Ann Steele

Aviva Investors Global Services Ltd. (AIGSL) is the wholly-owned asset management subsidiary of Aviva Investors Holdings Ltd., ultimately held by Aviva plc (LSE: AV, ADR: AV) in Great Britain. Previously known as Morley Fund Management Ltd., the firm was founded in 1973, merged with Norwich Union Investment Management Ltd. in 2000 and underwent restructuring in 2008. Headquartered in London, AIGSL provides investment management services and related advisory to various subsidiaries of the Aviva Group and external clients such as retail funds, pension funds, and other institutional investors.

Baring Asset Management Ltd. (Barings UK) is the Great Britain-based subsidiary of Barings Europe Ltd., ultimately held by Massachusetts Mutual Life Insurance Co. in the US. Barings traces its origins to 1762 when it was founded in London as a firm of merchants and merchant bankers. They were an asset management pioneer in the UK and set up an Investment Department in 1955. In 1989, all of Barings' asset management activities were consolidated within Baring Asset Management. Headquartered in London, the firm manages assets on behalf of pension funds, pooled vehicles, governments, charities and high-net worth individuals. Barings UK offers a wide range of equity and fixed-income mutual funds in both domestic and international markets. They are a socially responsible investor which takes environmental and socially responsible investment issues into account and seek guidance from clients.

Columbia Management Investment Advisers LLC (CMIA) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 due to Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients.

RWC Partners Ltd. provides investment advisory services. Its activities portfolio include convertible bonds, European equity, Japan active engagement, equity income, emerging and frontier market equity, and global horizon equity. The company was founded by Chris Simon Maude, John Hugh Innes, and Mark Robert Hadsley-Chaplin in 2000 and is headquartered in London, the United Kingdom.

Threadneedle Property Investments Ltd. provides property management services. The company was founded on May 16, 1980 and is headquartered in London, the United Kingdom.

JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients.

Part of Ameriprise Financial, Inc., Threadneedle Investment Services GmbH is a German company that provides fund management services. The company is based in Frankfurt, Germany. The company was founded in 2000. Campbell David Fleming has been the CEO of the company since 2009.

Pictet Asset Management SA (Pictet AM) is the asset management subsidiary of Pictet Asset Management Holding SA, ultimately held by Banque Pictet & Cie in Switzerland. Established in 1967, the firm is headquartered in Geneva with investment management centers in Zurich, London, Singapore and Tokyo. They also have marketing client service centers in major cities worldwide. Pictet AM manages a range of equity, fixed income, alternative and multi asset products. They provide specialist investment services through segregated accounts and investment funds to some of the world’s largest pension funds, financial institutions, sovereign wealth funds, intermediaries and their clients. Pictet AM is a responsible investor and signatory to the UN Principles for Responsible Investment.

Credit Suisse Asset Management Ltd. (CSAM) is the wholly-owned, Great Britain-based asset management subsidiary of Credit Suisse Asset Management (UK) Holding Ltd., itself a subsidiary of Credit Suisse Group AG (SWX: CSGN, NYSE: CS) in Switzerland. Founded in 1982, the firm is headquartered in London and offers a wide range of investment products and functions across asset classes and investment styles for various clients including governments, institutions, corporations and private individuals.

FIL Investments International (FILII) is an asset management firm headquartered in Tadworth, UK. The firm was founded in 1979 and is a subsidiary of FIL Holdings (UK) Ltd., which is ultimately held by FIL Ltd. in Bermuda. FILII provides investment advisory and management services to their clients.

FIL Investment Advisors (UK) Ltd. (FIA UK) is a Great Britain-based fund management firm headquartered in Tadworth, Surrey. Founded in 1984, the firm is a wholly-owned subsidiary of FIL Holdings (UK) Limited, which in turn is a wholly-owned subsidiary of FIL Ltd. in Bermuda. FIA UK provides a range of global investment products and services to institutional accounts, mutual funds and other pooled investment vehicles.

Threadneedle Investment Services Ltd. is an asset management firm headquartered in London, UK. The firm was founded in 1994 and is a subsidiary of Threadneedle Asset Management Holdings Ltd., ultimately held by Ameriprise Financial, Inc. (NYSE: AMP) in the US. Threadneedle Investment Services provides asset management services to pension schemes, insurance companies, private investors, corporations, mutual funds and affiliate companies.

