Allco Finance Group Australia Financials Allergan United States Healthcare Alliance Great Britain Consumer Services Alliance Data Systems United States Industrials Allied Domecq Great Britain Consumer Goods Allied Waste Industries United States Industrials Alloy United States Consumer Services Alltel United States Telecommunications Alltele Sweden Telecommunications Alma Media Finland Consumer Services Alpha Natural Resources United States Basic Materials Consumer Services AltaGas Canada Oil & Gas Altiris United States Technology Altran Technologies France Technology Altria Group United States Consumer Goods Alvis Great Britain Industrials Amaya Gaming Group Canada Consumer Services Ambishus Pub Company Great Britain Consumer Services Australia Industrials Amec Great Britain Oil & Gas Amegy Bancorp United States Financials America Movil Mexico Telecommunications American Express United States Financials American Precision United States Industrials American Radio Systems United States Consumer Services American Water Works United States Utilities AmerisourceBergen United States Consumer Services AMETEK United States Industrials AMFM United States Consumer Services Amgen United States Healthcare Amvestors Financial United States Financials Anadarko Petroleum United States Oil & Gas Analysis & Technology United States Industrials Ancom Logistics Malaysia Industrials Angle Energy Canada Oil & Gas Anglo American Great Britain Basic Materials Anixter International United States Industrials Anteon International United States Technology AOL United States Technology Apache United States Oil & Gas APF Energy Canada Oil & Gas Masters of the Deal: Part 2 Excellent Corporate Portfolio Managers (ECPMs )

Company name Country Sector Applied Science & Technology United States Technology April France Financials APV Great Britain Industrials Aqua America United States Utilities Ara Asset Management Singapore Financials Arbor United States Basic Materials ARC Resources Canada Oil & Gas Arcadia Group Great Britain Consumer Services Arcadis Netherlands Industrials Arch Chemicals United States Basic Materials Ardent Software United States Technology Arkema France Basic Materials Armtec Infrastructure Canada Industrials Aros Quality Group Sweden Industrials Arrium Australia Basic Materials Great Britain Consumer Services Arseus Belgium Healthcare Aryzta Switzerland Consumer Goods Asahi Japan Industrials Asahi Group Holdings Japan Consumer Goods Asahi Kasei Japan Basic Materials Ascend Communications United States Technology Asda Group Great Britain Consumer Services Ashcourt Holdings Great Britain Financials Ashland United States Basic Materials Ask Jeeves United States Technology Assa Abloy Sweden Industrials AstraZeneca Great Britain Healthcare Astrotech International United States Industrials Athena It Denmark Technology Athenahealth United States Technology Atheros Communications United States Technology Athlon Holding Netherlands Financials Great Britain Industrials Atlan Holdings Malaysia Industrials Atlantic Power Canada Utilities Atos France Technology Atrium Innovations Canada Consumer Goods Ault Foods Canada Consumer Services Aurelius Financials Ausdoc Group Australia Technology Austin Engineering Australia Industrials Australia and Banking Group Australia Financials AuthenTec United States Technology Autonomy Corporation Great Britain Technology Avaya United States Technology Masters of the Deal: Part 2 Excellent Corporate Portfolio Managers (ECPMs )

Company name Country Sector Avemco United States Financials Aventis France Healthcare Avis Budget Group United States Consumer Services Avis Group Holdings United States Industrials AWG Great Britain Utilities AXA Financial United States Financials Axantis Holding Switzerland Basic Materials B2Gold Canada Basic Materials BAA Great Britain Industrials Babcock & Brown Australia Financials Great Britain Industrials Baldwin Great Britain Consumer Services Bandt Great Britain Industrials of Australia Financials Banque Paribas France Financials Great Britain Financials Barnett Bank United States Financials BARRA United States Technology BASF Germany Basic Materials Bayer Germany Basic Materials BCE Technology Canada Telecommunications BCM Software United States Technology Be Free United States Technology BEA Systems United States Technology Beijing Enterprises Holdings Hong Kong Industrials Bekaert Belgium Industrials Belden United States Industrials Belgacom Belgium Telecommunications BellSouth United States Telecommunications Bendigo & Adelaide Bank Australia Financials Berendsen Great Britain Industrials Bergen Brunswig United States Industrials Berkley Canada Oil & Gas Hathaway United States Financials Bet Great Britain Industrials BG Group Great Britain Oil & Gas BHJ Denmark Consumer Goods BHP Billiton Australia Basic Materials Bidvest Group South Africa Industrials Bill Barrett United States Oil & Gas Bimbo Mexico Consumer Goods BioForm Medical United States Healthcare Biomerieux France Healthcare BJ Services United States Oil & Gas Black Diamond Group Canada Industrials Blackbaud United States Technology Masters of the Deal: Part 2 Excellent Corporate Portfolio Managers (ECPMs )

Company name Country Sector Blackboard United States Technology Blackstone Group United States Financials Blenheim Group Great Britain Consumer Services Blucora United States Technology Great Britain Industrials BMW Germany Consumer Goods BNP Paribas France Financials Boatmens Bancshares United States Financials BOC Group Great Britain Basic Materials United States Industrials Bombardier Canada Industrials Bonduelle France Consumer Goods Boron Lepore & Associates United States Consumer Services Borsumij Wehry Netherlands Industrials Bottomline Technologies United States Technology Boustead Singapore Singapore Industrials Bouygues France Industrials Bowlin Outdoor Adventures & Travel United States Consumer Services BP Great Britain Oil & Gas Bradken Australia Industrials Brambles Australia Industrials Brascan Canada Financials Breitburn Energy Partners United States Oil & Gas Bridon Great Britain Basic Materials Bristile Australia Industrials Myers Squibb United States Healthcare Britax International Great Britain Industrials British Dredging Great Britain Industrials British Fittings Great Britain Industrials British Vita Great Britain Basic Materials Broadcom United States Technology Broadridge Financial Solutions United States Industrials Broker Network Holdings Great Britain Industrials Brook Trout Telecom United States Telecommunications Brookfield Asset Management Canada Financials Bucher Industries Switzerland Industrials Bunge United States Consumer Goods Burkhalter Switzerland Industrials Burlington Resources United States Oil & Gas Burmah Castrol Great Britain Basic Materials BW Techs Canada Industrials C R Bard United States Healthcare Cabot Oil & Gas United States Oil & Gas Cadence Energy Canada Oil & Gas Caesars Entertainment United States Consumer Services Calpine United States Utilities Masters of the Deal: Part 2 Excellent Corporate Portfolio Managers (ECPMs )

