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		<nameOfIssuer>3M CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>88579Y101</cusip>
		<value>730</value>
		<shrsOrPrnAmt>
			<sshPrnamt>6675</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>200</Shared>
			<None>6475</None>
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	<infoTable>
		<nameOfIssuer>3M CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>88579Y101</cusip>
		<value>7631</value>
		<shrsOrPrnAmt>
			<sshPrnamt>69785</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>260</Sole>
			<Shared>60565</Shared>
			<None>8960</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>ABB LTD</nameOfIssuer>
		<titleOfClass>SPONSORED ADR</titleOfClass>
		<cusip>000375204</cusip>
		<value>15615</value>
		<shrsOrPrnAmt>
			<sshPrnamt>720901</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>3400</Shared>
			<None>717501</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>ACE LTD</nameOfIssuer>
		<titleOfClass>SHS</titleOfClass>
		<cusip>H0023R105</cusip>
		<value>2371</value>
		<shrsOrPrnAmt>
			<sshPrnamt>26492</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>26492</Sole>
			<Shared>0</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>AES CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>00130H105</cusip>
		<value>891</value>
		<shrsOrPrnAmt>
			<sshPrnamt>74332</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>74332</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>AFFYMETRIX INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>00826T108</cusip>
		<value>3477</value>
		<shrsOrPrnAmt>
			<sshPrnamt>783054</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>754741</Sole>
			<Shared>28313</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>AFFYMETRIX INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>00826T108</cusip>
		<value>22424</value>
		<shrsOrPrnAmt>
			<sshPrnamt>5050530</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>4935700</Shared>
			<None>114830</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>AGILENT TECHNOLOGIES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>00846U101</cusip>
		<value>776</value>
		<shrsOrPrnAmt>
			<sshPrnamt>18155</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>18155</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>AGILENT TECHNOLOGIES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>00846U101</cusip>
		<value>122</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2853</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>2671</Shared>
			<None>182</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>AIR PRODS &amp; CHEMS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>009158106</cusip>
		<value>1211</value>
		<shrsOrPrnAmt>
			<sshPrnamt>13223</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>13223</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>ALCOA INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>013817101</cusip>
		<value>568</value>
		<shrsOrPrnAmt>
			<sshPrnamt>72615</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>3000</Shared>
			<None>69615</None>
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	<infoTable>
		<nameOfIssuer>ALCOA INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>013817101</cusip>
		<value>2087</value>
		<shrsOrPrnAmt>
			<sshPrnamt>266900</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>149465</Shared>
			<None>117435</None>
		</votingAuthority>
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		<nameOfIssuer>ALLEGHANY CORP DEL</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>017175100</cusip>
		<value>636</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1659</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>1659</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>ALLEGHENY TECHNOLOGIES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>01741R102</cusip>
		<value>2869</value>
		<shrsOrPrnAmt>
			<sshPrnamt>109040</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>78955</Shared>
			<None>30085</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>ALLEGHENY TECHNOLOGIES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>01741R102</cusip>
		<value>13493</value>
		<shrsOrPrnAmt>
			<sshPrnamt>512839</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>1250</Sole>
			<Shared>491659</Shared>
			<None>19930</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ALLIANCEBERNSTEIN HOLDING LP</nameOfIssuer>
		<titleOfClass>UNIT LTD PARTN</titleOfClass>
		<cusip>01881G106</cusip>
		<value>1794</value>
		<shrsOrPrnAmt>
			<sshPrnamt>86148</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>85548</Shared>
			<None>600</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>ALUMINA LTD</nameOfIssuer>
		<titleOfClass>SPONSORED ADR</titleOfClass>
		<cusip>022205108</cusip>
		<value>2425</value>
		<shrsOrPrnAmt>
			<sshPrnamt>679166</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>674766</Shared>
			<None>4400</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>AMAZON COM INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>023135106</cusip>
		<value>1111</value>
		<shrsOrPrnAmt>
			<sshPrnamt>4000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>4000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>AMAZON COM INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>023135106</cusip>
		<value>114</value>
		<shrsOrPrnAmt>
			<sshPrnamt>410</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>410</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>AMEREN CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>023608102</cusip>
		<value>2795</value>
		<shrsOrPrnAmt>
			<sshPrnamt>81152</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>81152</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>AMEREN CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>023608102</cusip>
		<value>2553</value>
		<shrsOrPrnAmt>
			<sshPrnamt>74136</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>74136</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>AMERESCO INC</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>02361E108</cusip>
		<value>4827</value>
		<shrsOrPrnAmt>
			<sshPrnamt>535700</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>0</Shared>
			<None>535700</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>AMERICAN ELEC PWR INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>025537101</cusip>
		<value>5410</value>
		<shrsOrPrnAmt>
			<sshPrnamt>120805</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>93110</Sole>
			<Shared>11500</Shared>
			<None>16195</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>AMERICAN ELEC PWR INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>025537101</cusip>
		<value>45004</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1005013</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>998275</Shared>
			<None>6738</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>AMERICAN INTL GROUP INC</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>026874784</cusip>
		<value>653</value>
		<shrsOrPrnAmt>
			<sshPrnamt>14605</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>14500</Sole>
			<Shared>105</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>AMERICAN INTL GROUP INC</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>026874784</cusip>
		<value>4880</value>
		<shrsOrPrnAmt>
			<sshPrnamt>109172</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>109172</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>AMERICAN WTR WKS CO INC NEW</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>030420103</cusip>
		<value>204</value>
		<shrsOrPrnAmt>
			<sshPrnamt>4950</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>4950</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>AMERISTAR CASINOS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>03070Q101</cusip>
		<value>4154</value>
		<shrsOrPrnAmt>
			<sshPrnamt>158006</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>158006</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>AMERISTAR CASINOS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>03070Q101</cusip>
		<value>614</value>
		<shrsOrPrnAmt>
			<sshPrnamt>23354</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>23354</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ANADARKO PETE CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>032511107</cusip>
		<value>6056</value>
		<shrsOrPrnAmt>
			<sshPrnamt>70477</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>13031</Sole>
			<Shared>34879</Shared>
			<None>22567</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ANADARKO PETE CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>032511107</cusip>
		<value>23610</value>
		<shrsOrPrnAmt>
			<sshPrnamt>274760</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>600</Sole>
			<Shared>256465</Shared>
			<None>17695</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>APCO OIL &amp; GAS INTERNATIONAL</nameOfIssuer>
		<titleOfClass>SHS</titleOfClass>
		<cusip>G0471F109</cusip>
		<value>543</value>
		<shrsOrPrnAmt>
			<sshPrnamt>47109</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>47109</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>APCO OIL &amp; GAS INTERNATIONAL</nameOfIssuer>
		<titleOfClass>SHS</titleOfClass>
		<cusip>G0471F109</cusip>
		<value>21</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1845</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>1845</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>APOLLO INVT CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>03761U106</cusip>
		<value>603</value>
		<shrsOrPrnAmt>
			<sshPrnamt>77901</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>77901</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>APPLE INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>037833100</cusip>
		<value>9321</value>
		<shrsOrPrnAmt>
			<sshPrnamt>23506</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>9359</Sole>
			<Shared>9754</Shared>
			<None>4393</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>APPLE INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>037833100</cusip>
		<value>143945</value>
		<shrsOrPrnAmt>
			<sshPrnamt>363011</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>105</Sole>
			<Shared>350758</Shared>
			<None>12148</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ARCH CAP GROUP LTD</nameOfIssuer>
		<titleOfClass>ORD</titleOfClass>
		<cusip>G0450A105</cusip>
		<value>367</value>
		<shrsOrPrnAmt>
			<sshPrnamt>7140</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>7140</Shared>
			<None>0</None>
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		<nameOfIssuer>AT&amp;T INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>00206R102</cusip>
		<value>2791</value>
		<shrsOrPrnAmt>
			<sshPrnamt>78831</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>78831</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ATMEL CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>049513104</cusip>
		<value>1858</value>
		<shrsOrPrnAmt>
			<sshPrnamt>253164</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>175827</Sole>
			<Shared>77337</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ATMEL CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>049513104</cusip>
		<value>34065</value>
		<shrsOrPrnAmt>
			<sshPrnamt>4640971</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>4350</Sole>
			<Shared>4412406</Shared>
			<None>224215</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>AVALONBAY CMNTYS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>053484101</cusip>
		<value>202</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1500</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>0</Shared>
			<None>1500</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>AVISTA CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>05379B107</cusip>
		<value>1826</value>
		<shrsOrPrnAmt>
			<sshPrnamt>67582</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>67582</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>BABCOCK &amp; WILCOX CO NEW</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>05615F102</cusip>
		<value>2938</value>
		<shrsOrPrnAmt>
			<sshPrnamt>97828</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>69707</Shared>
			<None>28121</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>BABCOCK &amp; WILCOX CO NEW</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>05615F102</cusip>
		<value>6722</value>
		<shrsOrPrnAmt>
			<sshPrnamt>223829</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>223829</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>BAKER HUGHES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>057224107</cusip>
		<value>369</value>
		<shrsOrPrnAmt>
			<sshPrnamt>8000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>8000</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>BANK OF AMERICA CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>060505104</cusip>
		<value>790</value>
		<shrsOrPrnAmt>
			<sshPrnamt>61395</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>0</Shared>
			<None>61395</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>BANK OF AMERICA CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>060505104</cusip>
		<value>12785</value>
		<shrsOrPrnAmt>
			<sshPrnamt>994145</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>964215</Shared>
			<None>29930</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>BANK NEW YORK MELLON CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>064058100</cusip>
		<value>6685</value>
		<shrsOrPrnAmt>
			<sshPrnamt>238340</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>171328</Shared>
			<None>67012</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>BANK NEW YORK MELLON CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>064058100</cusip>
		<value>25130</value>
		<shrsOrPrnAmt>
			<sshPrnamt>895889</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>3101</Sole>
			<Shared>890538</Shared>
			<None>2250</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>BANKUNITED INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>06652K103</cusip>
		<value>36506</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1403550</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>1403550</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>BARNES &amp; NOBLE INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>067774109</cusip>
		<value>4326</value>
		<shrsOrPrnAmt>
			<sshPrnamt>271071</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>10000</Sole>
			<Shared>186030</Shared>
			<None>75041</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>BARNES &amp; NOBLE INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>067774109</cusip>
		<value>2538</value>
		<shrsOrPrnAmt>
			<sshPrnamt>159050</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>159050</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>BARRICK GOLD CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>067901108</cusip>
		<value>9049</value>
		<shrsOrPrnAmt>
			<sshPrnamt>574880</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>394329</Shared>
			<None>180551</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>BARRICK GOLD CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>067901108</cusip>
		<value>14701</value>
		<shrsOrPrnAmt>
			<sshPrnamt>933999</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>2550</Sole>
			<Shared>876529</Shared>
			<None>54920</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>BAXTER INTL INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>071813109</cusip>
		<value>48</value>
		<shrsOrPrnAmt>
			<sshPrnamt>700</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>700</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>BAXTER INTL INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>071813109</cusip>
		<value>6265</value>
		<shrsOrPrnAmt>
			<sshPrnamt>90442</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>1300</Sole>
			<Shared>89142</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>BECTON DICKINSON &amp; CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>075887109</cusip>
		<value>415</value>
		<shrsOrPrnAmt>
			<sshPrnamt>4200</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>4200</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>BECTON DICKINSON &amp; CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>075887109</cusip>
		<value>10102</value>
		<shrsOrPrnAmt>
			<sshPrnamt>102220</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>500</Sole>
			<Shared>99720</Shared>
			<None>2000</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>BELO CORP</nameOfIssuer>
		<titleOfClass>COM SER A</titleOfClass>
		<cusip>080555105</cusip>
		<value>809</value>
		<shrsOrPrnAmt>
			<sshPrnamt>58020</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>58020</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>BELO CORP</nameOfIssuer>
		<titleOfClass>COM SER A</titleOfClass>
		<cusip>080555105</cusip>
		<value>115</value>
		<shrsOrPrnAmt>
			<sshPrnamt>8219</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>8219</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>BERKSHIRE HATHAWAY INC DEL</nameOfIssuer>
		<titleOfClass>CL B NEW</titleOfClass>
		<cusip>084670702</cusip>
		<value>1870</value>
		<shrsOrPrnAmt>
			<sshPrnamt>16710</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>4460</Shared>
			<None>12250</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>BEST BUY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>086516101</cusip>
		<value>588</value>
		<shrsOrPrnAmt>
			<sshPrnamt>21508</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>21508</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>BIO RAD LABS INC</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>090572207</cusip>
		<value>4232</value>
		<shrsOrPrnAmt>
