Our Approach

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Our Approach: Attuned to Markets

At Mellon Capital, we cultivate an atmosphere of intellectual inquiry grounded in economic reality. In-depth discussions that challenge the status quo are not only encouraged but also expected. We have a reputation for innovation, which we keep alive through fresh infusions of talented people, techniques, and ideas.

Our environment of intellectual freedom is anchored in rigorous analysis and attention to market fundamentals. We specialize in the practical application of financial theories that aim to more finely exploit market inefficiencies. This approach helps us set new standards in investment management for our clients.

Imagination grounded in the realities of the marketplace helps us set new standards in portfolio management for our clients.

Corporate Snapshott (as of 2/28/09)

Offices:
San Francisco, CA (HQ)
Boston, MA
Jersey City, NJ
Philadelphia, PA
Pittsburgh, PA

Firm Inception:
1983, by Bill Fouse
and Tom Loeb

Assets Under Management:*
$127.4 billion

Clients: 638

Accounts: 1,984

*Effective January 1, 2009 Franklin Portfolio Associates has merged into Mellon Capital Management Corporation. AUM and employee count are representative of the combined assets, clients, and employees of Mellon Capital and legacy Franklin Portfolio Associates as of February 28, 2009. Mellon Capital’s AUM includes assets managed in overlay strategies ($10.9 billion) as of February 28, 2009. Assets under management include assets managed by Mellon Capital Management Corporation as dual officers of The Dreyfus Corporation and The Bank of New York Mellon.