Company name Country Sector Calyx Group Technology Cameron International United States Oil & Gas Canada Cartage Canada Financials Canadian Energy Services & Technology Canada Oil & Gas Canadian Hunter Canada Oil & Gas Canadian Natural Resources Canada Oil & Gas CanElson Drilling Canada Oil & Gas Cannons Group Great Britain Consumer Services Cap Gemini France Technology Capio Sweden Healthcare Great Britain Industrials Capital Pub Company Great Britain Consumer Goods CapitalSource United States Financials Carbon Energy United States Oil & Gas Cardinal Health United States Consumer Services Cardno Australia Industrials Care UK Great Britain Healthcare Great Britain Industrials Carl Lamm Holding Sweden Technology Carphone Warehouse Group Great Britain Consumer Services Carson Pirie Scott & Company United States Consumer Goods Cascade Communications United States Industrials CBRE Group United States Financials CBS United States Consumer Services CCF France Financials CCL Industries Canada Industrials CCS Income Trust Canada Oil & Gas CDON Group Sweden Consumer Services Cegid Group France Technology Cell Network Sweden Technology Celsius Sweden Industrials Cencosud Consumer Services Centocor United States Healthcare Central Field United States Financials Great Britain Utilities Century Communications United States Consumer Services Century South Banks United States Financials CenturyLink United States Telecommunications Cerprobe United States Industrials CFM Canada Consumer Goods Challenger Australia Financials Chancellor Delaware Class United States Oil & Gas Charter One Financial United States Financials Chedraui Mexico Consumer Services Great Britain Industrials Chesapeake Energy United States Oil & Gas Masters of the Deal: Part 2 Excellent Corporate Portfolio Managers (ECPMs )

Company name Country Sector Chesnara Great Britain Financials Chevron United States Oil & Gas Water & Drinks United States Financials Chirex United States Healthcare Chloride Group Great Britain Industrials ChoicePoint United States Industrials Chrysalis Great Britain Consumer Services CI Holdings Malaysia Consumer Goods Ciba-Geigy Switzerland Healthcare Citadel Communications United States Consumer Services United States Financials Citrix Systems United States Technology Civica Great Britain Technology Clark Equipment United States Consumer Goods Clean Energy Fuels United States Consumer Services Clearview Cinema Group United States Consumer Services Great Britain Financials CMC Japan Industrials CMG Great Britain Technology CML Healthcare Canada Healthcare CNET Networks United States Consumer Services Coach USA United States Industrials Coastal Contacts Canada Consumer Services Coates Hire Australia Industrials Great Britain Industrials Coca Cola United States Consumer Goods Coca-Cola Amatil Australia Consumer Goods Cocokara Fine Japan Consumer Services Coda Group Great Britain Technology Coleman Cable United States Industrials Colfax United States Industrials Collective Banc United States Financials Colonial Australia Financials Comfort Group Singapore Industrials Commercial Vehicle Group United States Industrials of Australia Australia Financials Compaq Computers United States Technology Compass Minerals International United States Basic Materials Compel Group Great Britain Technology Complete Logistic Services Malaysia Industrials Australia Industrials Compuware United States Technology Comvita New Zealand Consumer Goods ConAgra Foods United States Consumer Goods Concentric Network United States Technology Concerto Software United States Technology Masters of the Deal: Part 2 Excellent Corporate Portfolio Managers (ECPMs )

Company name Country Sector Concho Resources United States Oil & Gas Connaught Great Britain Industrials ConocoPhillips United States Oil & Gas ConocoPhillips Holding United States Oil & Gas Consolidated Media Holdings Australia Consumer Services Consolidated Mining South Africa Basic Materials Constellation United States Consumer Goods Constellation Software Canada Technology Contrans Group Canada Industrials Core Industries United States Industrials Corelogic United States Industrials Core-Mark Holding United States Consumer Services Corestates Financial United States Financials Corporate Travel Management Australia Consumer Services Couche-Tard Canada Consumer Services Coventry Health Care United States Healthcare Covidien United States Healthcare Cozart Great Britain Healthcare CPL Long Term Care Real Estate I Unit Canada Unclassified CRA Managed Care United States Healthcare Crane United States Industrials Credit Lyonnais France Financials Cremonini Italy Consumer Goods Crescent Point Energy Canada Oil & Gas Crestar Financial United States Financials Crestwood Mistream Partners United States Oil & Gas Crew Energy Canada Oil & Gas CRH Great Britain Industrials Critchley Group Great Britain Industrials Great Britain Basic Materials CSG Australia Technology CSG Systems International United States Technology CTI Molecular Imaging United States Healthcare Culligan West Texas Technologies United States Industrials Culture Convenience Club Japan Consumer Services Curtiss-Wright United States Industrials CVS Caremark United States Consumer Services Cyber Agent Japan Technology Cypress Semiconductor United States Technology Cyries Energy Canada Oil & Gas Cytec Industries United States Basic Materials Cytyc United States Healthcare Daikin Industries Japan Industrials Dairy Crest Great Britain Consumer Goods Dana Holding United States Consumer Goods Danaher United States Industrials Masters of the Deal: Part 2 Excellent Corporate Portfolio Managers (ECPMs )

Company name Country Sector Danone France Consumer Goods Danvers Bancorp United States Financials Datagroup IT Services Holding Germany Technology Datamonitor Great Britain Consumer Services Datasul Technology David Brown Group Great Britain Industrials David Lloyd Leisure Great Britain Consumer Services Daylight Energy Canada Oil & Gas DCC Great Britain Industrials DCP Midstream Partners United States Oil & Gas Dealertrack Technologies United States Technology Degussa Germany Basic Materials Del Monte Foods United States Consumer Goods Delft Instruments Netherlands Industrials Delphi Group Great Britain Technology Dena Japan Consumer Services Deposit Guaranty United States Financials Descartes Systems Group Canada Technology Detection Systems United States Industrials Detica Group Great Britain Technology Detour Canada Basic Materials Germany Industrials Energy United States Oil & Gas DFC Global United States Financials DGC One Sweden Telecommunications Great Britain Consumer Goods Diamond Dining Japan Consumer Services Dice Holdings United States Industrials Digital Barriers Great Britain Industrials Diploma Great Britain Industrials Discover United States Financials Dixon Motors Great Britain Consumer Services DJO United States Healthcare DKLS Industries Malaysia Industrials Dl Software France Technology DNB Norway Financials Dobson Communications United States Telecommunications Dominion Resources United States Utilities Dominion Tex Canada Consumer Goods Domino's Pizza Enterprises Australia Consumer Services Dorset Exp Canada Oil & Gas Dorsett Hospitality International Hong Kong Consumer Services Doubleclick United States Consumer Services Doubletree United States Industrials Dover United States Industrials Draka Holdings Netherlands Industrials Masters of the Deal: Part 2 Excellent Corporate Portfolio Managers (ECPMs )

