John W. Anderson Foundation

John W. Anderson Foundation

John W. Anderson Foundation

Overview
Headquarters

402 WALL STREET VALPARAISO IN 46383-2562

Charitable Causes

Private Independent Foundations
Philanthropy, Voluntarism, and Grantmaking Foundations

Company Description

The John W. Anderson Foundation was created in 1967 for the purpose of supporting such charitable, religious, scientific, literary or educational purposes within the United Staes as the Trustees, in their discretion, shall determine will best promote the mental, moral, intellectual and physical improvement, assistance and relief of inhabitants of the United States, of all races and creeds and particularly youth who reside in and near Lake and Porter Counties in Northwest Indiana.

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Advisors & Consultants
Custodian

The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL.

Investment Advisor

Barrow, Hanley, Mewhinney & Strauss has a strict definition of value. Our equity portfolios exhibit below-market price-to-earnings ratios, below-market price-to-book ratios, and above-market dividend yields, regardless of market conditions. As a result, each of our clients is assured that we will do our part to maintain the style integrity of their overall portfolio. In fixed income, we define value as temporarily mispriced securities with yield-to-maturity advantages over Treasury bonds of comparable maturity. We identify each opportunity from the bottom up, building a duration-neutral portfolio designed to "out-yield" the market. In this way, Barrow Hanley seeks to achieve higher total returns for our fixed income clients with below-benchmark volatility. Mutual Fund Sub-Advisory Services Stability of investment team, strict adherence to style and uniformity of process are hallmarks of Barrow Hanley. Through an investment in a Barrow Hanley sub-advised mutual fund, individual investors are able to access the research-driven, bottom-up approach to active security selection that is utilized by major pension plans, foundations and endowments, and other institutional investors worldwide. Barrow Hanley currently serves as a sub-advisor to more than 30 equity and fixed income mutual funds. In addition to sub-advising an array of nationally-recognized mutual funds in the U.S., we sub-advise a number of internationally-based funds.

Investment Advisor

Sands Capital Management (SCM) adheres to the fundamental investment philosophy that, over time, stock prices reflect the earnings power and growth of the underlying businesses. The firm seeks to invest in businesses with innovation-driven and sustainable growth. Their investment strategies are based on deep, proprietary, business-focused global research; concentration; and a long–term investment horizon.Sands' Select Growth strategy provides clients with exposure to their best 25-30 growth opportunities in the US through a concentrated portfolio. Portfolio investments are typically US domiciled large-cap, dominant leaders in their respective business spaces and usually operate on a global basis. The portfolio also invests in mid-cap companies. While primarily constructed of US companies, the portfolio invests in foreign securities that trade on a US exchange.The firm's Global Growth strategy is a concentrated portfolio that typically includes 30-50 issuers that are domiciled around the world. Portfolio investments are typically the large, dominant leaders in their respective business spaces. The portfolio also invests in mid-cap companies. The portfolio may invest a significant percentage of its assets in US companies, ADRs, and foreign securities traded on foreign exchanges, and includes, when needed, the use of market access products to gain exposure to certain foreign markets where direct investment is not practical or cost efficient.Sands' Emerging Markets Growth strategy is a concentrated portfolio that typically includes 30-50 issuers that are domiciled, listed, or that derive over half their revenues or profits from countries classified as MSCI Emerging and Frontier Market countries. Investments include small-, mid-, or large-cap companies that are dominant leaders in their respective business spaces. The portfolio also invests in developed market businesses that derive a substantial portion of their revenues from emerging markets. The portfolio may invest in ADRs, foreign securities traded on foreign exchanges, and includes, when needed, the use of market access products to gain exposure to certain foreign markets where direct investment is not practical or cost efficient.The firm's Technology Innovators strategy is a concentrated portfolio of leading growth businesses across the technology sector, typically including 20-35 issuers. It is an all-cap portfolio that may invest a significant percentage of its assets in foreign securities, whether traded on a US or foreign exchange.Sands' Focus 15 portfolio is a concentrated, all-cap portfolio that typically includes 10-15 issuers. Portfolio companies are selected from Sands' other equity strategies. The portfolio invests a significant percentage of its assets in US companies, ADRs, and foreign securities traded onforeign exchanges.

Non-Profit Donations & Grants
$25K - $50K
2013
$1M - $10M
2013
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