			<sshPrnamt>37722</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>29544</Sole>
			<Shared>8178</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>BIO RAD LABS INC</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>090572207</cusip>
		<value>78445</value>
		<shrsOrPrnAmt>
			<sshPrnamt>699157</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>673284</Shared>
			<None>25873</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>BIOAMBER INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>09072Q106</cusip>
		<value>1122</value>
		<shrsOrPrnAmt>
			<sshPrnamt>165000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>165000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>BIOGEN IDEC INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>09062X103</cusip>
		<value>893</value>
		<shrsOrPrnAmt>
			<sshPrnamt>4148</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>0</Shared>
			<None>4148</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>BLACKSTONE GROUP L P</nameOfIssuer>
		<titleOfClass>COM UNIT LTD</titleOfClass>
		<cusip>09253U108</cusip>
		<value>126</value>
		<shrsOrPrnAmt>
			<sshPrnamt>6000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>6000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>BLACKSTONE GROUP L P</nameOfIssuer>
		<titleOfClass>COM UNIT LTD</titleOfClass>
		<cusip>09253U108</cusip>
		<value>1752</value>
		<shrsOrPrnAmt>
			<sshPrnamt>83175</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>57220</Shared>
			<None>25955</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>BMC SOFTWARE INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>055921100</cusip>
		<value>2211</value>
		<shrsOrPrnAmt>
			<sshPrnamt>48988</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>48988</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>BMC SOFTWARE INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>055921100</cusip>
		<value>313</value>
		<shrsOrPrnAmt>
			<sshPrnamt>6931</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>6931</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>BOULDER BRANDS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>101405108</cusip>
		<value>699</value>
		<shrsOrPrnAmt>
			<sshPrnamt>58048</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>58048</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>BOULDER BRANDS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>101405108</cusip>
		<value>884</value>
		<shrsOrPrnAmt>
			<sshPrnamt>73350</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>72285</Shared>
			<None>1065</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>BP PLC</nameOfIssuer>
		<titleOfClass>SPONSORED ADR</titleOfClass>
		<cusip>055622104</cusip>
		<value>1845</value>
		<shrsOrPrnAmt>
			<sshPrnamt>44212</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>15212</Shared>
			<None>29000</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>BRE PROPERTIES INC</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>05564E106</cusip>
		<value>2401</value>
		<shrsOrPrnAmt>
			<sshPrnamt>48009</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>48009</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>BRE PROPERTIES INC</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>05564E106</cusip>
		<value>336</value>
		<shrsOrPrnAmt>
			<sshPrnamt>6709</sshPrnamt>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>6709</Shared>
			<None>0</None>
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		<nameOfIssuer>BRISTOL MYERS SQUIBB CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>110122108</cusip>
		<value>1210</value>
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			<sshPrnamt>27080</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>26080</Shared>
			<None>1000</None>
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		<nameOfIssuer>BROOKFIELD ASSET MGMT INC</nameOfIssuer>
		<titleOfClass>CL A LTD VT SH</titleOfClass>
		<cusip>112585104</cusip>
		<value>279</value>
		<shrsOrPrnAmt>
			<sshPrnamt>7750</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>7750</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>BROOKFIELD OFFICE PPTYS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>112900105</cusip>
		<value>174</value>
		<shrsOrPrnAmt>
			<sshPrnamt>10443</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>10443</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>CABLEVISION SYS CORP</nameOfIssuer>
		<titleOfClass>CL A NY CABLVS</titleOfClass>
		<cusip>12686C109</cusip>
		<value>198</value>
		<shrsOrPrnAmt>
			<sshPrnamt>11800</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>10000</Sole>
			<Shared>1800</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>CABLEVISION SYS CORP</nameOfIssuer>
		<titleOfClass>CL A NY CABLVS</titleOfClass>
		<cusip>12686C109</cusip>
		<value>79</value>
		<shrsOrPrnAmt>
			<sshPrnamt>4670</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>4670</Shared>
			<None>0</None>
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		<nameOfIssuer>CALPINE CORP</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>131347304</cusip>
		<value>4</value>
		<shrsOrPrnAmt>
			<sshPrnamt>178</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>178</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>CALPINE CORP</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>131347304</cusip>
		<value>28639</value>
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			<sshPrnamt>1348980</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>0</Shared>
			<None>1348980</None>
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		<nameOfIssuer>CANADIAN NATL RY CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>136375102</cusip>
		<value>1809</value>
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			<sshPrnamt>18600</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>18600</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>CAPLEASE INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>140288101</cusip>
		<value>3188</value>
		<shrsOrPrnAmt>
			<sshPrnamt>377770</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>377770</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>CAPLEASE INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>140288101</cusip>
		<value>474</value>
		<shrsOrPrnAmt>
			<sshPrnamt>56182</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>56182</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>CATERPILLAR INC DEL</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>149123101</cusip>
		<value>107</value>
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			<sshPrnamt>1300</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>1300</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>CATERPILLAR INC DEL</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>149123101</cusip>
		<value>3701</value>
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			<sshPrnamt>44864</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>50</Sole>
			<Shared>43989</Shared>
			<None>825</None>
		</votingAuthority>
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		<nameOfIssuer>CENTERPOINT ENERGY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>15189T107</cusip>
		<value>454</value>
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			<sshPrnamt>19314</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>314</Sole>
			<Shared>19000</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>CHANNELADVISOR CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>159179100</cusip>
		<value>157</value>
		<shrsOrPrnAmt>
			<sshPrnamt>10000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>10000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>CHEVRON CORP NEW</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>166764100</cusip>
		<value>33034</value>
		<shrsOrPrnAmt>
			<sshPrnamt>279149</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>279091</Shared>
			<None>58</None>
		</votingAuthority>
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		<nameOfIssuer>CHIPOTLE MEXICAN GRILL INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>169656105</cusip>
		<value>1566</value>
		<shrsOrPrnAmt>
			<sshPrnamt>4297</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>4297</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>CHUBB CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>171232101</cusip>
		<value>882</value>
		<shrsOrPrnAmt>
			<sshPrnamt>10415</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>2495</Shared>
			<None>7920</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>CHUBB CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>171232101</cusip>
		<value>13644</value>
		<shrsOrPrnAmt>
			<sshPrnamt>161179</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>675</Sole>
			<Shared>148849</Shared>
			<None>11655</None>
		</votingAuthority>
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		<nameOfIssuer>CIGNA CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>125509109</cusip>
		<value>283</value>
		<shrsOrPrnAmt>
			<sshPrnamt>3900</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>3900</Shared>
			<None>0</None>
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		<nameOfIssuer>CINEMARK HOLDINGS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>17243V102</cusip>
		<value>934</value>
		<shrsOrPrnAmt>
			<sshPrnamt>33466</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>33466</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>CIT GROUP INC</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>125581801</cusip>
		<value>7062</value>
		<shrsOrPrnAmt>
			<sshPrnamt>151446</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>123301</Sole>
			<Shared>28145</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>CIT GROUP INC</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>125581801</cusip>
		<value>141100</value>
		<shrsOrPrnAmt>
			<sshPrnamt>3025952</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>2942294</Shared>
			<None>83658</None>
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		<nameOfIssuer>CITIGROUP INC</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>172967424</cusip>
		<value>22452</value>
		<shrsOrPrnAmt>
			<sshPrnamt>468047</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>150768</Sole>
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			<None>96517</None>
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		<nameOfIssuer>CITIGROUP INC</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>172967424</cusip>
		<value>215363</value>
		<shrsOrPrnAmt>
			<sshPrnamt>4489530</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>1447</Sole>
			<Shared>4341613</Shared>
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		<nameOfIssuer>CLEARWIRE CORP NEW</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>18538Q105</cusip>
		<value>837</value>
		<shrsOrPrnAmt>
			<sshPrnamt>167554</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>167554</Sole>
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			<None>0</None>
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	<infoTable>
		<nameOfIssuer>CLEARWIRE CORP NEW</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>18538Q105</cusip>
		<value>103</value>
		<shrsOrPrnAmt>
			<sshPrnamt>20557</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>20557</Shared>
			<None>0</None>
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		<nameOfIssuer>CLIFFS NAT RES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>18683K101</cusip>
		<value>2061</value>
		<shrsOrPrnAmt>
			<sshPrnamt>126803</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>94546</Sole>
			<Shared>32257</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>CLIFFS NAT RES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>18683K101</cusip>
		<value>56513</value>
		<shrsOrPrnAmt>
			<sshPrnamt>3477705</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>3375545</Shared>
			<None>102160</None>
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		<nameOfIssuer>CMS ENERGY CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>125896100</cusip>
		<value>767</value>
		<shrsOrPrnAmt>
			<sshPrnamt>28220</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>28220</Sole>
			<Shared>0</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>CMS ENERGY CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>125896100</cusip>
		<value>1602</value>
		<shrsOrPrnAmt>
			<sshPrnamt>58951</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>58951</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>CNA FINL CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>126117100</cusip>
		<value>1346</value>
		<shrsOrPrnAmt>
			<sshPrnamt>41250</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>41250</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>COACH INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>189754104</cusip>
		<value>263</value>
		<shrsOrPrnAmt>
			<sshPrnamt>4600</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>4600</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>COCA COLA CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>191216100</cusip>
		<value>2909</value>
		<shrsOrPrnAmt>
			<sshPrnamt>72523</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>20088</Shared>
			<None>52435</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>COCA COLA CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>191216100</cusip>
		<value>20166</value>
		<shrsOrPrnAmt>
			<sshPrnamt>502764</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>5100</Sole>
			<Shared>444889</Shared>
			<None>52775</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>COMPUWARE CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>205638109</cusip>
		<value>555</value>
		<shrsOrPrnAmt>
			<sshPrnamt>53641</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>53641</Sole>
			<Shared>0</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>COMPUWARE CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>205638109</cusip>
		<value>81</value>
		<shrsOrPrnAmt>
			<sshPrnamt>7816</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>7816</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>CONAGRA FOODS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>205887102</cusip>
		<value>4294</value>
		<shrsOrPrnAmt>
			<sshPrnamt>122942</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>92946</Sole>
			<Shared>29996</Shared>
			<None>0</None>
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		<nameOfIssuer>CONAGRA FOODS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>205887102</cusip>
		<value>67948</value>
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			<sshPrnamt>1945248</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>1851183</Shared>
			<None>94065</None>
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		<nameOfIssuer>CONOCOPHILLIPS</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>20825C104</cusip>
		<value>292</value>
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			<sshPrnamt>4822</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>2000</Shared>
			<None>2822</None>
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		<nameOfIssuer>CONSTELLATION BRANDS INC</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>21036P108</cusip>
		<value>4044</value>
		<shrsOrPrnAmt>
			<sshPrnamt>77587</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>77587</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>CONSTELLATION BRANDS INC</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>21036P108</cusip>
		<value>319</value>
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			<sshPrnamt>6115</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>6115</Shared>
			<None>0</None>
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		<nameOfIssuer>CORNING INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>219350105</cusip>
		<value>19626</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1379177</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>102790</Shared>
			<None>1276387</None>
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		<nameOfIssuer>COTY INC</nameOfIssuer>
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		<cusip>222070203</cusip>
		<value>2499</value>
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			<sshPrnamt>145468</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>120489</Sole>
			<Shared>24979</Shared>
			<None>0</None>
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		<nameOfIssuer>COTY INC</nameOfIssuer>
		<titleOfClass>COM CL A</titleOfClass>
		<cusip>222070203</cusip>
		<value>23134</value>
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			<sshPrnamt>1346555</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>1243459</Shared>
			<None>103096</None>
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		<nameOfIssuer>COVANTA HLDG CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>22282E102</cusip>
		<value>1533</value>
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			<sshPrnamt>76598</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>76598</Sole>
			<Shared>0</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>COVANTA HLDG CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>22282E102</cusip>
		<value>39990</value>
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			<sshPrnamt>1997509</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>0</Shared>
			<None>1997509</None>
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		<nameOfIssuer>COVIDIEN PLC EX DISTRIB WI</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>G2554F139</cusip>
		<value>5833</value>
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			<sshPrnamt>101978</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>20000</Sole>
			<Shared>58412</Shared>
			<None>23566</None>
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		<nameOfIssuer>CRANE CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>224399105</cusip>