Company name Country Sector Drb-Hicom Malaysia Industrials Dresdner Bank Germany Financials DSC Denmark Industrials DSM Netherlands Basic Materials Duke Energy United States Utilities Dun & Bradstreet United States Consumer Services Duskin Japan Consumer Services E.ON Germany Utilities EAG Great Britain Industrials East West Bank United States Financials Eastman Chemical United States Basic Materials Eaton United States Industrials eBay United States Consumer Services Eclipse Blinds Great Britain Consumer Goods EcoFirst Consolidated Malaysia Industrials Ecolab United States Basic Materials Econocom Group Belgium Technology Edenred France Industrials EDO United States Industrials EDP Energias Portugal Utilities Edper Group Canada Financials Edwards Lifesciences United States Healthcare EFT Group Great Britain Financials eFunds United States Industrials El Paso United States Oil & Gas Elisa Finland Telecommunications Elkem Norway Basic Materials Ellis & Everard Great Britain Basic Materials EMC United States Technology EmCare Holdings United States Industrials Emerson Electric United States Industrials Encore Acquisition United States Oil & Gas Endemol Entertainment Netherlands Consumer Services Enel Italy Utilities Energy Transfer Partners United States Oil & Gas Enermark Canada Financials Engineering Ingegneria Informatica Italy Technology Engtex Group Malaysia Industrials Enquest Great Britain Oil & Gas Enstar Group United States Financials Enterprise Oil Great Britain Oil & Gas Enterprise Products Partners LP United States Oil & Gas Envestnet United States Technology Equifax United States Financials Eriks Netherlands Industrials Erith Great Britain Industrials Masters of the Deal: Part 2 Excellent Corporate Portfolio Managers (ECPMs )

Company name Country Sector Esporta Great Britain Consumer Services Essef United States Industrials Essential Energy Services Canada Industrials Plc Great Britain Industrials Essilor International France Healthcare Estacio Participacoes Brazil Consumer Services Esterline Technologies United States Industrials Etika International Holding Singapore Consumer Goods Eurasian Natural Resources Corporation Great Britain Basic Materials Eurocash Poland Consumer Services Eurofins Scientific France Healthcare Europeenne Casinos France Consumer Services EV Energy Partners United States Oil & Gas Evans Deakin Industries Australia Industrials Eve Group Great Britain Industrials Evergreen Resources United States Oil & Gas Excite United States Technology EXCO Resources United States Oil & Gas Exel Great Britain Industrials Exide Elton Group United States Industrials Great Britain Industrials Expert Norway Consumer Services International Great Britain Oil & Gas Exxon Mobil United States Oil & Gas F & M National United States Financials F&M Bank United States Financials Factual Data United States Technology Fairfield Enterprises Great Britain Industrials Fast Search And Transfer Norway Technology FCNB United States Financials Ferrovial Spain Industrials Fiberweb Great Britain Industrials Fibreboard United States Industrials FICO United States Technology Fidelity National Information Services United States Industrials Fimalac France Financials Fineco Italy Financials Finelist Group Great Britain Consumer Services First Data United States Industrials First National Bank of Florida United States Financials First Niagara Financial Group United States Financials First Technology Great Britain Industrials Fiserv United States Industrials Great Britain Healthcare FleetCor Technologies United States Industrials New Zealand Industrials Masters of the Deal: Part 2 Excellent Corporate Portfolio Managers (ECPMs )

Company name Country Sector Flint Energy Services Canada Oil & Gas Flir Systems United States Industrials Flsmidth & Co. Denmark Industrials Fluke Corporation United States Industrials Foodbrands America United States Consumer Goods Foodland Associated Australia Consumer Services FORE Systems United States Technology Fortum Finland Utilities Forward Group Great Britain Industrials Foster's Group Australia Consumer Goods Fotolabo Switzerland Industrials Franco- Canada Financials Fraser And Neave Singapore Industrials Freebit Japan Technology Freedom Group Australia Consumer Services Freightways New Zealand Industrials Fresenius Germany Healthcare Frontier United States Telecommunications FTD Group United States Consumer Services Fugro Netherlands Oil & Gas Fujitsu Japan Technology Fullcast Holdings Japan Industrials Fuqua Enterprises United States Healthcare Furukawa Electric Japan Industrials Futureone Australia Healthcare Switzerland Consumer Services Gambro Sweden Healthcare Gamesa Spain Oil & Gas Gannett United States Consumer Services GDF SUEZ France Utilities Gea Group Germany Industrials Geest Great Britain Consumer Goods Gemalto Netherlands Technology United States Industrials General Electric United States Industrials Genesee & Wyoming United States Industrials Genpact United States Industrials Gentek United States Industrials Gentiva Health Services United States Healthcare Genus Great Britain Healthcare Genzyme United States Healthcare Geo Holdings Japan Consumer Services GeoCities United States Technology Georgia Pacific United States Basic Materials Gerard Lighting Group Australia Basic Materials Gesco Germany Industrials Masters of the Deal: Part 2 Excellent Corporate Portfolio Managers (ECPMs )

Company name Country Sector Getinge Sweden Healthcare Getty Images United States Consumer Services Gibson Chemical Industries Australia Basic Materials Givaudan Switzerland Basic Materials GKN Great Britain Consumer Goods Glacier Bancorp United States Financials Glacier Media Canada Consumer Services Global Power Equipment Group United States Industrials Glu Mobile United States Consumer Goods Go-Ahead Group Great Britain Consumer Services GoGold Resources Canada Basic Materials Gold Fields of South Africa South Africa Basic Materials Goldcorp Canada Basic Materials Goldis Malaysia Industrials Group United States Financials Goldsborough Healthcare Great Britain Healthcare Goodrich United States Industrials Google United States Technology Grampian TV Great Britain Consumer Services Grant Prideco United States Oil & Gas Graseby Great Britain Industrials Great Plains Energy Services Canada Unclassified Great Plains Software United States Technology Great-West Financial United States Financials Greencross Australia Consumer Services Greene King Great Britain Consumer Services Greenhill & Company United States Financials Guildford Coal Australia Basic Materials Gulfstream United States Industrials Gulfterra Energy Partners United States Oil & Gas Gullane Entertainment Great Britain Consumer Services Gunnebo Industrier Sweden Industrials Gyrus Group Great Britain Healthcare HADCO United States Industrials Hain Celestial Group United States Consumer Goods United States Oil & Gas Halma Great Britain Industrials Hambros Great Britain Financials Handy & Harman United States Basic Materials Great Britain Industrials Harbinger United States Technology Harrahs Entertainment United States Consumer Services Harris United States Technology Hartford Financial Services Group United States Financials HBO & Co. United States Technology Headhunter Net United States Technology Masters of the Deal: Part 2 Excellent Corporate Portfolio Managers (ECPMs )