Threadneedle International Ltd. provides investment advice. The company is headquartered in London, the United Kingdom.

abrdn Investment Management Ltd. (AIM) is the wholly-owned investment management subsidiary of Standard Life Investments Holdings Ltd., itself a wholly-owned subsidiary of abrdn Plc (LON: ABDN) in Great Britain. Formerly known as Standard Life Investments Ltd., the firm was founded in 1990 as the dedicated investment arm of the Standard Life group. Headquartered in Edinburgh, AIM is a socially responsible investor which offers Standard Life Ethical Funds for investors concerned about environmental and social issues. Their flagship is the UK Select Fund.

Legal & General Investment Management Ltd. (LGIM) is a fund management firm headquartered in London. The firm was founded in 1970 and is a wholly-owned subsidiary of Legal & General Investment Management (Holdings) Ltd., which is owned by Legal & General Group plc (LSE: LGEN, ADR: LGGNY). LGIM provides investment management services to pension funds, institutional and private clients. Their clients are primarily in Great Britain, and marginally in the US though their Chicago-based subsidiary LGIM America, which established in 2006.

Clareville Capital Partners LLP (CCP) is an independent alternative investments specialist headquartered in London, UK. The firm was founded in 2002 and is majority-owned by their founding partner. CCP manages hedge funds for sovereign governments, North American endowments, European investment banks, family offices, corporate pension funds, insurance companies, fund of funds and private investors.

Lion Global Investors Ltd. (LGI) is the wholly-owned asset management subsidiary of Great Eastern Holdings Ltd. (SGX: G07), ultimately held by The Oversea-Chinese Banking Corp. Ltd. (SGX: O39), a multinational banking and financial services corporation headquartered in Singapore. The firm was founded in 1986 and formerly known as Lion Capital Management Ltd. LGI offers a wide range of specialist investment management services to institutional clients comprise of government and government-linked corporations, pension funds, insurance companies, financial institutions, non-profit organizations, consultants and individual investors. The firm also partners with asset managers and insurance companies to provide sub-advisory services on their core investment capabilities for their retail clients.

BNP Paribas Asset Management UK Ltd. (BNPP AM UK) is an asset management firm headquartered in London, UK. The firm was founded in 1990 and is a wholly owned subsidiary of BNP Paribas Asset Management Holding SA, itself a subsidiary of BNP Paribas SA (EPA: BNP, ADR: BNPQY) in France. BNPP AM UK provides customized investment management services to institutional clients, wholesale clients and collective investment schemes.

JPMorgan Chase & Co. (Investment Management) (JPM-IM) is the investment management division of JPMorgan Chase & Co. (NYSE: JPM), a multinational investment bank and financial services holding company headquartered in New York City. JPM-IM offers investment solutions to individuals, corporations, governments and institutions.

JPMorgan Asset Management (UK) Ltd. (JPMAM-UK) is the wholly owned, Great Britain-based investment arm of JPMorgan Asset Management International Ltd., ultimately held by JPMorgan Chase & Co. (NYSE: JPM) in the US. The firm was founded in 1974 and formerly known as JPMorgan Fleming Asset Management. They changed their name to JPMorgan Asset Management UK Ltd. in 2005. Headquartered in London, JPAM-UK provides investment advisory services to institutional clients, both US and non-US.

Teviot Partners LLP is an independent investment manager headquartered in Edinburgh, UK. The firm was founded by Andrew "Andy” Bamford in 2016. Teviot Partners manages the VT Teviot UK Smaller Companies Fund, which is actively managed with a Value Investment style.

Merrill Lynch International (MLI-UK) is a brokerage firm headquartered in London, UK. The firm was founded in 1988 and is a subsidiary of ML UK Capital Holdings Ltd., ultimately owned by Bank of America Corp. (NYSE: BAC) in the US. MLI-UK provides brokerage services to individual and retail clients.

DWS International GmbH is the wholly-owned investment management subsidiary of DWS Group GmbH & Co. KGaA, ultimately owned by Deutsche Bank AG (ETR: DBK, NYSE: DB) in Germany. Headquartered in Frankfurt, the firm was founded in 1983 and provides discretionary and/or non-discretionary services to a variety of types of clients, including one or more affiliated investment advisers.

Citigroup Global Markets Ltd. (CGML) is an international broker-dealer firm headquartered in London, UK. The firm was founded in 1983 and is a subsidiary of Citigroup Global Markets Holdings Bahamas Ltd., ultimately held by Citigroup, Inc. (NYSE: C) in the US. CGML has a major presence in the international financial markets as a dealer, market-maker and underwriter in equity and fixed income securities and offers risk-based solutions to producers and investors in commodity markets. They also provide corporate finance services to a wide range of corporate, institutional and government clients. Their trading activities encompass cash, exchange traded and OTC derivative markets.