		<value>348</value>
		<shrsOrPrnAmt>
			<sshPrnamt>5800</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>5300</Sole>
			<Shared>500</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>CRANE CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>224399105</cusip>
		<value>920</value>
		<shrsOrPrnAmt>
			<sshPrnamt>15350</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>15350</Shared>
			<None>0</None>
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		<nameOfIssuer>CRAY INC</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>225223304</cusip>
		<value>8470</value>
		<shrsOrPrnAmt>
			<sshPrnamt>431263</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>75174</Sole>
			<Shared>255181</Shared>
			<None>100908</None>
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		<nameOfIssuer>CRAY INC</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>225223304</cusip>
		<value>12404</value>
		<shrsOrPrnAmt>
			<sshPrnamt>631570</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>1375</Sole>
			<Shared>628270</Shared>
			<None>1925</None>
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		<nameOfIssuer>CREE INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>225447101</cusip>
		<value>10481</value>
		<shrsOrPrnAmt>
			<sshPrnamt>164207</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>0</Shared>
			<None>164207</None>
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		<nameOfIssuer>CROSSTEX ENERGY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>22765Y104</cusip>
		<value>223</value>
		<shrsOrPrnAmt>
			<sshPrnamt>11269</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>11269</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>CUMMINS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>231021106</cusip>
		<value>444</value>
		<shrsOrPrnAmt>
			<sshPrnamt>4095</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>4000</Shared>
			<None>95</None>
		</votingAuthority>
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		<nameOfIssuer>CYAN INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>23247W104</cusip>
		<value>522</value>
		<shrsOrPrnAmt>
			<sshPrnamt>50000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>50000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>DANAHER CORP DEL</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>235851102</cusip>
		<value>3348</value>
		<shrsOrPrnAmt>
			<sshPrnamt>52898</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>42852</Sole>
			<Shared>10046</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>DANAHER CORP DEL</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>235851102</cusip>
		<value>41193</value>
		<shrsOrPrnAmt>
			<sshPrnamt>650755</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>621242</Shared>
			<None>29513</None>
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		<nameOfIssuer>DEL FRISCOS RESTAURANT GROUP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>245077102</cusip>
		<value>642</value>
		<shrsOrPrnAmt>
			<sshPrnamt>30000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>30000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>DELL INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>24702R101</cusip>
		<value>2381</value>
		<shrsOrPrnAmt>
			<sshPrnamt>178700</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>178700</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>DELL INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>24702R101</cusip>
		<value>557</value>
		<shrsOrPrnAmt>
			<sshPrnamt>41807</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>41807</Shared>
			<None>0</None>
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		<nameOfIssuer>DELTA AIR LINES INC DEL</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>247361702</cusip>
		<value>6667</value>
		<shrsOrPrnAmt>
			<sshPrnamt>356315</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>20000</Sole>
			<Shared>239640</Shared>
			<None>96675</None>
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	<infoTable>
		<nameOfIssuer>DELTA AIR LINES INC DEL</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>247361702</cusip>
		<value>9671</value>
		<shrsOrPrnAmt>
			<sshPrnamt>516900</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>516900</Shared>
			<None>0</None>
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		<nameOfIssuer>DEMANDWARE INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>24802Y105</cusip>
		<value>636</value>
		<shrsOrPrnAmt>
			<sshPrnamt>15000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>15000</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>DEVON ENERGY CORP NEW</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>25179M103</cusip>
		<value>6639</value>
		<shrsOrPrnAmt>
			<sshPrnamt>127970</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>9500</Sole>
			<Shared>86935</Shared>
			<None>31535</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>DEVON ENERGY CORP NEW</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>25179M103</cusip>
		<value>14351</value>
		<shrsOrPrnAmt>
			<sshPrnamt>276615</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>90</Sole>
			<Shared>275625</Shared>
			<None>900</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>DIAGEO P L C</nameOfIssuer>
		<titleOfClass>SPON ADR NEW</titleOfClass>
		<cusip>25243Q205</cusip>
		<value>362</value>
		<shrsOrPrnAmt>
			<sshPrnamt>3150</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>3150</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>DIAGEO P L C</nameOfIssuer>
		<titleOfClass>SPON ADR NEW</titleOfClass>
		<cusip>25243Q205</cusip>
		<value>18635</value>
		<shrsOrPrnAmt>
			<sshPrnamt>162118</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>1070</Sole>
			<Shared>160093</Shared>
			<None>955</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>DIGITALGLOBE INC</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>25389M877</cusip>
		<value>1216</value>
		<shrsOrPrnAmt>
			<sshPrnamt>39225</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>38475</Shared>
			<None>750</None>
		</votingAuthority>
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		<nameOfIssuer>DISNEY WALT CO</nameOfIssuer>
		<titleOfClass>COM DISNEY</titleOfClass>
		<cusip>254687106</cusip>
		<value>1785</value>
		<shrsOrPrnAmt>
			<sshPrnamt>28270</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>27870</Shared>
			<None>400</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>DOLLAR TREE INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>256746108</cusip>
		<value>528</value>
		<shrsOrPrnAmt>
			<sshPrnamt>10387</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>10387</Sole>
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			<None>0</None>
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	<infoTable>
		<nameOfIssuer>DOLLAR TREE INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>256746108</cusip>
		<value>5469</value>
		<shrsOrPrnAmt>
			<sshPrnamt>107570</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>107570</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>DRESSER-RAND GROUP INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>261608103</cusip>
		<value>1968</value>
		<shrsOrPrnAmt>
			<sshPrnamt>32815</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>7055</Shared>
			<None>25760</None>
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	<infoTable>
		<nameOfIssuer>DRESSER-RAND GROUP INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>261608103</cusip>
		<value>19181</value>
		<shrsOrPrnAmt>
			<sshPrnamt>319798</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>895</Sole>
			<Shared>275693</Shared>
			<None>43210</None>
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	<infoTable>
		<nameOfIssuer>DU PONT E I DE NEMOURS &amp; CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>263534109</cusip>
		<value>5249</value>
		<shrsOrPrnAmt>
			<sshPrnamt>99981</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>63666</Sole>
			<Shared>21720</Shared>
			<None>14595</None>
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	<infoTable>
		<nameOfIssuer>DU PONT E I DE NEMOURS &amp; CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>263534109</cusip>
		<value>141131</value>
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			<sshPrnamt>2688219</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>2292865</Shared>
			<None>395354</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>DUKE ENERGY CORP NEW</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>26441C204</cusip>
		<value>25</value>
		<shrsOrPrnAmt>
			<sshPrnamt>367</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>367</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>DUKE ENERGY CORP NEW</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>26441C204</cusip>
		<value>2619</value>
		<shrsOrPrnAmt>
			<sshPrnamt>38805</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>38805</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>E M C CORP MASS</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>268648102</cusip>
		<value>3677</value>
		<shrsOrPrnAmt>
			<sshPrnamt>155668</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>122430</Sole>
			<Shared>33238</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>E M C CORP MASS</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>268648102</cusip>
		<value>87995</value>
		<shrsOrPrnAmt>
			<sshPrnamt>3725458</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>3627858</Shared>
			<None>97600</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>EATON CORP PLC</nameOfIssuer>
		<titleOfClass>SHS</titleOfClass>
		<cusip>G29183103</cusip>
		<value>18365</value>
		<shrsOrPrnAmt>
			<sshPrnamt>279067</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>87419</Sole>
			<Shared>146938</Shared>
			<None>44710</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>EATON CORP PLC</nameOfIssuer>
		<titleOfClass>SHS</titleOfClass>
		<cusip>G29183103</cusip>
		<value>274896</value>
		<shrsOrPrnAmt>
			<sshPrnamt>4177111</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>1675</Sole>
			<Shared>3893202</Shared>
			<None>282234</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>EATON VANCE CORP</nameOfIssuer>
		<titleOfClass>COM NON VTG</titleOfClass>
		<cusip>278265103</cusip>
		<value>2105</value>
		<shrsOrPrnAmt>
			<sshPrnamt>56000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>56000</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ECHELON CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>27874N105</cusip>
		<value>380</value>
		<shrsOrPrnAmt>
			<sshPrnamt>180000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>0</Shared>
			<None>180000</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>EDISON INTL</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>281020107</cusip>
		<value>1633</value>
		<shrsOrPrnAmt>
			<sshPrnamt>33917</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>33917</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>EDISON INTL</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>281020107</cusip>
		<value>419</value>
		<shrsOrPrnAmt>
			<sshPrnamt>8690</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>7430</Shared>
			<None>1260</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ELAN PLC</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>284131208</cusip>
		<value>2465</value>
		<shrsOrPrnAmt>
			<sshPrnamt>174300</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>174300</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ELAN PLC</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>284131208</cusip>
		<value>346</value>
		<shrsOrPrnAmt>
			<sshPrnamt>24448</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>24448</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>EMERSON ELEC CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>291011104</cusip>
		<value>741</value>
		<shrsOrPrnAmt>
			<sshPrnamt>13582</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>13582</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ENDO HEALTH SOLUTIONS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>29264F205</cusip>
		<value>506</value>
		<shrsOrPrnAmt>
			<sshPrnamt>13762</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>13762</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ENDO HEALTH SOLUTIONS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>29264F205</cusip>
		<value>1389</value>
		<shrsOrPrnAmt>
			<sshPrnamt>37765</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>37765</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ENERGY RECOVERY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>29270J100</cusip>
		<value>53</value>
		<shrsOrPrnAmt>
			<sshPrnamt>12907</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>12907</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ENERSYS</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>29275Y102</cusip>
		<value>2628</value>
		<shrsOrPrnAmt>
			<sshPrnamt>53580</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>0</Shared>
			<None>53580</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ESCO TECHNOLOGIES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>296315104</cusip>
		<value>7379</value>
		<shrsOrPrnAmt>
			<sshPrnamt>227895</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>0</Shared>
			<None>227895</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ESPERION THERAPEUT INC </nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>29664W105</cusip>
		<value>1017</value>
		<shrsOrPrnAmt>
			<sshPrnamt>72133</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>72133</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>EXELIS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>30162A108</cusip>
		<value>713</value>
		<shrsOrPrnAmt>
			<sshPrnamt>51695</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>51695</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>EXELON CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>30161N101</cusip>
		<value>480</value>
		<shrsOrPrnAmt>
			<sshPrnamt>15557</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>15557</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>EXELON CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>30161N101</cusip>
		<value>12951</value>
		<shrsOrPrnAmt>
			<sshPrnamt>419395</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>4920</Shared>
			<None>414475</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>EXXON MOBIL CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>30231G102</cusip>
		<value>41877</value>
		<shrsOrPrnAmt>
			<sshPrnamt>463496</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>463496</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>FEDEX CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>31428X106</cusip>
		<value>258</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2620</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>0</Shared>
			<None>2620</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>FEDEX CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>31428X106</cusip>
		<value>1379</value>
		<shrsOrPrnAmt>
			<sshPrnamt>13990</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>12300</Shared>
			<None>1690</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>FIDELITY NATIONAL FINANCIAL</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>31620R105</cusip>
		<value>68</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2850</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>2850</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>FIDELITY NATIONAL FINANCIAL</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>31620R105</cusip>
		<value>430</value>
		<shrsOrPrnAmt>
			<sshPrnamt>18046</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>18046</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>FIDELITY NATL INFORMATION SV</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>31620M106</cusip>
		<value>107</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2500</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>2500</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>FIDELITY NATL INFORMATION SV</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>31620M106</cusip>
		<value>257</value>
		<shrsOrPrnAmt>
			<sshPrnamt>6000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>6000</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>FIFTH &amp; PAC COS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>316645100</cusip>
		<value>1296</value>
		<shrsOrPrnAmt>
			<sshPrnamt>58004</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>58004</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>FIRST NBC BK HLDG CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>32115D106</cusip>
		<value>841</value>
		<shrsOrPrnAmt>
			<sshPrnamt>34467</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>34467</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>FIRST SOLAR INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>336433107</cusip>
		<value>5210</value>
		<shrsOrPrnAmt>
			<sshPrnamt>116262</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>0</Shared>
			<None>116262</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>FIVE BELOW INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>33829M101</cusip>
		<value>1105</value>
		<shrsOrPrnAmt>
			<sshPrnamt>30000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>30000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>FOOT LOCKER INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>344849104</cusip>
		<value>2206</value>
		<shrsOrPrnAmt>
			<sshPrnamt>62806</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>62806</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>FORD MTR CO DEL</nameOfIssuer>
		<titleOfClass>COM PAR $0.01</titleOfClass>
		<cusip>345370860</cusip>