Company name Country Sector Headlam Group Great Britain Consumer Goods Healthcare Financial Partners United States Financials Australia Healthcare Healthtronics United States Healthcare Heine Management Australia Financials Hellaby Holdings New Zealand Industrials Henderson Group Great Britain Financials Henkel Germany Consumer Goods Hepworth Great Britain Industrials Hera Italy Utilities Hexagon Sweden Industrials Hexpol Sweden Basic Materials Hibernia United States Financials Hichens Harrison & Co. Great Britain Financials Hillenbrand United States Consumer Services Hilton Hotels United States Consumer Services Hinokiya Holdings Japan Consumer Goods Hispanic Broadcasting United States Consumer Services HJ Heinz United States Consumer Goods Great Britain Basic Materials Holland Chemical International Netherlands Industrials Holly Energy Partners United States Oil & Gas Hologic United States Healthcare Homebuy Group Great Britain Consumer Services Homemaid Sweden Consumer Services Great Britain Industrials Honeywell International United States Industrials Horizon Health United States Healthcare Houghton Mifflin Harcourt United States Consumer Services Howden Group Great Britain Industrials HS Resources United States Oil & Gas HSBC Holdings Great Britain Financials Hudaco South Africa Industrials Hughes Supply United States Industrials Hulic Japan Financials Humana United States Healthcare Hunter Douglas Netherlands Consumer Goods Hunting Great Britain Oil & Gas Huron Consulting Group United States Industrials Husky Energy Canada Oil & Gas Hutchison Whampoa Hong Kong Industrials Hyatt Hotels United States Consumer Services Hypermarcas Brazil Consumer Goods HypoVereinsbank Germany Financials IAC/InterActiveCorp United States Technology IBC Great Britain Consumer Services Masters of the Deal: Part 2 Excellent Corporate Portfolio Managers (ECPMs )

Company name Country Sector Iberdrola Spain Utilities IBI Group Canada Industrials ICAP Great Britain Financials ICF International United States Industrials Ichitaka Japan Oil & Gas ICX Technologies United States Industrials IDB Holdings Israel Industrials Idemitsu Kosan Japan Oil & Gas IDEX United States Industrials Idox Group Great Britain Technology IEP Invest Belgium Industrials IHI Japan Industrials IHS United States Consumer Services Iliad France Technology Illinois Tool Works United States Industrials IMI Great Britain Industrials Impac Medical Systems United States Technology Imperial South Africa Industrials INBRAND Corporation United States Basic Materials Inchcape Great Britain Consumer Services Incisive Media Great Britain Consumer Services Indra Sistemas Spain Technology Industrial Alliance Insurance & Financial Services Canada Financials Indutrade Sweden Industrials Infogroup United States Consumer Services Great Britain Consumer Services Informatica United States Technology Information Holdings United States Consumer Services Infoseek United States Technology InfraSource Services United States Industrials Infratek Norway Industrials ING Groep Netherlands Financials Innergex Canada Utilities Innovations Great Britain Consumer Services Inspec Great Britain Basic Materials Inspicio Great Britain Industrials Insurance Australia Group Australia Financials Integra Lifescience Holdings United States Healthcare Integrated Logistics Malaysia Industrials Intel United States Technology Intelecom Group Norway Technology Interbank Finland Financials Intercontinental Hotels Group Great Britain Consumer Services Interline Brands United States Industrials Interlink Computer Sciences United States Technology Intermedia Communications United States Industrials Masters of the Deal: Part 2 Excellent Corporate Portfolio Managers (ECPMs )

Company name Country Sector Intermix Media United States Industrials International Bus Mchs United States Technology International Coal Holdings Australia Basic Materials International Family Entertainment United States Consumer Services International Home Foods United States Consumer Goods Internet Brands United States Consumer Services Internet Technology Group Great Britain Technology Interspace Japan Consumer Services Group Great Britain Industrials Intervu United States Technology Interwest Home Medical United States Healthcare Intrum Justitia Sweden Financials Intuit United States Technology Invesco United States Financials Investment Solutions South Africa Financials Investor Sweden Financials Invoice Japan Industrials iPayment United States Industrials Ipsos France Consumer Services Iris Malaysia Technology Mountain United States Industrials iSOFT Group Great Britain Technology Itochu Japan Industrials ITouch Great Britain Consumer Services ITT United States Industrials IVI Checkmate United States Industrials iVillage United States Consumer Services IWL Australia Technology IXC Communications United States Telecommunications Jacor Communications United States Consumer Services Jacuzzi Brands United States Industrials James Fisher & Sons Great Britain Industrials Japan Tobacco Japan Consumer Goods Jarden United States Consumer Goods Jardine Matheson Holdings Singapore Industrials JBA Holdings Great Britain Technology JBS Brazil Consumer Goods Jeffbanks United States Financials Jelf Group Great Britain Financials Jeronimo Martins Portugal Consumer Services JFE Holdings Japan Basic Materials John Hancock Financial Services United States Financials Johnson & Johnson United States Healthcare United States Consumer Goods Great Britain Basic Materials Jones Pharmaceuticals United States Healthcare Masters of the Deal: Part 2 Excellent Corporate Portfolio Managers (ECPMs )

Company name Country Sector Jotech Holdings Malaysia Industrials JP Morgan Chase & Co. United States Financials Jupiter Telecommunications Japan Consumer Services Just Group Australia Consumer Services JX Holdings Japan Oil & Gas Karolin Machine Tool Sweden Industrials Katz Digital Technologies United States Consumer Services KDDI Japan Telecommunications Kejuruteraan Samudra Timur Malaysia Oil & Gas Kemira Finland Basic Materials Kencana Petroleum Malaysia Oil & Gas Kensington Group Great Britain Financials Electronics United States Industrials Kering France Consumer Services Kerr-Mcgee United States Oil & Gas Kerry Group Ireland Consumer Goods Kesko Finland Consumer Services Kewill Great Britain Technology Energy Partners United States Oil & Gas Kinder Morgan Kansas United States Oil & Gas Kingfisher Great Britain Consumer Services Kingspan Group Ireland Industrials KKR & Company United States Financials Knology United States Consumer Services Know It Sweden Technology Kofax Great Britain Technology Kone Finland Industrials Konecranes Finland Industrials Krasnapolsky Grand Hotel Netherlands Consumer Services Kroll United States Industrials Kwik-Fit Holdings Great Britain Consumer Services Kyphon United States Healthcare L3 Communications Holdings United States Industrials Labatt Canada Consumer Goods Labone United States Healthcare Laboratory Corporation of America Holdings United States Healthcare Ladbrokes Great Britain Consumer Services Lagardere Groupe France Consumer Services Laird Great Britain Technology Germany Basic Materials Lassila & Tikanoja Finland Industrials Lastminute.com Great Britain Consumer Services Latitude Resources Great Britain Basic Materials Lattice Group Great Britain Utilities Laureate Education United States Consumer Services Lavendon Group Great Britain Industrials Masters of the Deal: Part 2 Excellent Corporate Portfolio Managers (ECPMs )

