San Francisco, CA
Founded 1983
AUM: $138.5 billion (03/31/09)
Mellon Capital Management is one of the leading investment management innovators in the United States and offers a wide range of strategies, from traditional to alternative asset classes. The firm has a long tradition of bringing innovation to investment management that spans over twenty-five years.
Mellon Capital's investment process is centered on intellectual curiosity, disciplined application, and precision. Their investment approach is based on modeling how world markets work, regardless of current investment fads. It is grounded in long-term economic relationships and provides an integrated view of the distinct components that comprise the global financial market.
Through our disciplined approach and deep commitment to clients, we have built a reputation for excellence in systematic portfolio management and forward-looking research. We continue to generate new ideas through creative ways of thinking about investment management. Mellon Capital is intellectual capital — applied.
AUM includes assets managed in overlay strategies ($11.0 billion) and includes assets managed as duals employees of the Dreyfus Corporation and as dual officers of the Bank of New York Mellon.
Effective January 1, 2008, Mellon Equity Associates has merged into Mellon Capital Management Corporation.
Effective February 19, 2008, the Quantitative Equity Management group of The Bank of New York has integrated into Mellon Capital Management Corporation.
Effective January 1, 2009, Franklin Portfolio Associates has merged into Mellon Capital Management Corporation.
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