		<value>1464</value>
		<shrsOrPrnAmt>
			<sshPrnamt>94635</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>91659</Shared>
			<None>2976</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>FOREST CITY ENTERPRISES INC</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>345550107</cusip>
		<value>3251</value>
		<shrsOrPrnAmt>
			<sshPrnamt>181501</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>181501</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>FOREST CITY ENTERPRISES INC</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>345550107</cusip>
		<value>90</value>
		<shrsOrPrnAmt>
			<sshPrnamt>5000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>5000</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>FREEPORT-MCMORAN COPPER &amp; GO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>35671D857</cusip>
		<value>1366</value>
		<shrsOrPrnAmt>
			<sshPrnamt>49480</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>36901</Sole>
			<Shared>12579</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>FREEPORT-MCMORAN COPPER &amp; GO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>35671D857</cusip>
		<value>41929</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1518610</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>1474456</Shared>
			<None>44154</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>FUELCELL ENERGY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>35952H106</cusip>
		<value>403</value>
		<shrsOrPrnAmt>
			<sshPrnamt>314782</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>314782</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>GENERAL AMERN INVS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>368802104</cusip>
		<value>164</value>
		<shrsOrPrnAmt>
			<sshPrnamt>5138</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>0</Shared>
			<None>5138</None>
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	<infoTable>
		<nameOfIssuer>GENERAL AMERN INVS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>368802104</cusip>
		<value>630</value>
		<shrsOrPrnAmt>
			<sshPrnamt>19731</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>0</Shared>
			<None>19731</None>
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	<infoTable>
		<nameOfIssuer>GENERAL ELECTRIC CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>369604103</cusip>
		<value>2143</value>
		<shrsOrPrnAmt>
			<sshPrnamt>92430</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>37075</Shared>
			<None>55355</None>
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	<infoTable>
		<nameOfIssuer>GENERAL ELECTRIC CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>369604103</cusip>
		<value>57875</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2495689</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>3960</Sole>
			<Shared>2380481</Shared>
			<None>111248</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>GENERAL MTRS CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>37045V100</cusip>
		<value>859</value>
		<shrsOrPrnAmt>
			<sshPrnamt>25787</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>20387</Sole>
			<Shared>5400</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>GENERAL MTRS CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>37045V100</cusip>
		<value>16151</value>
		<shrsOrPrnAmt>
			<sshPrnamt>484875</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>1875</Sole>
			<Shared>482500</Shared>
			<None>500</None>
		</votingAuthority>
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		<nameOfIssuer>GENTIVA HEALTH SERVICES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>37247A102</cusip>
		<value>1555</value>
		<shrsOrPrnAmt>
			<sshPrnamt>156092</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>22148</Sole>
			<Shared>95453</Shared>
			<None>38491</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>GENTIVA HEALTH SERVICES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>37247A102</cusip>
		<value>25</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2476</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>2000</Shared>
			<None>476</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>GLAXOSMITHKLINE PLC</nameOfIssuer>
		<titleOfClass>SPONSORED ADR</titleOfClass>
		<cusip>37733W105</cusip>
		<value>2951</value>
		<shrsOrPrnAmt>
			<sshPrnamt>59054</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>11604</Shared>
			<None>47450</None>
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	<infoTable>
		<nameOfIssuer>GOGO INC </nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>38046C109</cusip>
		<value>1065</value>
		<shrsOrPrnAmt>
			<sshPrnamt>76232</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>76232</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>GOLAR LNG LTD BERMUDA</nameOfIssuer>
		<titleOfClass>SHS</titleOfClass>
		<cusip>G9456A100</cusip>
		<value>1519</value>
		<shrsOrPrnAmt>
			<sshPrnamt>47633</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>47633</Sole>
			<Shared>0</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>GOLAR LNG LTD BERMUDA</nameOfIssuer>
		<titleOfClass>SHS</titleOfClass>
		<cusip>G9456A100</cusip>
		<value>27304</value>
		<shrsOrPrnAmt>
			<sshPrnamt>856208</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>37190</Shared>
			<None>819018</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>GOOGLE INC</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>38259P508</cusip>
		<value>5190</value>
		<shrsOrPrnAmt>
			<sshPrnamt>5895</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>500</Sole>
			<Shared>3127</Shared>
			<None>2268</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>GOOGLE INC</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>38259P508</cusip>
		<value>9583</value>
		<shrsOrPrnAmt>
			<sshPrnamt>10885</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>25</Sole>
			<Shared>9050</Shared>
			<None>1810</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>GREAT PLAINS ENERGY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>391164100</cusip>
		<value>2777</value>
		<shrsOrPrnAmt>
			<sshPrnamt>123211</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>102011</Sole>
			<Shared>21200</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>GREAT PLAINS ENERGY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>391164100</cusip>
		<value>2608</value>
		<shrsOrPrnAmt>
			<sshPrnamt>115701</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>114201</Shared>
			<None>1500</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>GULFMARK OFFSHORE INC</nameOfIssuer>
		<titleOfClass>CL A NEW</titleOfClass>
		<cusip>402629208</cusip>
		<value>3493</value>
		<shrsOrPrnAmt>
			<sshPrnamt>77458</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>77458</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>HALLIBURTON CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>406216101</cusip>
		<value>1076</value>
		<shrsOrPrnAmt>
			<sshPrnamt>25795</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>25795</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>HALOZYME THERAPEUTICS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>40637H109</cusip>
		<value>119</value>
		<shrsOrPrnAmt>
			<sshPrnamt>15000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>15000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>HD SUPPLY HLDGS INC </nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>40416M105</cusip>
		<value>2425</value>
		<shrsOrPrnAmt>
			<sshPrnamt>129057</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>114236</Sole>
			<Shared>14821</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>HD SUPPLY HLDGS INC </nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>40416M105</cusip>
		<value>17120</value>
		<shrsOrPrnAmt>
			<sshPrnamt>911146</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>897485</Shared>
			<None>13661</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>HEALTH NET INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>42222G108</cusip>
		<value>811</value>
		<shrsOrPrnAmt>
			<sshPrnamt>25483</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>25483</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>HERTZ GLOBAL HOLDINGS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>42805T105</cusip>
		<value>529</value>
		<shrsOrPrnAmt>
			<sshPrnamt>21313</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>21313</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>HESS CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>42809H107</cusip>
		<value>4371</value>
		<shrsOrPrnAmt>
			<sshPrnamt>65742</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>23797</Sole>
			<Shared>29400</Shared>
			<None>12545</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>HESS CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>42809H107</cusip>
		<value>9658</value>
		<shrsOrPrnAmt>
			<sshPrnamt>145253</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>50</Sole>
			<Shared>145203</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>HEWLETT PACKARD CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>428236103</cusip>
		<value>7111</value>
		<shrsOrPrnAmt>
			<sshPrnamt>286740</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>204440</Shared>
			<None>82300</None>
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	<infoTable>
		<nameOfIssuer>HEWLETT PACKARD CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>428236103</cusip>
		<value>62</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2520</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>2520</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>HOME DEPOT INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>437076102</cusip>
		<value>556</value>
		<shrsOrPrnAmt>
			<sshPrnamt>7175</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>7175</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>HONEYWELL INTL INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>438516106</cusip>
		<value>119</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1500</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>1500</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>HONEYWELL INTL INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>438516106</cusip>
		<value>555</value>
		<shrsOrPrnAmt>
			<sshPrnamt>7000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>6000</Shared>
			<None>1000</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>HUNTSMAN CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>447011107</cusip>
		<value>315</value>
		<shrsOrPrnAmt>
			<sshPrnamt>19000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>19000</Sole>
			<Shared>0</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>IDACORP INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>451107106</cusip>
		<value>501</value>
		<shrsOrPrnAmt>
			<sshPrnamt>10483</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>10483</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>INGERSOLL-RAND PLC</nameOfIssuer>
		<titleOfClass>SHS</titleOfClass>
		<cusip>G47791101</cusip>
		<value>3483</value>
		<shrsOrPrnAmt>
			<sshPrnamt>62730</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>45325</Shared>
			<None>17405</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>INGERSOLL-RAND PLC</nameOfIssuer>
		<titleOfClass>SHS</titleOfClass>
		<cusip>G47791101</cusip>
		<value>8627</value>
		<shrsOrPrnAmt>
			<sshPrnamt>155379</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>425</Sole>
			<Shared>154554</Shared>
			<None>400</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>INTEL CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>458140100</cusip>
		<value>709</value>
		<shrsOrPrnAmt>
			<sshPrnamt>29250</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>25450</Shared>
			<None>3800</None>
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		<nameOfIssuer>INTL PAPER CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>460146103</cusip>
		<value>1337</value>
		<shrsOrPrnAmt>
			<sshPrnamt>30185</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>30185</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>INTERNATIONAL BUSINESS MACHS</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>459200101</cusip>
		<value>10032</value>
		<shrsOrPrnAmt>
			<sshPrnamt>52495</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>34435</Shared>
			<None>18060</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>INTERNATIONAL BUSINESS MACHS</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>459200101</cusip>
		<value>28176</value>
		<shrsOrPrnAmt>
			<sshPrnamt>147434</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>380</Sole>
			<Shared>134055</Shared>
			<None>12999</None>
		</votingAuthority>
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		<nameOfIssuer>JOHNSON &amp; JOHNSON</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>478160104</cusip>
		<value>19388</value>
		<shrsOrPrnAmt>
			<sshPrnamt>225807</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>148852</Shared>
			<None>76955</None>
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	<infoTable>
		<nameOfIssuer>JOHNSON &amp; JOHNSON</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>478160104</cusip>
		<value>48815</value>
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			<sshPrnamt>568542</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>2801</Sole>
			<Shared>529283</Shared>
			<None>36458</None>
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		<nameOfIssuer>JOHNSON CTLS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>478366107</cusip>
		<value>9760</value>
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			<sshPrnamt>272700</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>4000</Shared>
			<None>268700</None>
		</votingAuthority>
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		<nameOfIssuer>JONES LANG LASALLE INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>48020Q107</cusip>
		<value>747</value>
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			<sshPrnamt>8193</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>8193</Sole>
			<Shared>0</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>JONES LANG LASALLE INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>48020Q107</cusip>
		<value>273</value>
		<shrsOrPrnAmt>
			<sshPrnamt>3000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>3000</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>JPMORGAN CHASE &amp; CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>46625H100</cusip>
		<value>1890</value>
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			<sshPrnamt>35800</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>12040</Shared>
			<None>23760</None>
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	<infoTable>
		<nameOfIssuer>JPMORGAN CHASE &amp; CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>46625H100</cusip>
		<value>106945</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2025857</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>1675</Sole>
			<Shared>1968726</Shared>
			<None>55456</None>
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		<nameOfIssuer>KAMAN CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>483548103</cusip>
		<value>677</value>
		<shrsOrPrnAmt>
			<sshPrnamt>19588</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>18988</Sole>
			<Shared>600</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>KAMAN CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>483548103</cusip>
		<value>543</value>
		<shrsOrPrnAmt>
			<sshPrnamt>15710</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>15710</Shared>
			<None>0</None>
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		<nameOfIssuer>KBR INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>48242W106</cusip>
		<value>6175</value>
		<shrsOrPrnAmt>
			<sshPrnamt>190000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>0</Shared>
			<None>190000</None>
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	<infoTable>
		<nameOfIssuer>KINDER MORGAN INC DEL</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>49456B101</cusip>
		<value>1942</value>
		<shrsOrPrnAmt>
			<sshPrnamt>50892</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>49285</Shared>
			<None>1607</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>KIOR INC</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>497217109</cusip>
		<value>1305</value>
		<shrsOrPrnAmt>
			<sshPrnamt>228600</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>0</Shared>
			<None>228600</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>KKR &amp; CO L P DEL</nameOfIssuer>
		<titleOfClass>COM UNITS</titleOfClass>
		<cusip>48248M102</cusip>
		<value>9646</value>
		<shrsOrPrnAmt>
			<sshPrnamt>490647</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>2000</Sole>
			<Shared>488647</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>KKR FINL HLDGS LLC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>48248A306</cusip>
		<value>158</value>
		<shrsOrPrnAmt>
			<sshPrnamt>15000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>0</Shared>
			<None>15000</None>
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	<infoTable>
		<nameOfIssuer>KRAFT FOODS GROUP INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>50076Q106</cusip>
		<value>218</value>
		<shrsOrPrnAmt>
			<sshPrnamt>3900</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>3900</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>LACLEDE GROUP INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>505597104</cusip>
		<value>495</value>
		<shrsOrPrnAmt>
			<sshPrnamt>10831</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>10831</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>LAMAR ADVERTISING CO</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>512815101</cusip>
		<value>1303</value>
		<shrsOrPrnAmt>