Company name Country Sector LBI International Netherlands Technology LDC Gruope France Consumer Goods Legacy Reserves United States Oil & Gas Legal & General Great Britain Financials France Industrials Lehman Brothers Holdings United States Financials Leigh Interests Great Britain Industrials Leisureworld Senior Care Canada Healthcare Lemminkainen Finland Industrials Leong Hup Holdings Malaysia Consumer Goods Leoni Germany Industrials LHS Group United States Technology Liberty Global United States Consumer Services Liberty Intact United States Consumer Services Life Sciences Great Britain Healthcare Linde Germany Basic Materials Linet Australia Technology Link Theory Holdings Japan Consumer Services LINN Energy United States Oil & Gas Liquor Barn Canada Consumer Services LNA Land & Exploration United States Oil & Gas Lockheed Martin United States Industrials Loews United States Financials Logicon United States Industrials International Group Great Britain Healthcare Great Britain Consumer Services Loomis Sweden Industrials L'Oreal France Consumer Goods Lotus Development United States Technology LTG Australia Consumer Services LTX Group Australia Technology Lukoil Russian Federation Oil & Gas LVMH France Consumer Goods Group Great Britain Technology M2 Group Australia Telecommunications Macdonald Dettwiler And Associates Canada Industrials Australia Financials Macromedia United States Technology Maeda Kosen Japan Industrials Magellan Midstream Partners United States Oil & Gas Magin Energy Canada Oil & Gas Magna United States Financials Magnum Malaysia Consumer Services Magnum Hunter Resources United States Oil & Gas Mainstreet Financials United States Financials Malayan Banking Malaysia Financials Masters of the Deal: Part 2 Excellent Corporate Portfolio Managers (ECPMs )

Company name Country Sector Manitowoc United States Industrials Mantech International United States Industrials Marathon Oil United States Oil & Gas Marinepolis Japan Consumer Goods Mariner Energy United States Oil & Gas Market Facts United States Industrials Market Guide United States Technology Marriott International United States Consumer Services Marsh & Mclennan United States Financials Marubeni Japan Industrials Matria Healthcare United States Healthcare Mattioli Woods Great Britain Financials Maxus Energy United States Oil & Gas MBB Industries Germany Financials McAfee United States Technology MCI Communications United States Telecommunications McKesson United States Consumer Services Mcpherson's Australia Consumer Goods MeadWestvaco United States Industrials Meda Sweden Healthcare Medchem Products United States Basic Materials Medco Health Solutions United States Healthcare Mediagrif Technologies Canada Technology Medic Computer Systems United States Technology Medica France Healthcare Medical Ikkou Japan Healthcare Mediscience Planning Japan Healthcare Medtronic United States Healthcare Great Britain Industrials Great Britain Industrials Memtec Australia Industrials Mencast Holdings Singapore Industrials Mentor United States Healthcare Merck KGaA Germany Healthcare Lynch & Co. United States Financials Metlife United States Financials Metris Belgium Industrials Metro Germany Consumer Services Metro Networks United States Industrials Metroline Great Britain Industrials Mexichem Mexico Basic Materials MHC Plantations Malaysia Consumer Goods Microsemi United States Technology Mid-Atlantic Corporate United States Financials Midcoast Energy Resources United States Utilities Midland Independent Newspaper Great Britain Consumer Services Masters of the Deal: Part 2 Excellent Corporate Portfolio Managers (ECPMs )

Company name Country Sector Midsona Sweden Consumer Goods Mineral Resources Australia Basic Materials Mirror Group Great Britain Consumer Services Misys Great Britain Technology Group Great Britain Industrials Mitsubishi Chemical Holdings Japan Basic Materials Mitsubishi Materials Japan Industrials Mitsui Japan Industrials Molecular Devices United States Healthcare Great Britain Basic Materials Mondi South Africa Basic Materials Monex Mexico Financials Moneysupermarket.com Group Great Britain Consumer Services Monotype Imaging Holdings United States Technology Monsanto United States Consumer Goods Mood Media Canada Consumer Services Moog United States Industrials More Group Great Britain Consumer Services United States Financials Morneau Shepell Canada Industrials Morningstar United States Consumer Services Morningstar Group United States Consumer Goods MotivePower Industries United States Industrials Motivilikha Plants Russian Federation Industrials Muenchener Rueck Germany Financials Mullen Group Canada Industrials Multicare Cos. United States Basic Materials Multimedia United States Consumer Services Murphy Oil United States Oil & Gas Murray & Roberts South Africa Industrials Naigai Trans Line Japan Industrials Australia Financials National Education United States Industrials National Foods Australia Consumer Goods National Grid Great Britain Utilities National Oilwell Varco United States Oil & Gas National Trust Company Canada Financials National Westminster Bank Great Britain Financials Natural Resource Partners United States Basic Materials Natus Medical United States Healthcare Navigant International United States Consumer Services NAVTEQ United States Consumer Services NBTY United States Consumer Goods NCC Sweden Industrials NCC Group Great Britain Technology Nederman Holding Sweden Industrials Masters of the Deal: Part 2 Excellent Corporate Portfolio Managers (ECPMs )

