4643 South Ulster Street |
Denver, CO 80237
Main Phone: 720-200-7600
Mutual Fund Brand(s)
Old Mutual Funds, Global Shares [ETFs]
Stock Data: SEC Filings | Yahoo! Quote
SEC Fund Filings by CIK
On June 30, 2014, OM Asset Management (the holding company for Old Mutual's U.S.-based asset management arm, filed an S-1 with the SEC to begin its IPO process.|
Old Mutual was founded as an insurance company in South Africa in 1845. It demutualized and listed on the London Stock Exchange and the JSE Securities Exchange in 1999. Old Mutual is now based in London.
The insurer entered the United States mutual fund market in September 2000 with the purchased of United Asset Management (UAM), a Boston-based holding company with stakes in money managers, in a deal valued at more than $2.2 billion ($1.46 billion cash and $769 million assumed debt).
That deal included Pilgrim Baxter & Associates Inc., advisor to the PBHG Funds. Old Mutual extended the PBHG Funds brand to all of its U.S. mutual fund products following the deal. The brand was changed to Old Mutual Funds after PBHG founders Gary Pilgrim and Harold Baxter settled charges brought by the SEC that they had allowed improper trading in funds they oversaw.
Old Mutual claims more than $450 billion in AUM worldwide and 19 U.S. asset manager affiliates, including: 2100 Capital Group; Acadian Asset Management; Analytic Investors, Inc.; Ashfield Capital Partners; Barrow, Hanley, Mewhinney & Strauss; Clay Finlay, Inc.; Copper Rock Capital Partners; Dwight Asset Management Company; Heitman LLC; Investment Counselors of Maryland; Liberty Ridge Capital; Lincluden Management Limited; Old Mutual Asset Managers (UK); Old Mutual Capital; Provident Investment Counsel; Rogge Global Partners; The Campbell Group; Thompson, Siegel & Walmsley; Thomson Horstmann & Bryant.
Old Mutual entered the ETF business through Old Mutual Global Shares Trust.
President and CEO, Old Mutual Capital
CEO, Old Mutual Asset Management
Executive Vice President and Chief Operating Officer, Old Mutual Asset Management
Chief Financial Officer , Old Mutual Capital
Senior Vice President, Head of Capital Markets, Brookfield Renewable Energy Group, Brookfield Asset Management
Chief Compliance Officer , Old Mutual Capital
General Counsel , Old Mutual Capital
Chief Marketing Officer, Old Mutual