			<sshPrnamt>30033</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>30033</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>LAMAR ADVERTISING CO</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>512815101</cusip>
		<value>198</value>
		<shrsOrPrnAmt>
			<sshPrnamt>4567</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>4567</Shared>
			<None>0</None>
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		<nameOfIssuer>LAUDER ESTEE COS INC</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>518439104</cusip>
		<value>1170</value>
		<shrsOrPrnAmt>
			<sshPrnamt>17790</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>17790</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>LEGG MASON INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>524901105</cusip>
		<value>455</value>
		<shrsOrPrnAmt>
			<sshPrnamt>14659</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>3455</Shared>
			<None>11204</None>
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	<infoTable>
		<nameOfIssuer>LEGG MASON INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>524901105</cusip>
		<value>7838</value>
		<shrsOrPrnAmt>
			<sshPrnamt>252767</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>775</Sole>
			<Shared>234026</Shared>
			<None>17966</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>LIBERTY GLOBAL PLC</nameOfIssuer>
		<titleOfClass>SHS CL A</titleOfClass>
		<cusip>G5480U104</cusip>
		<value>2001</value>
		<shrsOrPrnAmt>
			<sshPrnamt>27229</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>27229</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>LIBERTY GLOBAL PLC</nameOfIssuer>
		<titleOfClass>SHS CL C</titleOfClass>
		<cusip>G5480U120</cusip>
		<value>4891</value>
		<shrsOrPrnAmt>
			<sshPrnamt>72038</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>72038</Sole>
			<Shared>0</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>LIBERTY GLOBAL PLC</nameOfIssuer>
		<titleOfClass>SHS CL C</titleOfClass>
		<cusip>G5480U120</cusip>
		<value>2891</value>
		<shrsOrPrnAmt>
			<sshPrnamt>42586</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>42586</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>LIBERTY MEDIA CORP DELAWARE</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>531229102</cusip>
		<value>77</value>
		<shrsOrPrnAmt>
			<sshPrnamt>611</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>611</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>LIBERTY MEDIA CORP DELAWARE</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>531229102</cusip>
		<value>6515</value>
		<shrsOrPrnAmt>
			<sshPrnamt>51396</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>8</Sole>
			<Shared>51388</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>LIFE TECHNOLOGIES CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>53217V109</cusip>
		<value>8041</value>
		<shrsOrPrnAmt>
			<sshPrnamt>108662</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>107982</Sole>
			<Shared>470</Shared>
			<None>210</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>LIFE TECHNOLOGIES CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>53217V109</cusip>
		<value>1924</value>
		<shrsOrPrnAmt>
			<sshPrnamt>25996</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>21751</Shared>
			<None>4245</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>LIVE NATION ENTERTAINMENT IN</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>538034109</cusip>
		<value>42</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2700</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>2700</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>LIVE NATION ENTERTAINMENT IN</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>538034109</cusip>
		<value>3908</value>
		<shrsOrPrnAmt>
			<sshPrnamt>252098</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>1550</Sole>
			<Shared>249998</Shared>
			<None>550</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>LOEWS CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>540424108</cusip>
		<value>2237</value>
		<shrsOrPrnAmt>
			<sshPrnamt>50378</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>50378</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>LOWES COS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>548661107</cusip>
		<value>1202</value>
		<shrsOrPrnAmt>
			<sshPrnamt>29378</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>29378</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>MACYS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>55616P104</cusip>
		<value>675</value>
		<shrsOrPrnAmt>
			<sshPrnamt>14070</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>0</Shared>
			<None>14070</None>
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	<infoTable>
		<nameOfIssuer>MACYS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>55616P104</cusip>
		<value>2548</value>
		<shrsOrPrnAmt>
			<sshPrnamt>53080</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>29750</Shared>
			<None>23330</None>
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		<nameOfIssuer>MARSH &amp; MCLENNAN COS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>571748102</cusip>
		<value>552</value>
		<shrsOrPrnAmt>
			<sshPrnamt>13825</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>13825</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>MARSH &amp; MCLENNAN COS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>571748102</cusip>
		<value>11346</value>
		<shrsOrPrnAmt>
			<sshPrnamt>284207</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>900</Sole>
			<Shared>282657</Shared>
			<None>650</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>MARVELL TECHNOLOGY GROUP LTD</nameOfIssuer>
		<titleOfClass>ORD</titleOfClass>
		<cusip>G5876H105</cusip>
		<value>468</value>
		<shrsOrPrnAmt>
			<sshPrnamt>40000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>40000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>MASTEC INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>576323109</cusip>
		<value>10070</value>
		<shrsOrPrnAmt>
			<sshPrnamt>306071</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>0</Shared>
			<None>306071</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>MEDTRONIC INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>585055106</cusip>
		<value>14096</value>
		<shrsOrPrnAmt>
			<sshPrnamt>273869</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>77354</Sole>
			<Shared>131253</Shared>
			<None>65262</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>MEDTRONIC INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>585055106</cusip>
		<value>155654</value>
		<shrsOrPrnAmt>
			<sshPrnamt>3024176</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>775</Sole>
			<Shared>2905530</Shared>
			<None>117871</None>
		</votingAuthority>
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		<nameOfIssuer>MERCK &amp; CO INC NEW</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>58933Y105</cusip>
		<value>16131</value>
		<shrsOrPrnAmt>
			<sshPrnamt>347280</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>52653</Sole>
			<Shared>214813</Shared>
			<None>79814</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>MERCK &amp; CO INC NEW</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>58933Y105</cusip>
		<value>115930</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2495807</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>1650</Sole>
			<Shared>2422160</Shared>
			<None>71997</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>MEREDITH CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>589433101</cusip>
		<value>453</value>
		<shrsOrPrnAmt>
			<sshPrnamt>9500</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>9500</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>METLIFE INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>59156R108</cusip>
		<value>2493</value>
		<shrsOrPrnAmt>
			<sshPrnamt>54487</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>19693</Sole>
			<Shared>19250</Shared>
			<None>15544</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>METLIFE INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>59156R108</cusip>
		<value>108032</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2360839</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>1225</Sole>
			<Shared>2307284</Shared>
			<None>52330</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>MICROSOFT CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>594918104</cusip>
		<value>30695</value>
		<shrsOrPrnAmt>
			<sshPrnamt>888546</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>15000</Sole>
			<Shared>600731</Shared>
			<None>272815</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>MICROSOFT CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>594918104</cusip>
		<value>39172</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1133949</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>3325</Sole>
			<Shared>1041250</Shared>
			<None>89374</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>MOLSON COORS BREWING CO</nameOfIssuer>
		<titleOfClass>CL B</titleOfClass>
		<cusip>60871R209</cusip>
		<value>5319</value>
		<shrsOrPrnAmt>
			<sshPrnamt>111138</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>85180</Sole>
			<Shared>25958</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>MOLSON COORS BREWING CO</nameOfIssuer>
		<titleOfClass>CL B</titleOfClass>
		<cusip>60871R209</cusip>
		<value>158159</value>
		<shrsOrPrnAmt>
			<sshPrnamt>3304617</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>3224160</Shared>
			<None>80457</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>MONDELEZ INTL INC</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>609207105</cusip>
		<value>334</value>
		<shrsOrPrnAmt>
			<sshPrnamt>11700</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>11700</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>MONDELEZ INTL INC</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>609207105</cusip>
		<value>1691</value>
		<shrsOrPrnAmt>
			<sshPrnamt>59265</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>59265</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>MURPHY OIL CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>626717102</cusip>
		<value>617</value>
		<shrsOrPrnAmt>
			<sshPrnamt>10128</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>10128</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>MYR GROUP INC DEL</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>55405W104</cusip>
		<value>8053</value>
		<shrsOrPrnAmt>
			<sshPrnamt>414061</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>0</Shared>
			<None>414061</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>NABORS INDUSTRIES LTD</nameOfIssuer>
		<titleOfClass>SHS</titleOfClass>
		<cusip>G6359F103</cusip>
		<value>367</value>
		<shrsOrPrnAmt>
			<sshPrnamt>23984</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>23984</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>NATIONAL GRID PLC</nameOfIssuer>
		<titleOfClass>SPON ADR NEW</titleOfClass>
		<cusip>636274300</cusip>
		<value>1098</value>
		<shrsOrPrnAmt>
			<sshPrnamt>19383</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>19383</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>NEW YORK TIMES CO</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>650111107</cusip>
		<value>43</value>
		<shrsOrPrnAmt>
			<sshPrnamt>3875</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>3875</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>NEW YORK TIMES CO</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>650111107</cusip>
		<value>1822</value>
		<shrsOrPrnAmt>
			<sshPrnamt>164716</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>875</Sole>
			<Shared>163841</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>NEWCASTLE INVT CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>65105M108</cusip>
		<value>413</value>
		<shrsOrPrnAmt>
			<sshPrnamt>78896</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>78896</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>NEWCASTLE INVT CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>65105M108</cusip>
		<value>58</value>
		<shrsOrPrnAmt>
			<sshPrnamt>11107</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>11107</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>NEWMONT MINING CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>651639106</cusip>
		<value>237</value>
		<shrsOrPrnAmt>
			<sshPrnamt>7900</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>7900</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>NEWS CORP</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>65248E104</cusip>
		<value>1660</value>
		<shrsOrPrnAmt>
			<sshPrnamt>50952</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>50952</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>NEXTERA ENERGY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>65339F101</cusip>
		<value>18</value>
		<shrsOrPrnAmt>
			<sshPrnamt>226</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>226</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>NEXTERA ENERGY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>65339F101</cusip>
		<value>21474</value>
		<shrsOrPrnAmt>
			<sshPrnamt>263553</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>0</Shared>
			<None>263553</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>NISOURCE INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>65473P105</cusip>
		<value>1082</value>
		<shrsOrPrnAmt>
			<sshPrnamt>37768</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>37768</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>NISOURCE INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>65473P105</cusip>
		<value>1598</value>
		<shrsOrPrnAmt>
			<sshPrnamt>55799</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>51909</Shared>
			<None>3890</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>NOBLE CORPORATION BAAR</nameOfIssuer>
		<titleOfClass>NAMEN -AKT</titleOfClass>
		<cusip>H5833N103</cusip>
		<value>806</value>
		<shrsOrPrnAmt>
			<sshPrnamt>21444</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>21444</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>NOBLE CORPORATION BAAR</nameOfIssuer>
		<titleOfClass>NAMEN -AKT</titleOfClass>
		<cusip>H5833N103</cusip>
		<value>113</value>
		<shrsOrPrnAmt>
			<sshPrnamt>3019</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>3019</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>NORTHERN TR CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>665859104</cusip>
		<value>3496</value>
		<shrsOrPrnAmt>
			<sshPrnamt>60381</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>33306</Shared>
			<None>27075</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>NORTHERN TR CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>665859104</cusip>
		<value>13314</value>
		<shrsOrPrnAmt>
			<sshPrnamt>229949</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>4300</Sole>
			<Shared>176244</Shared>
			<None>49405</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>NORTHWESTERN CORP</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>668074305</cusip>
		<value>278</value>
		<shrsOrPrnAmt>
			<sshPrnamt>6959</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>6959</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>NRG ENERGY INC</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>629377508</cusip>
		<value>5769</value>
		<shrsOrPrnAmt>
			<sshPrnamt>216084</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>95985</Sole>
			<Shared>85653</Shared>
			<None>34446</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>NRG ENERGY INC</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>629377508</cusip>
		<value>17364</value>
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		<investmentDiscretion>OTR</investmentDiscretion>
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			<Shared>344</Shared>
			<None>650000</None>
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		<nameOfIssuer>NUANCE COMMUNICATIONS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>67020Y100</cusip>
		<value>792</value>
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			<sshPrnamt>43022</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>43022</Sole>
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			<None>0</None>
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		<nameOfIssuer>NUANCE COMMUNICATIONS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>67020Y100</cusip>
		<value>116</value>
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			<sshPrnamt>6294</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>6294</Shared>
			<None>0</None>
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		<nameOfIssuer>NUCOR CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>670346105</cusip>
		<value>14296</value>
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			<sshPrnamt>330000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>0</Shared>
			<None>330000</None>
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		<nameOfIssuer>NYSE EURONEXT</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>629491101</cusip>
		<value>5005</value>
		<shrsOrPrnAmt>
			<sshPrnamt>120887</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>120887</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>NYSE EURONEXT</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>629491101</cusip>
		<value>709</value>
		<shrsOrPrnAmt>
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			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>17115</Shared>
			<None>0</None>
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		<nameOfIssuer>OCCIDENTAL PETE CORP DEL</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>674599105</cusip>
		<value>11725</value>
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			<sshPrnamt>131399</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>50601</Sole>