Company name Country Sector Neopost France Technology Nestle Switzerland Consumer Goods Netezza United States Technology Netlogic Microsystems United States Technology Netoptix United States Technology Netscreen Technologies United States Technology New Community Bancorp United States Financials New Hoong Fatt Holdings Malaysia Consumer Goods Newgen Results United States Industrials Newmont Mining United States Basic Materials News Comms. & Media Great Britain Consumer Services Nexgram Holdings Malaysia Telecommunications Nfo Worldwide United States Industrials Nibe Industrier Sweden Industrials NICE Systems Israel Technology Nielsen Media Research United States Technology Japan Financials Nippon Mining Japan Oil & Gas Nizhnekamskneftekhim Russian Federation Basic Materials Nobilis Health United States Industrials Noma Industries Canada Industrials Nord Anglia Education Great Britain Industrials Nordea Bank Sweden Financials Nordkom Sweden Consumer Services Norgani Norway Consumer Services Norhaven Denmark Consumer Services Nortek United States Industrials North Fork Bancorp United States Financials North Pointe Holdings United States Financials Northern Leisure Great Britain Consumer Services Northrop Grumman United States Industrials Northumbrian Water Group Great Britain Utilities Norwich Union Great Britain Financials NOVA Corporation Canada Oil & Gas Novar Great Britain Industrials Switzerland Healthcare Novozymes Denmark Healthcare NTT Com Security Germany Technology Nuance Communications United States Technology Nuevo Energy United States Oil & Gas Numico Netherlands Consumer Goods Nutreco Netherlands Consumer Goods NuVasive United States Healthcare NXP Semiconductors United States Technology NZX New Zealand Financials Oak Industries United States Industrials Masters of the Deal: Part 2 Excellent Corporate Portfolio Managers (ECPMs )

Company name Country Sector Occidental Petroleum United States Oil & Gas Odim Norway Industrials Old Kent Financial United States Financials Old Mutual Great Britain Financials Omega Pharma Belgium Healthcare Omni Mold Singapore Basic Materials ONEX Technologies Canada Industrials Open Solutions United States Technology OpenText Canada Technology OPSM Group Australia Healthcare Opsware United States Technology Oracle United States Technology Orben Japan Technology Orbit Garant Drilling Canada Basic Materials Australia Basic Materials Orion Telecommunications Australia Telecommunications Orkla Norway Consumer Goods Orpea France Healthcare Oshawa Group Canada Consumer Goods Osprey Media Canada Consumer Services Outotec Finland Industrials Outsourcing Japan Industrials Oversea-Chinese Banking Singapore Financials Pacific Energy Partners United States Oil & Gas Packard Bioscience United States Industrials Pactiv United States Industrials PacWest Bancorp United States Financials Paladin Labs Canada Healthcare Pandox Sweden Consumer Services Paravant United States Technology Parexel International United States Healthcare Partco Great Britain Consumer Services Patterson-UTI Energy United States Oil & Gas Peak Energy Services Canada Oil & Gas Pearlstreet Australia Industrials Pearson Great Britain Consumer Services Peerless Energy Canada Oil & Gas Peninsular & Oriental Steam Navigation Great Britain Industrials Pennzoil-Quaker State United States Oil & Gas Pentex-Schweizer Circuits Singapore Healthcare Perbio Science Sweden Healthcare Pernod-Ricard France Consumer Goods Perot Systems United States Technology Petrobras Brazil Oil & Gas Energy United States Oil & Gas Pfizer United States Healthcare Masters of the Deal: Part 2 Excellent Corporate Portfolio Managers (ECPMs )

Company name Country Sector Phase Forward United States Technology Phelps Dodge United States Basic Materials Philips Netherlands Industrials Phoenix International Life Sciences United States Industrials Pick N Pay Stores South Africa Consumer Services Great Britain Industrials Pimco Advisors Holdings United States Financials Pinnacor United States Technology Pioneer Financial Services United States Financials Pioneer Narural Resources United States Oil & Gas Pirelli Italy Consumer Goods Placer Sierra Bank United States Financials Plains Exploration & Production United States Oil & Gas Great Britain Consumer Services PMT Services United States Unclassified Pontotoc Production United States Oil & Gas Powderject Pharmaceuticals Great Britain Healthcare Powell Duffryn Great Britain Industrials Power Corporation of Canada Canada Financials Powergen Great Britain Utilities Powerscreen Great Britain Industrials Poyry Finland Industrials PPL United States Utilities Pra International United States Healthcare Precision Castparts United States Industrials Premcor United States Oil & Gas Premier Gold Mines Canada Basic Materials Premier Research Group Great Britain Healthcare Premiere Global Services United States Technology Premium Brands Holdings Canada Consumer Services Prestige Brands Holdings United States Healthcare Primark United States Industrials PrimeWest Energy Trust Canada Oil & Gas Primex Technology United States Industrials Princedale Group Great Britain Industrials Principal Financial Group United States Financials Procter & Gamble United States Consumer Goods Prodware France Technology Progress Energy Resources Canada Oil & Gas Prosegur Compañía de Seguridad Spain Industrials Prosperity Bank United States Financials Providian Financial United States Financials Provigo Canada Consumer Services Prudential Great Britain Financials Prudential Financial United States Financials Prysmian Italy Industrials Masters of the Deal: Part 2 Excellent Corporate Portfolio Managers (ECPMs )

Company name Country Sector PSI Germany Technology Psychiatric Solutions United States Healthcare Publicis Groupe France Consumer Services Pure Energy Resources Australia Oil & Gas PVR Partners United States Basic Materials QBE Insurance Group Australia Financials Netherlands Healthcare Qinetiq Group Great Britain Industrials QOL Japan Consumer Services Quadra FNX Mining Canada Basic Materials Quaker Oats United States Consumer Goods Qualcomm United States Technology Qualitas Medical Group Singapore Healthcare Quantica Great Britain Industrials Quicksilver Resources United States Oil & Gas Quovadx United States Technology RAC Great Britain Industrials Racal Electronic Great Britain Industrials Radiation Theraphy Services United States Healthcare Radius Great Britain Technology Rainbow Tours Poland Consumer Services Raisio Finland Consumer Goods Rakuten Japan Consumer Services Ralink Technology Taiwan Technology Ramirent Finland Industrials Randall & Quilter Investment Holdings Great Britain Financials Randstad Holding Netherlands Industrials Range Resources United States Oil & Gas Ratos Sweden Financials RBC Bearings United States Industrials RealPage United States Technology Rebus Group Great Britain Technology Benckiser Group Great Britain Consumer Goods Recordati Italy Healthcare Redtone International Malaysia Telecommunications Regal Entertainment Group United States Consumer Services Regency Energy Partners United States Oil & Gas Regency Health Services United States Basic Materials Reliance Steel And United States Basic Materials Remington Energy Canada Oil & Gas Renewagy Denmark Utilities Rent Way United States Consumer Services Decisions Great Britain Technology Retail Food Group Australia Consumer Services Rexel United States Industrials Richelieu Hardware Canada Industrials Masters of the Deal: Part 2 Excellent Corporate Portfolio Managers (ECPMs )

