Atlantic Trust Mid-Cap Growth Equity Strategy: A 20-Year Success Story

ATLANTA, July 31, 2012 /PRNewswire/ -- Atlantic Trust, the private wealth management division of Invesco Ltd. (NYSE: IVZ), announced the Atlantic Trust Mid-Cap Growth Equity Strategy celebrates its 20-year anniversary today.

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"This significant milestone is a great achievement for our Mid-Cap Growth Team," says Jack Markwalter, chairman and CEO of Atlantic Trust. "Importantly, it exemplifies our firm's ongoing commitment to investment excellence for our clients."

The philosophy and process the Atlantic Trust Mid-Cap Team employs have generated a successful long-term track record for the Strategy. The Strategy has taken on less risk, and exhibited lower volatility, than its mid-cap growth benchmark.*

"Over the years, Atlantic Trust has maintained a strong allocation to mid-cap equities within our asset allocation strategy, and we continue to hold that position today," said David Donabedian, CFA, chief investment officer for Atlantic Trust. "Mid-cap stocks have historically offered greater stability than their smaller peers and greater returns than both their smaller and larger peers."**

The Atlantic Trust Mid-Cap Growth Equity Strategy is co-managed by Fred Weiss, CFA, and Jay Pearlstein, CFA. Cathy Becker, CFA, and Bryan Reilly are also core members of the team, receiving research support from eight additional investment professionals at the firm.

Fred Weiss became co-portfolio manager of the strategy at its inception in July 1992. Prior to joining the firm in 1989, Weiss was a vice president and senior analyst with Adams, Harkness & Hill. He brings more than 32 years of industry experience to the portfolio and holds a Bachelor of Arts from Harvard College and a Master of Business Administration from the Harvard Business School. Weiss holds the Chartered Financial Analyst designation and is a member of the Boston Security Analysts Society.

Jay Pearlstein became co-portfolio manager of the strategy in 1996. Prior to joining Atlantic Trust, he was vice president of the equity research department and a member of the investment policy committee at Loomis, Sayles & Co. and a senior auditor for Coopers & Lybrand. Pearlstein brings more than 32 years of industry experience to the strategy and earned a Bachelor of Arts from Michigan State University and a Master of Business Administration from the Harvard University Graduate School of Business Administration. He holds the Chartered Financial Analyst and Certified Public Accountant designations.

*Performance results are gross of fees.

**Source: SyleADVISOR Russell Indexes, Atlantic Trust.  Performance period: 30 years through December 31, 2011.  Small Caps are represented by the Russell 2000 Index; Mid Caps by the Russell Midcap Index; and Large Caps by the Russell Top 200 Index.

All data and years of industry experience as of June 30, 2012. Past performance should not be construed as a guarantee of future results. An investment cannot be made directly into an index. This is not an offer or recommendation. To the extent that information contained herein is derived from third-party sources to be reliable, we cannot guarantee their accuracy.

About Atlantic Trust

Atlantic Trust is one of the nation's leading private wealth management firms, offering integrated wealth management for high net worth individuals, families, foundations and endowments. The firm considers clients' financial, trust, estate planning and philanthropic needs in developing customized asset allocation and investment management solutions. Experienced professionals deliver a broad range of offerings, including proprietary investment offerings and a robust open architecture platform of traditional and alternative managers. Atlantic Trust operates in 11 full-service locations throughout the U.S. With $18.9 billion in assets under management (as of June 30, 2012), Atlantic Trust is the private wealth management division of Invesco Ltd. (NYSE: IVZ). For more information, visit www.atlantictrust.com.

About Invesco Ltd.

Invesco Ltd. is a leading independent global investment management firm, dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, Invesco provides a wide range of investment strategies and vehicles to our retail, institutional and high net worth clients around the world. Operating in more than 20 countries, the firm is listed on the New York Stock Exchange under the symbol IVZ. Additional information is available at www.invesco.com.

SOURCE Atlantic Trust

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