			<Shared>60128</Shared>
			<None>20670</None>
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		<nameOfIssuer>OCCIDENTAL PETE CORP DEL</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>674599105</cusip>
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			<sshPrnamt>1329015</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>1290291</Shared>
			<None>38724</None>
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		<nameOfIssuer>OCH ZIFF CAP MGMT GROUP</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>67551U105</cusip>
		<value>8685</value>
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			<sshPrnamt>831863</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>1775</Sole>
			<Shared>819678</Shared>
			<None>10410</None>
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		<nameOfIssuer>OGE ENERGY CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>670837103</cusip>
		<value>210</value>
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			<sshPrnamt>3077</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>3077</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>OMNICOM GROUP INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>681919106</cusip>
		<value>1098</value>
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			<sshPrnamt>17470</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>4755</Shared>
			<None>12715</None>
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		<nameOfIssuer>OMNICOM GROUP INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>681919106</cusip>
		<value>13382</value>
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			<sshPrnamt>212852</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>625</Sole>
			<Shared>186244</Shared>
			<None>25983</None>
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		<nameOfIssuer>OPTIMER PHARMACEUTICALS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
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		<value>411</value>
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			<sshPrnamt>28406</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>28406</Sole>
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			<None>0</None>
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		<nameOfIssuer>OPTIMER PHARMACEUTICALS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>68401H104</cusip>
		<value>58</value>
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			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
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			<Shared>3979</Shared>
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		<value>17364</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>69494</Sole>
			<Shared>339415</Shared>
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		<nameOfIssuer>ORACLE CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>68389X105</cusip>
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			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>450</Sole>
			<Shared>1831058</Shared>
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		<nameOfIssuer>ORMAT TECHNOLOGIES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>686688102</cusip>
		<value>4216</value>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>0</Shared>
			<None>179245</None>
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		<nameOfIssuer>PENN NATL GAMING INC</nameOfIssuer>
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		<value>786</value>
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			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>14847</Sole>
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			<None>0</None>
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		<nameOfIssuer>PENN NATL GAMING INC</nameOfIssuer>
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		<cusip>707569109</cusip>
		<value>115</value>
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			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
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			<Shared>2176</Shared>
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		<nameOfIssuer>PEPCO HOLDINGS INC</nameOfIssuer>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1016</Sole>
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			<None>0</None>
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		<nameOfIssuer>PEPCO HOLDINGS INC</nameOfIssuer>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>10726</Shared>
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		<cusip>714046109</cusip>
		<value>227</value>
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			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>7000</Sole>
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			<None>0</None>
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		<nameOfIssuer>PERKINELMER INC</nameOfIssuer>
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			<sshPrnamt>442365</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>441705</Shared>
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		<nameOfIssuer>PFIZER INC</nameOfIssuer>
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		<cusip>717081103</cusip>
		<value>27238</value>
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			<sshPrnamt>972447</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>261686</Sole>
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		<nameOfIssuer>PFIZER INC</nameOfIssuer>
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			<sshPrnamt>8775249</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>1533</Sole>
			<Shared>8467608</Shared>
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		<nameOfIssuer>PG&amp;E CORP</nameOfIssuer>
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		<cusip>69331C108</cusip>
		<value>28478</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>137906</Sole>
			<Shared>337733</Shared>
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		<nameOfIssuer>PG&amp;E CORP</nameOfIssuer>
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		<cusip>69331C108</cusip>
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			<sshPrnamt>3564163</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>850</Sole>
			<Shared>3155320</Shared>
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		<nameOfIssuer>PINNACLE FOODS INC DEL</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>72348P104</cusip>
		<value>5414</value>
		<shrsOrPrnAmt>
			<sshPrnamt>224184</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>195709</Sole>
			<Shared>28475</Shared>
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		<nameOfIssuer>PINNACLE FOODS INC DEL</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>72348P104</cusip>
		<value>69802</value>
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			<sshPrnamt>2890353</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>2782057</Shared>
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		<nameOfIssuer>PINNACLE WEST CAP CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>723484101</cusip>
		<value>572</value>
		<shrsOrPrnAmt>
			<sshPrnamt>10307</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>7357</Sole>
			<Shared>2950</Shared>
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		<nameOfIssuer>PINNACLE WEST CAP CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>723484101</cusip>
		<value>1794</value>
		<shrsOrPrnAmt>
			<sshPrnamt>32335</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>31275</Shared>
			<None>1060</None>
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		<nameOfIssuer>PIONEER NAT RES CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>723787107</cusip>
		<value>286</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1979</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>1979</Shared>
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		<nameOfIssuer>PITNEY BOWES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>724479100</cusip>
		<value>277</value>
		<shrsOrPrnAmt>
			<sshPrnamt>18850</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>9000</Sole>
			<Shared>9850</Shared>
			<None>0</None>
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		<nameOfIssuer>PLATINUM UNDERWRITER HLDGS L</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>G7127P100</cusip>
		<value>573</value>
		<shrsOrPrnAmt>
			<sshPrnamt>10013</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>10013</Sole>
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			<None>0</None>
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		<nameOfIssuer>POLYPORE INTL INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>73179V103</cusip>
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		<shrsOrPrnAmt>
			<sshPrnamt>376300</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>0</Shared>
			<None>376300</None>
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	<infoTable>
		<nameOfIssuer>PPL CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>69351T106</cusip>
		<value>1016</value>
		<shrsOrPrnAmt>
			<sshPrnamt>33574</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>28374</Sole>
			<Shared>5200</Shared>
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	<infoTable>
		<nameOfIssuer>PPL CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>69351T106</cusip>
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		<shrsOrPrnAmt>
			<sshPrnamt>11770</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>10000</Shared>
			<None>1770</None>
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		<nameOfIssuer>PRAXAIR INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>74005P104</cusip>
		<value>229</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1987</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>1987</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>PROCTER &amp; GAMBLE CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>742718109</cusip>
		<value>829</value>
		<shrsOrPrnAmt>
			<sshPrnamt>10765</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>1345</Shared>
			<None>9420</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>PROCTER &amp; GAMBLE CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>742718109</cusip>
		<value>36308</value>
		<shrsOrPrnAmt>
			<sshPrnamt>471589</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>454724</Shared>
			<None>16865</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>PROLOGIS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>74340W103</cusip>
		<value>566</value>
		<shrsOrPrnAmt>
			<sshPrnamt>15000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>15000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
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		<nameOfIssuer>PVH CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>693656100</cusip>
		<value>1902</value>
		<shrsOrPrnAmt>
			<sshPrnamt>15209</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>15209</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>QEP RES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>74733V100</cusip>
		<value>704</value>
		<shrsOrPrnAmt>
			<sshPrnamt>25328</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>25328</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>QEP RES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>74733V100</cusip>
		<value>99</value>
		<shrsOrPrnAmt>
			<sshPrnamt>3563</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>3563</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>QLIK TECHNOLOGIES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>74733T105</cusip>
		<value>707</value>
		<shrsOrPrnAmt>
			<sshPrnamt>25000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>25000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>QUALCOMM INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>747525103</cusip>
		<value>7202</value>
		<shrsOrPrnAmt>
			<sshPrnamt>117896</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>75602</Sole>
			<Shared>24394</Shared>
			<None>17900</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>QUALCOMM INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>747525103</cusip>
		<value>146824</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2403401</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>2300020</Shared>
			<None>103381</None>
		</votingAuthority>
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		<nameOfIssuer>QUANTA SVCS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>74762E102</cusip>
		<value>23405</value>
		<shrsOrPrnAmt>
			<sshPrnamt>884531</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>0</Shared>
			<None>884531</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>QUANTUM CORP</nameOfIssuer>
		<titleOfClass>COM DSSG</titleOfClass>
		<cusip>747906204</cusip>
		<value>69</value>
		<shrsOrPrnAmt>
			<sshPrnamt>50270</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>50270</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>QUANTUM CORP</nameOfIssuer>
		<titleOfClass>COM DSSG</titleOfClass>
		<cusip>747906204</cusip>
		<value>8</value>
		<shrsOrPrnAmt>
			<sshPrnamt>6030</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>6030</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>QUEST DIAGNOSTICS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>74834L100</cusip>
		<value>3678</value>
		<shrsOrPrnAmt>
			<sshPrnamt>60670</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>37585</Sole>
			<Shared>10470</Shared>
			<None>12615</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>QUEST DIAGNOSTICS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>74834L100</cusip>
		<value>43934</value>
		<shrsOrPrnAmt>
			<sshPrnamt>724630</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>670158</Shared>
			<None>54472</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>RAYTHEON CO</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>755111507</cusip>
		<value>219</value>
		<shrsOrPrnAmt>
			<sshPrnamt>3313</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>3000</Shared>
			<None>313</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>REPUBLIC SVCS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>760759100</cusip>
		<value>303</value>
		<shrsOrPrnAmt>
			<sshPrnamt>8940</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>8940</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>ROCKWELL AUTOMATION INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>773903109</cusip>
		<value>2182</value>
		<shrsOrPrnAmt>
			<sshPrnamt>26244</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>19572</Sole>
			<Shared>6672</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>ROCKWELL AUTOMATION INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>773903109</cusip>
		<value>49831</value>
		<shrsOrPrnAmt>
			<sshPrnamt>599363</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>411548</Shared>
			<None>187815</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>ROYAL DUTCH SHELL PLC</nameOfIssuer>
		<titleOfClass>SPONS ADR A</titleOfClass>
		<cusip>780259206</cusip>
		<value>3515</value>
		<shrsOrPrnAmt>
			<sshPrnamt>55101</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>41086</Sole>
			<Shared>14015</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>ROYAL DUTCH SHELL PLC</nameOfIssuer>
		<titleOfClass>SPONS ADR A</titleOfClass>
		<cusip>780259206</cusip>
		<value>95831</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1502051</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>1460514</Shared>
			<None>41537</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>RYMAN HOSPITALITY PPTYS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>78377T107</cusip>
		<value>1783</value>
		<shrsOrPrnAmt>
			<sshPrnamt>45713</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>45713</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>RYMAN HOSPITALITY PPTYS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>78377T107</cusip>
		<value>259</value>
		<shrsOrPrnAmt>
			<sshPrnamt>6638</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>6638</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>SCHLUMBERGER LTD</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>806857108</cusip>
		<value>6240</value>
		<shrsOrPrnAmt>
			<sshPrnamt>87074</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>87074</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>SEAWORLD ENTMT INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>81282V100</cusip>
		<value>3004</value>
		<shrsOrPrnAmt>
			<sshPrnamt>85580</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>85580</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>SELECT SECTOR SPDR TR</nameOfIssuer>
		<titleOfClass>TECHNOLOGY</titleOfClass>
		<cusip>81369Y803</cusip>
		<value>298</value>
		<shrsOrPrnAmt>
			<sshPrnamt>9750</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>9750</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>SEMGROUP CORP</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>81663A105</cusip>
		<value>1177</value>
		<shrsOrPrnAmt>
			<sshPrnamt>21850</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>21850</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SEMPRA ENERGY</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>816851109</cusip>
		<value>637</value>
		<shrsOrPrnAmt>
			<sshPrnamt>7786</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>7786</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SEMPRA ENERGY</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>816851109</cusip>
		<value>27637</value>
		<shrsOrPrnAmt>
			<sshPrnamt>338032</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>0</Shared>
			<None>338032</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SILVER SPRING NETWORKS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>82817Q103</cusip>
		<value>499</value>
		<shrsOrPrnAmt>