Company name Country Sector Richmond County Financial United States Financials Ricoh Japan Technology RigNet United States Technology Ring Great Britain Industrials Great Britain Basic Materials Roche Holding Switzerland Healthcare Rocky Mountain Dealerships Canada Industrials Roper Industries United States Industrials Great Britain Industrials Canada Financials Royal Bank of Group Great Britain Financials Royal Imtech Netherlands Industrials Royal P&O Nedlloyd Netherlands Industrials RPC Group Great Britain Industrials RPS Group Great Britain Industrials Rugged Communication Canada Technology Rush Enterprises United States Consumer Services Russian Grids Russian Federation Utilities RWE Germany Utilities Ryland Group Great Britain Consumer Services S&W Seed United States Consumer Goods Saab Sweden Industrials Saatchi & Saatchi Great Britain Consumer Services SABMiller Great Britain Consumer Goods Sadia Brazil Consumer Goods Safran France Industrials Saga Petroleum Norway Oil & Gas Great Britain Technology Sai Global Australia Industrials Saint Laurent Paperboard Canada Basic Materials Salam International Investment Qatar Financials Salesforce.com United States Technology Salmat Australia Industrials Sandoz Switzerland Healthcare Sanko Soflan Japan Industrials Santa Fe Pacific United States Industrials Sapura Resources Malaysia Consumer Services Sapuracrest Petroleum Malaysia Oil & Gas Saputo Canada Consumer Goods Saurer Agency Arbon Switzerland Industrials Savannah Foods United States Consumer Goods Scandiaconsult Sweden Industrials Schlumberger United States Oil & Gas Scholl Great Britain Healthcare Great Britain Financials Scientific Atlanta United States Technology Masters of the Deal: Part 2 Excellent Corporate Portfolio Managers (ECPMs )

Company name Country Sector Scott Paper Canada Basic Materials Scott Technologies United States Industrials Great Britain Industrials Scottish & Newcastle Great Britain Consumer Goods Great Britain Utilities Scottish Radio Holdings Great Britain Consumer Services SDL Great Britain Technology Seacliff Canada Industrials Seacoast Financial Services United States Financials Seadrill Norway Oil & Gas Seagate Technology United States Technology SEB Sweden Financials Secom Japan Industrials Secure Energy Services Canada Oil & Gas Securenet Australia Technology Sega Sammy Holdings Japan Consumer Goods Select Appointments Holdings Great Britain Industrials Select Managed Funds Australia Financials SEMA Great Britain Technology SemGroup United States Oil & Gas Sentrachem South Africa Basic Materials Group Great Britain Industrials Serologicals United States Healthcare Service Corporation International United States Consumer Services Seven Network Australia Consumer Services Severstal Russian Federation Basic Materials SFI Group Great Britain Consumer Services SGS Switzerland Industrials Shawmut National United States Financials Resources Australia Basic Materials Shire Great Britain Healthcare SHS Bancorp United States Financials Shutterfly United States Consumer Services SI International United States Technology Siam Commercial Bank Financials Siddons Ramset Australia Industrials Germany Industrials Sika Switzerland Industrials Silknet Software United States Technology Lake Resources Australia Basic Materials Sirenza Microdevices United States Technology SiRF Technology Holdings United States Technology SIS Bancorp United States Financials SK Innovation South Korea Oil & Gas Skanska Sweden Industrials Slater & Gordon Australia Industrials Masters of the Deal: Part 2 Excellent Corporate Portfolio Managers (ECPMs )

Company name Country Sector SMA Solar Technology Germany Oil & Gas Smith & Nephew Great Britain Healthcare Smith Howard Australia Industrials Smithkline Beecham Great Britain Healthcare Great Britain Industrials Smorgon Steel Group Australia Basic Materials SMS Japan Industrials SMT Scharf Germany Industrials Softbank Japan Telecommunications Softline South Africa Technology Software Com United States Technology Soilbuild Group Holdings Singapore Consumer Goods Solarwinds United States Technology Sondex Great Britain Oil & Gas So-Net Entertainment Japan Technology Sonic Healthcare Australia Healthcare Sopra Group France Technology Sorin Italy Healthcare Southcorp Australia Consumer Goods Southern Cross Broadcasting Australia Consumer Services Southern Platinum Canada Basic Materials Southwestern Life Holdings United States Financials Spectra Energy Canada Oil & Gas Spectra Energy United States Utilities Great Britain Industrials Great Britain Industrials Spice Great Britain Industrials Communications Great Britain Technology Sports Internet Group Great Britain Technology SPX United States Industrials Spyglass United States Technology SS&C Technologies United States Technology SSE Great Britain Utilities SSL International Great Britain Consumer Goods St. Jude Medical United States Healthcare St.George Bank Australia Financials Stagecoach Group Great Britain Consumer Services Stakis Great Britain Consumer Services Great Britain Financials Standard Life Great Britain Financials Stanley Black & Decker United States Consumer Goods Stanley Leisure Great Britain Consumer Services Starwood Hotels & Resorts Worldwide United States Consumer Services State Financial Services United States Financials State Street United States Financials Statoil Norway Oil & Gas Masters of the Deal: Part 2 Excellent Corporate Portfolio Managers (ECPMs )

Company name Country Sector Stericycle United States Industrials Sterling Financial United States Financials Sterling Software United States Technology Stonemor Partners United States Consumer Services Straits Trading Singapore Basic Materials Structural Dynamics Research United States Technology Stryker United States Healthcare Student Transportation Canada Consumer Services Sumitomo Japan Industrials Sumitomo Chemical Japan Basic Materials Summit Bancorp United States Financials Sumus Great Britain Financials SunAmerica United States Financials Australia Financials Sungard Data Systems United States Technology Sunrise Senior Living United States Healthcare Supergroup Great Britain Consumer Goods Superior Well Services United States Oil & Gas Svedala Industrier Sweden Industrials Svenska Sweden Financials Sweco Sweden Industrials Swisher Hygiene Canada Industrials Sword Group France Technology Sybase United States Technology Symantec United States Technology Symphony Telecom Holdings Great Britain Technology Synchronoss Technologies United States Technology Synergy Health Great Britain Healthcare Great Britain Basic Materials System C Healthcare Great Britain Technology Systemair Sweden Industrials Systematics Germany Technology Sytner Great Britain Consumer Services Tadmax Resources Malaysia Basic Materials Taiyo Nippon Sanso Japan Basic Materials Takeei Japan Industrials Taleo United States Technology Talisman Energy Canada Oil & Gas TALX United States Industrials Tamedia Switzerland Consumer Services Tandem Computers United States Industrials Targa Resources Partners United States Oil & Gas TDC Denmark Telecommunications TE Connectivity United States Industrials Teijin Japan Basic Materials Tektronix United States Industrials Masters of the Deal: Part 2 Excellent Corporate Portfolio Managers (ECPMs )

