INVESTMENT FUNDS MANAGEMENT

Brand	Owner (click to sort)	Address	Description
ODIN	Odin Forvaltning AS	Postboks 1771 Vika Oslo 0122 Norway	Investment funds management; financial portfolio management, namely, active management of investors' portfolios of financial instruments on a client by client basis and in accordance with investors' mandates; financial affairs, namely, financial consulting, financial advice; financial management, namely, distribution of units in investment funds; hereunder advisory services in relation to all the above mentioned services;
PEQUOT FAMILY OF FUNDS	PEQUOT CAPITAL MANAGEMENT, INC.	500 Nyala Rd. Westport CT 06880	Investment funds management;PEQUOT FAMILY OF FUNDS;FAMILY OF FUNDS;
PEQUOT FAMILY OF FUNDS	Dawson-Samberg Capital Management, Inc.	354 Pequot Avenue Southport CT 06490	Investment funds management;PEQUOT FAMILY OF FUNDS;FAMILY OF FUNDS;
	Where the owner name is not linked, that owner no longer owns the brand

Technical Examples

Described herein is method of managing an investment portfolio having a plurality of investment funds, said managing method comprising establishing an allocation of assets among said investment funds and rebalancing said investment funds substantially back to said allocation on a periodic basis. Also described is a method wherein the rebalancing back to the allocation is initiated in response to a transaction, such as a withdrawal loan issue, or change in allocation, in one or more of the funds.