			<sshPrnamt>20000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>20000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SIRIUS XM RADIO INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>82967N108</cusip>
		<value>636</value>
		<shrsOrPrnAmt>
			<sshPrnamt>189907</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>500</Sole>
			<Shared>189407</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SIX FLAGS ENTMT CORP NEW</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>83001A102</cusip>
		<value>1694</value>
		<shrsOrPrnAmt>
			<sshPrnamt>48176</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>48176</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SMITHFIELD FOODS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>832248108</cusip>
		<value>9472</value>
		<shrsOrPrnAmt>
			<sshPrnamt>289216</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>264388</Sole>
			<Shared>24828</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>SMITHFIELD FOODS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>832248108</cusip>
		<value>79136</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2416355</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>2348790</Shared>
			<None>67565</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>SPDR GOLD TRUST</nameOfIssuer>
		<titleOfClass>GOLD SHS</titleOfClass>
		<cusip>78463V107</cusip>
		<value>697</value>
		<shrsOrPrnAmt>
			<sshPrnamt>5850</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>2500</Sole>
			<Shared>3350</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SPDR GOLD TRUST</nameOfIssuer>
		<titleOfClass>GOLD SHS</titleOfClass>
		<cusip>78463V107</cusip>
		<value>12634</value>
		<shrsOrPrnAmt>
			<sshPrnamt>106069</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>25</Sole>
			<Shared>106044</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SPDR S&amp;P 500 ETF TR</nameOfIssuer>
		<titleOfClass>TR UNIT</titleOfClass>
		<cusip>78462F103</cusip>
		<value>6417</value>
		<shrsOrPrnAmt>
			<sshPrnamt>40000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>40000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>SPDR S&amp;P 500 ETF TR</nameOfIssuer>
		<titleOfClass>TR UNIT</titleOfClass>
		<cusip>78462F103</cusip>
		<value>15444</value>
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			<sshPrnamt>96275</sshPrnamt>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
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			<Shared>275</Shared>
			<None>96000</None>
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		<nameOfIssuer>SPRINT NEXTEL CORP</nameOfIssuer>
		<titleOfClass>COM SER 1</titleOfClass>
		<cusip>852061100</cusip>
		<value>7086</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1009424</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>556083</Sole>
			<Shared>323063</Shared>
			<None>130278</None>
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		<nameOfIssuer>SPRINT NEXTEL CORP</nameOfIssuer>
		<titleOfClass>COM SER 1</titleOfClass>
		<cusip>852061100</cusip>
		<value>3779</value>
		<shrsOrPrnAmt>
			<sshPrnamt>538324</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>534024</Shared>
			<None>4300</None>
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		<nameOfIssuer>STAPLES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>855030102</cusip>
		<value>7291</value>
		<shrsOrPrnAmt>
			<sshPrnamt>459410</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>327368</Shared>
			<None>132042</None>
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		<nameOfIssuer>SULPHCO INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>865378103</cusip>
		<value>0</value>
		<shrsOrPrnAmt>
			<sshPrnamt>12500</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>12500</Shared>
			<None>0</None>
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		<nameOfIssuer>SUNEDISON INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>86732Y109</cusip>
		<value>9687</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1185736</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>0</Shared>
			<None>1185736</None>
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		<nameOfIssuer>SUNPOWER CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>867652406</cusip>
		<value>6216</value>
		<shrsOrPrnAmt>
			<sshPrnamt>300292</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>0</Shared>
			<None>300292</None>
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		<nameOfIssuer>SUNTRUST BKS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>867914103</cusip>
		<value>420</value>
		<shrsOrPrnAmt>
			<sshPrnamt>13315</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>13315</Shared>
			<None>0</None>
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		<nameOfIssuer>TARGA RES CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>87612G101</cusip>
		<value>305</value>
		<shrsOrPrnAmt>
			<sshPrnamt>4748</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>4748</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>TARGA RES CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>87612G101</cusip>
		<value>196</value>
		<shrsOrPrnAmt>
			<sshPrnamt>3047</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>0</Shared>
			<None>3047</None>
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		<nameOfIssuer>TARGET CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>87612E106</cusip>
		<value>5468</value>
		<shrsOrPrnAmt>
			<sshPrnamt>79405</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>64644</Sole>
			<Shared>14761</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>TARGET CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>87612E106</cusip>
		<value>117924</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1712518</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>1663740</Shared>
			<None>48778</None>
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		<nameOfIssuer>TE CONNECTIVITY LTD</nameOfIssuer>
		<titleOfClass>REG SHS</titleOfClass>
		<cusip>H84989104</cusip>
		<value>618</value>
		<shrsOrPrnAmt>
			<sshPrnamt>13570</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>13570</Shared>
			<None>0</None>
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		<nameOfIssuer>TEMPLETON DRAGON FD INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>88018T101</cusip>
		<value>339</value>
		<shrsOrPrnAmt>
			<sshPrnamt>13500</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>13500</Shared>
			<None>0</None>
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		<nameOfIssuer>TEMPUR PEDIC INTL INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>88023U101</cusip>
		<value>873</value>
		<shrsOrPrnAmt>
			<sshPrnamt>19894</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>19894</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>TEVA PHARMACEUTICAL INDS LTD</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>881624209</cusip>
		<value>7704</value>
		<shrsOrPrnAmt>
			<sshPrnamt>196540</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>140060</Shared>
			<None>56480</None>
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		<nameOfIssuer>TEXTURA CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>883211104</cusip>
		<value>1231</value>
		<shrsOrPrnAmt>
			<sshPrnamt>47319</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>47319</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>THERMO FISHER SCIENTIFIC INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>883556102</cusip>
		<value>3926</value>
		<shrsOrPrnAmt>
			<sshPrnamt>46395</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>27262</Shared>
			<None>19133</None>
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	<infoTable>
		<nameOfIssuer>THERMO FISHER SCIENTIFIC INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>883556102</cusip>
		<value>4154</value>
		<shrsOrPrnAmt>
			<sshPrnamt>49080</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>25065</Shared>
			<None>24015</None>
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		<nameOfIssuer>TIBCO SOFTWARE INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>88632Q103</cusip>
		<value>214</value>
		<shrsOrPrnAmt>
			<sshPrnamt>10000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>10000</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>TIFFANY &amp; CO NEW</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>886547108</cusip>
		<value>2159</value>
		<shrsOrPrnAmt>
			<sshPrnamt>29641</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>29641</Sole>
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			<None>0</None>
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	<infoTable>
		<nameOfIssuer>TIFFANY &amp; CO NEW</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>886547108</cusip>
		<value>1952</value>
		<shrsOrPrnAmt>
			<sshPrnamt>26805</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>20525</Shared>
			<None>6280</None>
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		<nameOfIssuer>TIME WARNER INC</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>887317303</cusip>
		<value>206</value>
		<shrsOrPrnAmt>
			<sshPrnamt>3569</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>3569</Shared>
			<None>0</None>
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		<nameOfIssuer>TRADE STR RESIDENTIAL INC</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>89255N203</cusip>
		<value>274</value>
		<shrsOrPrnAmt>
			<sshPrnamt>31120</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>31120</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>TRANSCANADA CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>89353D107</cusip>
		<value>232</value>
		<shrsOrPrnAmt>
			<sshPrnamt>5385</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>5385</Shared>
			<None>0</None>
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		<nameOfIssuer>TRAVELERS COMPANIES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>89417E109</cusip>
		<value>2071</value>
		<shrsOrPrnAmt>
			<sshPrnamt>25912</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>210</Sole>
			<Shared>25702</Shared>
			<None>0</None>
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		<nameOfIssuer>TREMOR VIDEO INC </nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>89484Q100</cusip>
		<value>225</value>
		<shrsOrPrnAmt>
			<sshPrnamt>25000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>25000</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>TRIUS THERAPEUTICS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>89685K100</cusip>
		<value>101</value>
		<shrsOrPrnAmt>
			<sshPrnamt>12500</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>12500</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>UGI CORP NEW</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>902681105</cusip>
		<value>251</value>
		<shrsOrPrnAmt>
			<sshPrnamt>6430</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>6430</Sole>
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			<None>0</None>
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		<nameOfIssuer>UIL HLDG CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>902748102</cusip>
		<value>1703</value>
		<shrsOrPrnAmt>
			<sshPrnamt>44528</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>44528</Shared>
			<None>0</None>
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		<nameOfIssuer>UNILEVER N V</nameOfIssuer>
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		<cusip>904784709</cusip>
		<value>781</value>
		<shrsOrPrnAmt>
			<sshPrnamt>19870</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>3990</Shared>
			<None>15880</None>
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	<infoTable>
		<nameOfIssuer>UNILEVER N V</nameOfIssuer>
		<titleOfClass>N Y SHS NEW</titleOfClass>
		<cusip>904784709</cusip>
		<value>12703</value>
		<shrsOrPrnAmt>
			<sshPrnamt>323159</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>900</Sole>
			<Shared>284700</Shared>
			<None>37559</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>UNITED CONTL HLDGS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>910047109</cusip>
		<value>190</value>
		<shrsOrPrnAmt>
			<sshPrnamt>6075</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>1215</Shared>
			<None>4860</None>
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	<infoTable>
		<nameOfIssuer>UNITED CONTL HLDGS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>910047109</cusip>
		<value>1782</value>
		<shrsOrPrnAmt>
			<sshPrnamt>56950</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>30400</Shared>
			<None>26550</None>
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	<infoTable>
		<nameOfIssuer>UNITED PARCEL SERVICE INC</nameOfIssuer>
		<titleOfClass>CL B</titleOfClass>
		<cusip>911312106</cusip>
		<value>1718</value>
		<shrsOrPrnAmt>
			<sshPrnamt>19865</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>3300</Shared>
			<None>16565</None>
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	<infoTable>
		<nameOfIssuer>UNITED PARCEL SERVICE INC</nameOfIssuer>
		<titleOfClass>CL B</titleOfClass>
		<cusip>911312106</cusip>
		<value>22351</value>
		<shrsOrPrnAmt>
			<sshPrnamt>258449</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>475</Sole>
			<Shared>226034</Shared>
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	<infoTable>
		<nameOfIssuer>UNITED STS BRENT OIL FD LP</nameOfIssuer>
		<titleOfClass>UNIT</titleOfClass>
		<cusip>91167Q100</cusip>
		<value>4482</value>
		<shrsOrPrnAmt>
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			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>55413</Sole>
			<Shared>2294</Shared>
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	<infoTable>
		<nameOfIssuer>UNITED STS BRENT OIL FD LP</nameOfIssuer>
		<titleOfClass>UNIT</titleOfClass>
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		<value>802</value>
		<shrsOrPrnAmt>
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			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>0</Shared>
			<None>10320</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>UNITED TECHNOLOGIES CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>913017109</cusip>
		<value>595</value>
		<shrsOrPrnAmt>
			<sshPrnamt>6400</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>780</Shared>
			<None>5620</None>
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	<infoTable>
		<nameOfIssuer>UNITED TECHNOLOGIES CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>913017109</cusip>
		<value>2073</value>
		<shrsOrPrnAmt>
			<sshPrnamt>22310</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>13555</Shared>
			<None>8755</None>
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		<nameOfIssuer>UNIVERSAL DISPLAY CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>91347P105</cusip>
		<value>7491</value>
		<shrsOrPrnAmt>
			<sshPrnamt>266483</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>0</Shared>
			<None>266483</None>
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		<nameOfIssuer>UNIVERSAL HLTH SVCS INC</nameOfIssuer>
		<titleOfClass>CL B</titleOfClass>
		<cusip>913903100</cusip>
		<value>1138</value>
		<shrsOrPrnAmt>
			<sshPrnamt>17000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>17000</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>URS CORP NEW</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>903236107</cusip>
		<value>11260</value>
		<shrsOrPrnAmt>
			<sshPrnamt>238468</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>0</Shared>
			<None>238468</None>
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		<nameOfIssuer>US BANCORP DEL</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>902973304</cusip>
		<value>486</value>
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			<sshPrnamt>13450</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>13450</Shared>
			<None>0</None>
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		<nameOfIssuer>US BANCORP DEL</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>902973304</cusip>
		<value>137</value>
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			<sshPrnamt>3800</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>3800</Shared>
			<None>0</None>
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		<nameOfIssuer>VALIDUS HOLDINGS LTD</nameOfIssuer>
		<titleOfClass>COM SHS</titleOfClass>
		<cusip>G9319H102</cusip>
		<value>1116</value>
		<shrsOrPrnAmt>
			<sshPrnamt>30903</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>30903</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>VALMONT INDS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>920253101</cusip>
		<value>3554</value>
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			<sshPrnamt>24841</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>0</Shared>
			<None>24841</None>
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		<nameOfIssuer>VANGUARD HEALTH SYS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>922036207</cusip>
		<value>1627</value>
		<shrsOrPrnAmt>
			<sshPrnamt>78445</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>78445</Sole>
			<Shared>0</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>VANGUARD HEALTH SYS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>922036207</cusip>
		<value>229</value>
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			<sshPrnamt>11049</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>11049</Shared>
			<None>0</None>
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		<nameOfIssuer>VANGUARD SPECIALIZED PORTFOL</nameOfIssuer>
		<titleOfClass>DIV APP ETF</titleOfClass>
		<cusip>921908844</cusip>
		<value>530</value>
		<shrsOrPrnAmt>
			<sshPrnamt>8000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>6000</Shared>
			<None>2000</None>
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		<nameOfIssuer>VELTI PLC ST HELIER</nameOfIssuer>
		<titleOfClass>SHS</titleOfClass>
		<cusip>G93285107</cusip>
