Jason Forssman

Cadiz Asset Management (Pty) Ltd. (Cadiz) is an investment management firm headquartered in Cape Town, South Africa. The firm was founded in 1996 as Cadiz African Harvest Asset Management (Pty) Ltd. They are owned by Warwick Private Clients (Pty) Ltd. Cadiz manages assets for both individual and institutional clients.

Sasfin Asset Managers Pty Ltd. is an asset management firm headquartered in Johannesburg, South Africa. The firm was founded in 2002 and is a subsidiary of Sasfin Wealth (Pty) Ltd., which is owned by Sasfin Holdings Ltd. (JSE: SFN). Sasfin Asset Managers provides investment advice and financial products to private clients, intermediaries and advisors, and corporate and institutional investors.

Legal & General Investment Management America, Inc. (LGIM America) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2006 and is a wholly-owned subsidiary of Legal & General Investment Management US (Holdings), Inc., ultimately held by Legal & General Group PLC (LON: LGEN) in Great Britain. LGIM America provides investment management services on a fully discretionary basis to institutional clients (corporations, healthcare agencies, non-profit, educational institutions, public plans and Taft-Hartley multi-employer plans).

Sanlam Life Insurance Ltd. provides life insurance services. It offers life, funeral cover, disability cover, income protection, critical illness insurance products, medical aid, gap cover insurance vehicle, house contents, building and all risk insurance products. The company was founded in 1918 and is headquartered in Bellville, South Africa.

Part of Marsh & McLennan Cos., Inc., Mercer Investment Consulting LLC is a company that redefines the world of work, reshapes retirement and investment outcomes, and unlocks real health and well-being. The company is based in Chicago, IL. Mercer provides solutions for both the federal government as well as state agencies. The company has an action plan and a commitment to inclusion and diversity. Mercer offers forward-looking ESG ratings and operational due diligence reports on thousands of managers and strategies across public and private markets. The company meets the needs of today and tomorrow by understanding the data and applying it with a human touch, and by turning ideas into action to spark positive change.

Afrifocus Securities (Pty) Ltd. provides brokerage services. The private company is based in Sandton, South Africa. The South African company was founded in 2000 by Ashvin Govan Mancha. Ashvin Govan Mancha has been the CEO since 2000.

Old Mutual Customised Solutions (Pty) Ltd. (Customised Solutions) is the asset management subsidiary of Old Mutual Investment Group Holdings (Pty) Ltd., ultimately owned by Old Mutual Ltd. (JSE: OMU) in South Africa. The firm was founded in 2001 as Old Mutual Global Index Trackers (Pty) Ltd. and changed their name to Old Mutual Customised Solutions (Pty) Ltd. in May of 2015. Headquartered in Pinelands, Customised Solutions provides investment advisory services to corporations, corporate pension and profit-sharing plans, insurance companies, collective trusts, various global unit trust funds such as UCITS, investment companies, municipal government entities, and charitable organizations.

Part of FirstRand Ltd., FNB Stockbroking & Portfolio Management (Pty) Ltd. is a South African company that provides brokerage services. The company is based in Sandton, South Africa.

Mergence Investment Managers (Pty) Ltd. (Mergence) is an asset management and holding firm headquartered in Cape Town, South Africa. The firm was founded in 2004 by Masimo-a-badimo Magerman. Mergence provides investment management services to a range of institutional clients, such as pension funds, government agencies, fund of funds managers and multi managers in South Africa. The firm is a socially responsible investor and a signatory to the United Nations Principles of Responsible Investment, which incorporate environmental, social, and governance issues into their investment process.

Equilibrium Investment Management Pty Ltd. (Equilibrium) is the discretionary fund management subsidiary of Momentum Metropolitan Holdings Ltd. (JSE: MTM) in South Africa. The firm was formerly known as Momentum Investment Consulting Pty Ltd. and rebranded as Equilibrium in 2022. Headquartered in Centurion, Equilibrium provides advisers and their end-clients with tailored outcomes-based investment solutions.