Christopher M. Cottrell

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

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.

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.

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.

Royal Marsden NHS Foundation Trust is a non-Profit Organisation. It is a hospital, which is dedicated to cancer diagnosis, treatment, research and education. The company was founded by William Marsden in 1851 and is headquartered in London, the United Kingdom.

Central European Petroleum Ltd. operates as a petroleum exploration and production company. It pursues exploration and production projects in Middle Europe with focus on Germany. The firm also holds leases in Mecklenburg-Vorpommern and Brandenburg. The company was founded by Peter E. Putnam and Alula Damte in 2006 and is headquartered in Calgary, Canada.

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.

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.

World Golf Systems Group Ltd. manufactures, develops and distributes arcade game systems. The company was founded by , Steve Jolliffe in 1997 and is headquartered in Elstree, the United Kingdom.

Part of Aviva Plc, Aviva Life & Pensions UK Ltd. is a company that has been helping people protect their loved ones for over 320 years. Founded in 1996, the company is based in York, UK. The British company offers extensive cover and support for various needs such as cancer treatment, palliative care, car, home, travel, life, health cover, and accidental death insurance. The company also provides fair and equal access to their digital services through their websites, including Aviva.co.uk and MyAviva.

Founded in 1995, St. Andrews' Insurance Plc is a subsidiary of Lloyds Banking Group Plc and provides insurance services. The company is based in London, UK.

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.

Waverton Investment Management (Waverton) is the Great Britain-based investment management subsidiary of Waverton Investment Management Group Ltd., ultimately held by Somers Ltd. (BH: SOMS) in Bermuda. The firm was founded by Richard Hambro in 1986 as J.O. Hambro Investment Management Ltd. They changed their name to Waverton Investment Management Ltd. in 2014. Headquartered in London, Waverton provides discretionary investment management services to private clients such as individuals, charities, trusts and collective investment schemes (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.

Part of CVS Health Corp., Texas Back Institute is a company that owns and operates spine care centers. The company is based in Denton, TX. The company was founded by R. Ian Molson, Stephen H. Hochschuler. Texas Back Institute was acquired by Caremark Rx, Inc. on November 15, 1995.

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

Bowmark Capital LLP (Bowmark Capital) is a private equity firm founded in 1997 by Charles Thomas Messiter Ind. The firm is headquartered in London, UK.

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.

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.

Part of Lloyds Banking Group Plc, Scottish Widows Group Ltd. is a provider of banking and financial services including private equity, insurance, mortgages, and savings accounts. The company is based in Edinburgh, UK. The British company was founded in 1999. Chirantan Barua has been the CEO of the company since 2023.

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.

Founded in 1982, Lloyds Bank General Insurance Holdings Ltd. is an investment holding British company that functions as part of Lloyds Banking Group Plc. The company is based in Andover, UK.

Part of Lloyds Banking Group Plc, Scottish Widows Financial Services Holdings is a financial services company based in Edinburgh, UK. Scottish Widows offers life cover to provide financial protection, workplace pension payments calculator, life insurance, and investments to help customers make the most of their financial future. The British company also provides information on life after retirement and has been helping people save for the future for over 200 years. The company was founded in 1999 and has been helping people prepare for the future since 1815.

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

The Royal Marsden Hospital Charity engages as a nonprofit organization that raises funds to support pioneering advances and research into the diagnosis, treatment, and care of people with cancer. The company was founded by William Marsden in 1851 and is headquartered in London, the United Kingdom.

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.

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.