Maple-Brown Abbott Ltd. (MBA) is an investment management firm headquartered in Sydney, Australia. The firm was founded by Robert Maple-Brown and Chris Abbott in 1984. They are a subsidiary of Maple-Brown Family Investments Pty Ltd. The firm offers Australian managed investment schemes, UCITS (Undertaking for Collective Investment in Transferable Securities) funds in a variety of currencies and discrete mandates to clients around the world. Their clients include superannuation funds, financial institutions, endowments, charities, family offices, financial advisers, wholesale investors and retail investors. MBA is a socially responsible investor and a signatory to the UN Principles for Responsible Investment (UNPRI).

Macquarie Capital (Europe) Ltd. (MCEL) is the London-based subsidiary of Macquarie Group Ltd. (SY: MQG), a global provider of banking, financial, advisory, investment and fund management services. Operating as part of the Macquarie Capital Advisers division, MCEL provides investment advisory services in the UK and in continental Europe. In relation with Macquarie Securities Group, they provide access to Asia Pacific markets for European clients. In terms of research, MCEL supplies macro-economic, markets and stock level analysis to a diverse range of clients. Their capabilities cover equity, debt, ForEx, futures, metals and mining worldwide, economics and strategy. In 2009 Macquarie Group acquired the international brokerage firm Fox-Pitt Kelton Cochran Caronia Waller LLC. The London branch Fox-Pitt, Kelton Ltd. was absorbed into MCEL.

Macquarie Securities (Australia) Ltd. (MSAL) is a brokerage firm headquartered in Sydney, Australia. The firm was founded in 1969 and is a subsidiary of Macquarie Corporate International Holdings Pty Ltd., ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MSAL serves as the brokering entity for the Macquarie Group.

Part of Allianz SE, Allianz Global Investors UK Ltd. is a company that provides investment advice. The company is based in London, UK and was founded in 2018.

Threadneedle Asset Management Holdings Ltd. operates as a holding company with specific interest in investment management products and services. The company was founded in 1994 and is headquartered in London, the United Kingdom.

Part of Ameriprise Financial, Inc., Threadneedle Pensions Ltd. provides life insurance and fund management services. The company is based in London, UK.

Jupiter Asset Management Ltd. (JAM) is an investment management firm headquartered in London, UK. The firm was founded in 1985 and is a subsidiary of Jupiter Investment Management Group Ltd., ultimately owned by Jupiter Fund Management plc (LON: JUP). They were previously a subsidiary of Commerzbank AG until 2007 when their senior management acquired the firm through a management buyout. The firm offers a range of actively managed strategies available to UK and international clients including equities, fixed income, multi-asset and alternatives. JAM is a signatory on a number of key initiatives such as the UN Principles for Responsible Investment.

TT International Asset Management Ltd. (TT International) is the Great Britain-based asset management subsidiary of SMBC Asset Management Services (UK) Ltd., which is owned by Sumitomo Mitsui Financial Group, Inc. (TYO: 8316) in Japan. Headquartered in London, the firm was founded in 2019 and manages investment portfolios of equity long-only and long/short strategies for institutional investors.

Abax Investments (Pty) Ltd. (Abax) is an independent, owner-operated investment firm headquartered in Cape Town, South Africa. The firm was founded by Marius van Rooyen and Anthony Sedgwick in 2003. They were formerly known as Polaris Capital South Africa and changed their name to Abax Investments (Pty) Ltd. in 2010. The firm is dedicated exclusively to fund management. Abax is a signatory to the PRI, a UN-supported network of investors working to promote sustainable investment.

Impax Asset Management Ltd. (IAM) is a specialist asset manager headquartered in London, UK. The firm was founded by Ian Simm in 1998 and is a wholly owned subsidiary of Impax Asset Management Group plc (LON: IPX). They provide ongoing investment services to the separately managed accounts of various institutional clients based on the investment goals, objectives, time horizon and risk tolerance of each client. IAM is a signatory to the Principles for Responsible Investment (PRI).

EdenTree Investment Management Ltd. (EdenTree) is an investment management firm headquartered in London, UK. The firm was founded in 1988 as Ecclesiastical Buildings Fire Office to protect the Anglican Church. EdenTree was a wholly owned subsidiary of Benefact Group Plc until January 2023 when the entire ordinary issued share capital of the firm was transferred to EdenTree Holdings Ltd. (EHL) as part of the Group wide restructuring. They are ultimately owned by Benefact Trust Ltd. EdenTree provides a broad range of insurance, financial services and risk management solutions to meet the specific needs of its customers and business partners, which includes charities and heritage property owners. They manage the EdenTree Investment Funds for charities, designed to meet the needs of the UK Church and Charity investors.