John Clancy Roche

University of Washington functions as a College/University. The company is headquartered in Seattle, WA.

Thornburg Investment Management, Inc. (Thornburg) is a privately-held, SEC-registered investment advisor headquartered in Santa Fe, New Mexico. The firm was founded by H. Garrett Thornburg in 1982. Thornburg provides discretionary portfolio management and investment services to several client types, which includes Thornburg Investment Trust, registered investment companies as to which Thornburg is a sub-adviser, separate accounts for institutional clients and private clients, wrap fee accounts of sponsored program accounts, unified managed account programs, private investment funds and other non-SEC registered investment vehicles.

Founded by Len Zacks in 1978, Zacks Investment Research, Inc. is an SEC-registered broker/dealer and investment research firm headquartered in Chicago, Illinois with an office in Irvine, California. The firm is principally owned by The Greenwood Trust. Zacks makes both short-term and long-term investment recommendations using the following investment styles: aggressive growth, growth/income, momentum, value, technicals and options. Zack Investment Research employs the Zacks Rank, a 100% a peerless stock rating system that is based on a quantitative model that includes the use of four factors including as earnings estimate revisions and earnings surprises. Stocks are classified into five groups, ranging from 'Strong Buy' to 'Strong Sell.' Zacks Rank is completely mathematical and focuses only on the math and whether the math predicts that a stock's price will rise. It is a short-term indicator of stock performance that is effective for 1 to 3 months. The Zacks Recommendation process begins with a new quantitative model that employs the Zacks Rank. The firm then utilizes qualitative insights to develop a unique recommendation based on a 6 month time horizon. Zacks Investment Research provides coverage primarily on the following sectors: (1) manufacturers of electrical components (2) photo optics/lasers (3) HPC computing platforms (4) manufacturers and distributors of textiles (5) information technology (6) independent oil and gas companies involved in the exploration, development and acquisition of crude oil and natural gas (6) providers of docking, manipulator and wafer probing interface products for semiconductor and ATE manufacturers (7) companies that design and manufacture oscilloscopes, serial data analyzers and protocol analyzers to test, measure and analyze electronic signals (8) manufacturers of branded toys, collectibles, hobby or infant products and (9) financial services companies.

University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.

Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to a global client base.

Principal Global Investors LLC, dba Principal Asset Management (Principal AM), is a SEC-registered investment advisor headquartered in Des Moines, Iowa. The firm was founded in 1998 and is a wholly owned subsidiary of the Principal Global Investors Holding Co. (US) LLC and their ultimate parent is Principal Financial Group, Inc. (NASDAQ: PFG). Principal AM provides investment advisory services to institutional investors and individuals on a discretionary or non-discretionary basis.

Parametric Portfolio Associates LLC (Parametric) is a SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded in 1987 and is directly owned by Eaton Vance Acquisitions LLC, an indirect, wholly owned subsidiary of Morgan Stanley (NYSE: MS). Parametric provides various portfolio management services and investment strategies directly to institutional investors and indirectly to individual investors through financial intermediaries.