		<value>89</value>
		<shrsOrPrnAmt>
			<sshPrnamt>63700</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>63700</Sole>
			<Shared>0</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>VELTI PLC ST HELIER</nameOfIssuer>
		<titleOfClass>SHS</titleOfClass>
		<cusip>G93285107</cusip>
		<value>1281</value>
		<shrsOrPrnAmt>
			<sshPrnamt>914952</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>5250</Sole>
			<Shared>903202</Shared>
			<None>6500</None>
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		<nameOfIssuer>VERIZON COMMUNICATIONS INC</nameOfIssuer>
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		<cusip>92343V104</cusip>
		<value>3583</value>
		<shrsOrPrnAmt>
			<sshPrnamt>71168</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>46061</Sole>
			<Shared>25107</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>VERIZON COMMUNICATIONS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>92343V104</cusip>
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		<shrsOrPrnAmt>
			<sshPrnamt>1775454</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>550</Sole>
			<Shared>1725629</Shared>
			<None>49275</None>
		</votingAuthority>
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		<nameOfIssuer>VIACOM INC NEW</nameOfIssuer>
		<titleOfClass>CL B</titleOfClass>
		<cusip>92553P201</cusip>
		<value>121</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1780</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>1780</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>VIACOM INC NEW</nameOfIssuer>
		<titleOfClass>CL B</titleOfClass>
		<cusip>92553P201</cusip>
		<value>408</value>
		<shrsOrPrnAmt>
			<sshPrnamt>6000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>6000</Shared>
			<None>0</None>
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		<nameOfIssuer>VISA INC</nameOfIssuer>
		<titleOfClass>COM CL A</titleOfClass>
		<cusip>92826C839</cusip>
		<value>1827</value>
		<shrsOrPrnAmt>
			<sshPrnamt>10000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>10000</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>VMWARE INC</nameOfIssuer>
		<titleOfClass>CL A COM</titleOfClass>
		<cusip>928563402</cusip>
		<value>5319</value>
		<shrsOrPrnAmt>
			<sshPrnamt>79400</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>0</Shared>
			<None>79400</None>
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		<nameOfIssuer>VODAFONE GROUP PLC NEW</nameOfIssuer>
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		<cusip>92857W209</cusip>
		<value>1541</value>
		<shrsOrPrnAmt>
			<sshPrnamt>53610</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>53610</Sole>
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			<None>0</None>
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		<nameOfIssuer>VODAFONE GROUP PLC NEW</nameOfIssuer>
		<titleOfClass>SPONS ADR NEW</titleOfClass>
		<cusip>92857W209</cusip>
		<value>8605</value>
		<shrsOrPrnAmt>
			<sshPrnamt>299343</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>299343</Shared>
			<None>0</None>
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		<nameOfIssuer>VORNADO RLTY TR</nameOfIssuer>
		<titleOfClass>SH BEN INT</titleOfClass>
		<cusip>929042109</cusip>
		<value>152</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1831</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>1831</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>VORNADO RLTY TR</nameOfIssuer>
		<titleOfClass>SH BEN INT</titleOfClass>
		<cusip>929042109</cusip>
		<value>5281</value>
		<shrsOrPrnAmt>
			<sshPrnamt>63744</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>103</Sole>
			<Shared>60282</Shared>
			<None>3359</None>
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		<nameOfIssuer>WAL-MART STORES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>931142103</cusip>
		<value>14706</value>
		<shrsOrPrnAmt>
			<sshPrnamt>197420</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>200</Sole>
			<Shared>197220</Shared>
			<None>0</None>
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		<nameOfIssuer>WALTER ENERGY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>93317Q105</cusip>
		<value>5275</value>
		<shrsOrPrnAmt>
			<sshPrnamt>507225</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>362625</Shared>
			<None>144600</None>
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	<infoTable>
		<nameOfIssuer>WALTER ENERGY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>93317Q105</cusip>
		<value>2445</value>
		<shrsOrPrnAmt>
			<sshPrnamt>235075</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>1125</Sole>
			<Shared>233150</Shared>
			<None>800</None>
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		<nameOfIssuer>WEATHERFORD INTERNATIONAL LT</nameOfIssuer>
		<titleOfClass>REG SHS</titleOfClass>
		<cusip>H27013103</cusip>
		<value>240</value>
		<shrsOrPrnAmt>
			<sshPrnamt>17500</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>17500</Sole>
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			<None>0</None>
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	<infoTable>
		<nameOfIssuer>WEATHERFORD INTERNATIONAL LT</nameOfIssuer>
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		<cusip>H27013103</cusip>
		<value>3323</value>
		<shrsOrPrnAmt>
			<sshPrnamt>242525</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>242525</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>WELLS FARGO &amp; CO NEW</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>949746101</cusip>
		<value>4286</value>
		<shrsOrPrnAmt>
			<sshPrnamt>103860</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>77445</Sole>
			<Shared>26415</Shared>
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	<infoTable>
		<nameOfIssuer>WELLS FARGO &amp; CO NEW</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>949746101</cusip>
		<value>116242</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2816634</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>2736400</Shared>
			<None>80234</None>
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	<infoTable>
		<nameOfIssuer>WEYERHAEUSER CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>962166104</cusip>
		<value>157</value>
		<shrsOrPrnAmt>
			<sshPrnamt>5500</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>5500</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>WEYERHAEUSER CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>962166104</cusip>
		<value>1427</value>
		<shrsOrPrnAmt>
			<sshPrnamt>50100</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>1900</Sole>
			<Shared>48200</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>WHITEWAVE FOODS CO</nameOfIssuer>
		<titleOfClass>COM CL B</titleOfClass>
		<cusip>966244204</cusip>
		<value>450</value>
		<shrsOrPrnAmt>
			<sshPrnamt>29637</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>29637</Sole>
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			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>WHITEWAVE FOODS CO</nameOfIssuer>
		<titleOfClass>COM CL B</titleOfClass>
		<cusip>966244204</cusip>
		<value>43</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2836</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>2836</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>WILLIAMS COS INC DEL</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>969457100</cusip>
		<value>2648</value>
		<shrsOrPrnAmt>
			<sshPrnamt>81548</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>77548</Sole>
			<Shared>4000</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>WILLIAMS COS INC DEL</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>969457100</cusip>
		<value>51721</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1592886</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>820448</Shared>
			<None>772438</None>
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		<nameOfIssuer>WPP PLC NEW</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>92937A102</cusip>
		<value>205</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2400</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>0</Shared>
			<None>2400</None>
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		<nameOfIssuer>WPX ENERGY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>98212B103</cusip>
		<value>22779</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1202703</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>33878</Sole>
			<Shared>767554</Shared>
			<None>401271</None>
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		<nameOfIssuer>WPX ENERGY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>98212B103</cusip>
		<value>41958</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2215322</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>4250</Sole>
			<Shared>2025746</Shared>
			<None>185326</None>
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		<nameOfIssuer>WESTERN ASSET CLYM INFL OPP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>95766R104</cusip>
		<value>131</value>
		<shrsOrPrnAmt>
			<sshPrnamt>11070</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>0</Shared>
			<None>11070</None>
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		<nameOfIssuer>WYNDHAM WORLDWIDE CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>98310W108</cusip>
		<value>594</value>
		<shrsOrPrnAmt>
			<sshPrnamt>10387</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>10387</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>XCEL ENERGY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>98389B100</cusip>
		<value>10</value>
		<shrsOrPrnAmt>
			<sshPrnamt>338</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>338</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>XCEL ENERGY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>98389B100</cusip>
		<value>1219</value>
		<shrsOrPrnAmt>
			<sshPrnamt>43006</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>43006</Shared>
			<None>0</None>
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		<nameOfIssuer>XEROX CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>984121103</cusip>
		<value>4803</value>
		<shrsOrPrnAmt>
			<sshPrnamt>529595</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>288670</Shared>
			<None>240925</None>
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		<nameOfIssuer>XEROX CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>984121103</cusip>
		<value>153</value>
		<shrsOrPrnAmt>
			<sshPrnamt>16875</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>13885</Shared>
			<None>2990</None>
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		<nameOfIssuer>XOOM CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>98419Q101</cusip>
		<value>688</value>
		<shrsOrPrnAmt>
			<sshPrnamt>30000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>30000</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>YAHOO INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>984332106</cusip>
		<value>481</value>
		<shrsOrPrnAmt>
			<sshPrnamt>19125</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>15000</Sole>
			<Shared>4125</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>YAHOO INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>984332106</cusip>
		<value>6785</value>
		<shrsOrPrnAmt>
			<sshPrnamt>270008</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>1375</Sole>
			<Shared>267533</Shared>
			<None>1100</None>
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		<nameOfIssuer>YINGLI GREEN ENERGY HLDG CO</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>98584B103</cusip>
		<value>2014</value>
		<shrsOrPrnAmt>
			<sshPrnamt>621468</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>0</Shared>
			<None>621468</None>
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		<nameOfIssuer>YPF SOCIEDAD ANONIMA</nameOfIssuer>
		<titleOfClass>SPON ADR CL D</titleOfClass>
		<cusip>984245100</cusip>
		<value>184</value>
		<shrsOrPrnAmt>
			<sshPrnamt>12500</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>12500</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>ZOETIS INC</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>98978V103</cusip>
		<value>3624</value>
		<shrsOrPrnAmt>
			<sshPrnamt>117334</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>23403</Sole>
			<Shared>64010</Shared>
			<None>29921</None>
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		<nameOfIssuer>ZOETIS INC</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>98978V103</cusip>
		<value>18220</value>
		<shrsOrPrnAmt>
			<sshPrnamt>589843</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>207</Sole>
			<Shared>563511</Shared>
			<None>26125</None>
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		<nameOfIssuer>AMERICAN INTL GROUP INC</nameOfIssuer>
		<titleOfClass>*W EXP 01/19/202</titleOfClass>
		<cusip>026874156</cusip>
		<value>1</value>
		<shrsOrPrnAmt>
			<sshPrnamt>56</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>56</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>AMERICAN INTL GROUP INC</nameOfIssuer>
		<titleOfClass>*W EXP 01/19/202</titleOfClass>
		<cusip>026874156</cusip>
		<value>944</value>
		<shrsOrPrnAmt>
			<sshPrnamt>51760</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>51760</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>BIOAMBER INC</nameOfIssuer>
		<titleOfClass>*W EXP 05/09/201</titleOfClass>
		<cusip>09072Q114</cusip>
		<value>91</value>
		<shrsOrPrnAmt>
			<sshPrnamt>165000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>165000</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>CRESUD SA COMERCIAL</nameOfIssuer>
		<titleOfClass>*W EXP 05/22/201</titleOfClass>
		<cusip>P3311R192</cusip>
		<value>1</value>
		<shrsOrPrnAmt>
			<sshPrnamt>29050</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>29050</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>GENERAL MTRS CO</nameOfIssuer>
		<titleOfClass>*W EXP 07/10/201</titleOfClass>
		<cusip>37045V118</cusip>
		<value>4564</value>
		<shrsOrPrnAmt>
			<sshPrnamt>190184</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>135608</Shared>
			<None>54576</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>GENERAL MTRS CO</nameOfIssuer>
		<titleOfClass>*W EXP 07/10/201</titleOfClass>
		<cusip>37045V118</cusip>
		<value>5484</value>
		<shrsOrPrnAmt>
			<sshPrnamt>228514</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>225114</Shared>
			<None>3400</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>JPMORGAN CHASE &amp; CO</nameOfIssuer>
		<titleOfClass>*W EXP 10/28/201</titleOfClass>
		<cusip>46634E114</cusip>
		<value>297</value>
		<shrsOrPrnAmt>
			<sshPrnamt>19028</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>19028</Shared>
			<None>0</None>
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		<nameOfIssuer>BARRICK GOLD   7/18 PUT</nameOfIssuer>
		<titleOfClass>PUT</titleOfClass>
		<cusip>61Y9956H3</cusip>
		<value>864</value>
		<shrsOrPrnAmt>
			<sshPrnamt>3600</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>2607</Shared>
			<None>993</None>
		</votingAuthority>
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		<nameOfIssuer>EXXON MOBIL CORP  7/90 PUT</nameOfIssuer>
		<titleOfClass>PUT</titleOfClass>
		<cusip>2SV9968Z7</cusip>
		<value>258</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2002</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<putCall>Put</putCall>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1962</Sole>
			<Shared>40</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>EXXON MOBIL CORP  7/90 PUT</nameOfIssuer>
		<titleOfClass>PUT</titleOfClass>
		<cusip>2SV9968Z7</cusip>
		<value>75</value>
		<shrsOrPrnAmt>
			<sshPrnamt>578</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<putCall>Put</putCall>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>0</Shared>
			<None>578</None>
		</votingAuthority>
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		<nameOfIssuer>SPDR TR  7/5/160 PUT</nameOfIssuer>
		<titleOfClass>PUT</titleOfClass>
		<cusip>3VY994J71</cusip>
		<value>360</value>
		<shrsOrPrnAmt>
			<sshPrnamt>3078</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<putCall>Put</putCall>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>2992</Sole>
			<Shared>86</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>SPDR TR  7/5/160 PUT</nameOfIssuer>
		<titleOfClass>PUT</titleOfClass>
		<cusip>3VY994J71</cusip>
		<value>143</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1222</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<putCall>Put</putCall>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>0</Shared>
			<None>1222</None>
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	<infoTable>
		<nameOfIssuer>SPDR TR  7/5/161 PUT</nameOfIssuer>
		<titleOfClass>PUT</titleOfClass>
		<cusip>3VY994J89</cusip>
		<value>579</value>
		<shrsOrPrnAmt>
			<sshPrnamt>3551</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<putCall>Put</putCall>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>3477</Sole>
			<Shared>74</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>SPDR TR  7/5/161 PUT</nameOfIssuer>
		<titleOfClass>PUT</titleOfClass>
		<cusip>3VY994J89</cusip>
		<value>171</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1049</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<putCall>Put</putCall>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
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			<Shared>0</Shared>
			<None>1049</None>
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		<nameOfIssuer>WALTER ENERGY  7/12.5 PUT</nameOfIssuer>
		<titleOfClass>PUT</titleOfClass>
		<cusip>4W19955M3</cusip>
		<value>1025</value>
		<shrsOrPrnAmt>
			<sshPrnamt>4100</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<putCall>Put</putCall>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>2921</Shared>
			<None>1179</None>
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</informationTable>
