Bob Michaelson

Harding Loevner LP is a SEC-registered investment advisor headquartered in Bridgewater, New Jersey. The firm was founded in 1989 by former managers for the Rockefeller family. They are a direct subsidiary of Titan NJ LP Holdings LLC, which is owned by Affiliated Managers Group, Inc. (NYSE: AMG). Harding Loevner provides investment management services to a variety of types of clients in the US such as retirement plans, foundations and endowments, sovereign wealth funds, religious institutions, individuals, trusts, broker-dealers, banks, investment advisers, insurance companies, mutual funds, collective investment trust funds, and offshore funds.

Vontobel Asset Management, Inc. (Vontobel AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1984 and is a wholly-owned subsidiary of Vontobel Holding AG (SWX: VONN), a Swiss holding company based in Switzerland. Vontobel AM offers fundamental analysis-based investment advisory and sub-advisory services to a broad array of institutional and intermediary clients, respectively. Their client base includes a list of corporations, public and private pension plans, and foundations and endowments.

Part of Molson Coors Beverage Co., Molson ULC is a Canadian company founded in 1786 that produces and distributes beer. The company is based in Montréal, Canada. Molson ULC was acquired by Adolph Coors Co. on February 09, 2005 for $3,438.09 million.

J.O. Hambro Capital Management Ltd. (JOHCM) is an investment management firm headquartered in London, UK. The firm was founded by James Hambro in 1993 as an independently managed boutique, and was acquired by Pendal Group Ltd., formerly BT Investment Management Ltd., in 2011. In 2023, Perpetual Limited (ASX: PPT) – an ASX-listed, global diversified financial services company in Sydney, Australia – acquired Pendal Group, including JOHCM. The firm provides discretionary investment advisory services across a diverse range of equity strategies through pooled vehicles (or investment funds) and to clients that establish separately managed accounts.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

Polar Capital LLP is an alternative investment manager headquartered in London, UK. The firm is a subsidiary of Polar Capital Partners Ltd., itself a subsidiary of Polar Capital Holdings, Plc (LON: POLR) in Great Britain. Founded in 2001, Polar Capital offers its services primarily to Polar Funds and managed accounts, all of which are pooled investment vehicles. Investors in Polar Funds include individuals, banking or thrift institutions, investment companies (including mutual funds), pension and profit-sharing plans, pooled investment vehicles (such as hedge funds), high net-worth individuals, collateralized debt obligations (CDO’s), charitable organizations, trusts and estates, corporations and other business entities, and state or municipal government entities.

Stonehage Fleming (UK) Ltd. provides investment opportunities. It services include asset management, trustee and financial advisory. The company was founded on June 2, 2000 and is headquartered in London, the United Kingdom.

Newscape Capital Group Ltd. (Newscape Capital) is a diversified financial services boutique headquartered in London, UK. The firm was founded by Stephen D. Decani in 2008 as E-Vestment Capital Ltd. Newscape Capital provides investment advice to valued clients and investment partners which include financial intermediaries, pension funds, professional families, trusts and fiduciaries, institutions and sovereign wealth funds.

Scient'X SA designs, develops and markets spinal implant devices for the lumbar, thoracic and cervical spine. The firm's products are designed to provide stabilization and correction to the spine for patients with degenerative disease, tumors, scoliosis, and injuries from trauma. The company was founded by Albert Alby in 1988 and is headquartered in Voisins le Bretonneux, France.

Thornhill Holdings Ltd. provides asset and wealth management services. The company was founded in 1985 and is headquartered in London, GB.

Griffin Capital Management Ltd. (GCML) is an independent investment management firm headquartered in Gibraltar. The firm was founded by Jurgen Kirsch in 1997. GCML offers investment products to various clients.

OMFS (GGP) Ltd. provides securities brokerage services. The company's services include discounting, stock broking and other finance related services. It is headquartered in London, the United Kingdom.

Mercury Asset Allocator Plc provides investment services. The private company is based in London, UK and has subsidiaries in United Kingdom.

HealthpointCapital LLC (HealthpointCapital) is a private equity firm founded in 2002 by Mortimer Berkowitz and John C. McCormick. The firm is headquartered in New York.

Rothschild & Co. Wealth Management (UK) Ltd. (RCWM-UK) is a Great Britain-based wealth management firm headquartered in London. The firm is a subsidiary of Rothschild & Co. Wealth & Asset Management SAS, itself a subsidiary of Rothschild & Co. SCA (EPA: ROTH) in France. The firm originated in 1973 and was formally founded in 2002. RCWM-UK offers asset management services primarily to high-net worth individuals, trusts, companies, charities, and pensions.

Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY.

Alphatec Spine, Inc. is focused on the design, development, manufacturing, and marketing of products for the surgical treatment of spine disorders, with a focus on treating condition affecting the aging spine. The firms product portfolio and pipeline include spinal disorder products and systems. The company was founded in 1990 and is headquartered in Carlsbad, CA.

Schroder & Co., Ltd. is the international private banking subsidiary of Schroder Wealth Holdings Ltd., ultimately held by Schroders Plc (LON: SDR) in Great Britain. The firm is headquartered in London and was founded in 1988. Schroder & Co. provides investment management services to high-net worth individuals and their families. They offer comprehensive wealth management services, including alternative investments and absolute return products, complemented by banking and fiduciary services.

Close Asset Management (UK) Ltd., doing business as Close Brothers Asset Management (CBAM), is an investment management firm headquartered in London, UK. The firm is a subsidiary of Close Asset Management Holdings Ltd., itself a subsidiary of Close Brothers Group Plc (LON: CBG). The firm was formerly known as Close Investments Ltd. in 1994 and changed into their current name when Close Brothers Investment, Close Investment, Close Finsbury Asset Management, and Reabourne Technology Investment Management were reorganized into a single legal entity in 2009. CBAM provides a wide variety of financial advisory and investment management services to UK and international intermediaries, private individuals, and institutions such as pension funds. They also manage discretionary portfolios as well as a diverse range of investment products.

Cayzer Continuation PCC Ltd. operates as a closed-end investment fund, which provides investors with an administration platform to support the management of a wide scope of financial and business assets. The company was founded on December 17, 2002 and is headquartered in St. Peter Port, Guernsey.

Lennox Investment Management LLP provides investment management services. The company was founded on March 15, 2007 and is headquartered in London, the United Kingdom.

Tonbridge School provides educational services. The company was founded by Andrew Judde in 1553 and is headquartered in Tonbridge, the United Kingdom.

The Royal Marsden Cancer Charity is a non-profit organization that supports the Royal Marsden, a world-leading cancer center. The non-profit company is based in London, UK. The charity raises funds to provide state-of-the-art equipment, ground-breaking research, and the best patient environments to improve the lives of people affected by cancer. The Royal Marsden Cancer Charity pursues excellence in everything they do, from providing the very best care to developing life-saving treatments that are used around the world. Researchers at the Royal Marsden are working on technology to streamline the analysis of patient scans, speed up the detection of lung cancer, and fast-track high-risk patients to treatment. Antonia Dalmahoy has been the CEO of the British company since 2015.

Part of Central European Petroleum Ltd., CEP Central European Petroleum GmbH engages in oil & gas exploration and development activities. The company is based in Berlin, Germany. The German company was founded in 2008. The CEO is Alula Damte.

JOHCM (USA), Inc. (JOHCM USA) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2013 and is a subsidiary of Pendal USA, Inc., which is owned by Perpetual Ltd. (ASX: PPT) in Australia. JOHCM USA provides investment advisory services on a segregated basis to US institutional investors.

Healthpoint LLC provides health services. The private company is based in Denver, CO.

Part of Polar Capital Holdings Plc, Polar Capital Partners Ltd. is a boutique, investment-led asset manager founded in 2000. The company is based in London, UK. Polar Capital offers investors a range of actively managed funds covering single country, regional and specialist technology, healthcare and financial portfolios.

Ryder Court Emerging Markets Small Cap Fund Dst provides investment services. The company is headquartered in Boston, MA.

Rivers Capital Management Ltd. (RCM) is an independent asset management firm headquartered in Greater London, UK. The firm was founded in 2016 by Richard Bonnor-Moris. RCM provides financial advisers with risk-rated multi-asset investment solutions for professional advisers and their clients.

The Personal Investment Management & Financial Advice Association provides advice to the investment community.

The Exercise Clinic Ltd. provides personalized exercise programs for individuals diagnosed with cancer. The private company is based in London, UK. The British company was founded in 2016 by Christopher M. Cottrell, Emily Sarah Jane Curtis.

The Pennies Foundation operates as a charitable organization. The non-profit company is based in London, UK. The British company was founded in 2010 by Alison Elizabeth Hutchinson. Alison Elizabeth Hutchinson has been the CEO since 2010.