Company name Country Sector Tele Atlas Netherlands Consumer Services Telecity Group Great Britain Technology Teledyne Technologies United States Industrials Teleflex United States Healthcare Telefonica Spain Telecommunications Telelogic Sweden Technology Telenor Norway Telecommunications Telent Great Britain Technology Teleport Communications Group United States Telecommunications Tellings Golden Miller Group Great Britain Consumer Services Tempo Services Australia Industrials Tempus Group Great Britain Consumer Services Ten Cate Netherlands Industrials Terex United States Industrials Terna Rete Elettrica Naz Italy Utilities Terranova Great Britain Consumer Goods Great Britain Consumer Services Tessi France Industrials Teva Pharmaceutical Industries Israel Healthcare Texaco United States Oil & Gas The Advest Group United States Financials United States Healthcare Think New Ideas United States Technology Thomas & Betts United States Industrials Thomson Travel Group Great Britain Consumer Services Tikkurila Finland Industrials Time Warner United States Consumer Services Tinsley Robor Great Britain Consumer Services Tiong Nam Logistics Holdings Malaysia Industrials TKH Group Netherlands Industrials TLS Great Britain Industrials TNT Australia Unclassified Tokyu Japan Consumer Services Toll Holdings Australia Industrials Tom Brown United States Oil & Gas Tomorrows Leisure Great Britain Consumer Services Tosco United States Oil & Gas Total France Oil & Gas TOTVS Brazil Technology Tsusho Japan Industrials Tracor New United States Industrials Transaction Network Services United States Telecommunications Transfield Services Australia Industrials Great Britain Industrials Treehouse Foods United States Consumer Goods Trelleborg Sweden Industrials Masters of the Deal: Part 2 Excellent Corporate Portfolio Managers (ECPMs )

Company name Country Sector Trimas United States Industrials Trinidad Drilling Canada Oil & Gas Tristar Oil & Gas Canada Oil & Gas Trust Motor Group Great Britain Consumer Services Tsuruha Holdings Japan Consumer Services TT Electronics Great Britain Industrials Twenty-First Century Fox United States Consumer Services TXU United States Utilities United States Industrials Tyler Technologies United States Technology Ubisoft Entertainment France Consumer Goods UCB Belgium Healthcare UDG Healthcare Ireland Healthcare Holdings Great Britain Industrials Umeco Great Britain Industrials Ums-Neiken Group Malaysia Industrials UNC United States Industrials Unican Security Systems Canada Consumer Goods Great Britain Consumer Goods Unimech Group Malaysia Industrials Union Bank Switzerland Switzerland Financials Unit 4 Netherlands Technology United Car Bancshares United States Financials Germany Technology United States Filter United States Industrials United Technologies United States Industrials UnitedHealth Group United States Healthcare Universal Health Services United States Healthcare Unocal United States Oil & Gas Uponor Finland Industrials UpRoar United States Technology Urbium Great Britain Consumer Services US United States Industrials US Foodservice United States Consumer Services US Laboritories United States Industrials US Unwired United States Telecommunications USG People Netherlands Industrials USLD Communications United States Telecommunications UTI Energy United States Oil & Gas VALE Brazil Basic Materials Valero Energy United States Oil & Gas Vanguard Natural Resources United States Oil & Gas Vardy Great Britain Consumer Services Varian United States Healthcare Varian Medical Systems United States Healthcare Varlen United States Industrials Masters of the Deal: Part 2 Excellent Corporate Portfolio Managers (ECPMs )

Company name Country Sector VDC Great Britain Healthcare Vedior Netherlands Industrials Venture Production Great Britain Oil & Gas Verifone United States Financials Verint Systems United States Technology Verio United States Technology Verisign United States Technology Verisk Analytics United States Industrials Veritas Software United States Technology VERSA Technologies United States Industrials Vetoquinol France Healthcare Viasys Healthcare United States Healthcare Videotron Canada Consumer Services Viewlogic Systems United States Technology Vinci France Industrials Vincor International Canada Consumer Goods Vinpearl Vietnam Consumer Services Vintage Petroleum United States Oil & Gas Virtual Radiologic United States Healthcare Virtusa United States Technology Visa United States Financials Visio United States Technology Germany Telecommunications Vodafone Group Great Britain Telecommunications Voicestream Wireless United States Telecommunications Volcano United States Healthcare Volker Wessels Stevin Netherlands Industrials Sweden Industrials Vopak Netherlands Industrials VP Great Britain Industrials VT Group Great Britain Industrials Wabtec United States Industrials Wachovia United States Financials Wal-Mart Stores United States Consumer Services Walter Meier Switzerland Industrials Warnaco Group United States Consumer Goods Warner Chilcott Great Britain Healthcare Wartsila Finland Industrials Wascana Energy Canada Oil & Gas Waste Management New Zealand New Zealand Industrials Waste Recycling Great Britain Industrials Water Pik Technologies United States Consumer Goods Weatherford International United States Oil & Gas Weida Malaysia Industrials Great Britain Industrials & Co United States Financials Masters of the Deal: Part 2 Excellent Corporate Portfolio Managers (ECPMs )

Company name Country Sector Wembley Great Britain Consumer Services Wendel France Financials Wescam Canada Technology Western Gas Resources United States Oil & Gas Western Lakota Energy Canada Oil & Gas Western Wireless United States Telecommunications Weston George Canada Consumer Services Banking Australia Financials WF Electrical Great Britain Industrials Great Britain Consumer Services Whittaker United States Industrials Williams United States Oil & Gas Willis Corroon Great Britain Financials Wiltel Communications United States Telecommunications Winsloew Furniture United States Consumer Goods Witness Systems United States Technology WMC Resources Australia Basic Materials Wolters Kluwer Netherlands Consumer Services Wood Group Great Britain Oil & Gas Woolwich Great Britain Financials Woolworths Australia Consumer Services WorleyParsons Australia Oil & Gas WSP Global Canada Industrials WSP Group Great Britain Industrials Wyeth United States Healthcare Wyevale Garden Centres Great Britain Consumer Services WYKO Great Britain Industrials Wyle Electronics United States Industrials Wynnstay Group Great Britain Consumer Goods Xano Industri Sweden Industrials Xircom United States Technology Great Britain Basic Materials XTO Energy United States Oil & Gas Yamano Holdings Japan Consumer Services YFG Malaysia Industrials YIT Finland Industrials Young And Rubicam United States Consumer Services Young Holdings Great Britain Industrials Yum! Brands United States Consumer Services Yumeshin Holdings Japan Industrials Yurie Systems United States Industrials Zintel Group New Zealand Technology Zodiac Aerospace France Industrials