Joe B. Murphy

Fiera Capital (UK) Ltd. (Fiera UK) is the wholly-owned, Great Britain-based asset management subsidiary of Fiera Capital Europe Ltd., which is wholly-owned by Fiera Capital Corp. (TSE: FSZ) in Canada. The firm was founded by Andrew Pegge in 1995 as Regent Kingpin Capital Management Ltd. They were also formerly known as Charlemagne Capital (UK) Ltd. Headquartered in London, Fiera UK provides investment advisory and investment management services to a range of mutual funds, pension/profit sharing plan clients (but not the plan participants) and other financial institutions. The firm is a signatory to the UN Principles for Responsible Investment (UNPRI) and considers environmental, social and corporate governance issues when constructing portfolios.

Longview Partners LLP is a specialist asset management firm headquartered in London, UK. It was originally founded as Longview Partners LP in 2001 by Ramzi Rishani and Keith McDermott. In 2012, the business of Longview Partners LP was transferred to a new legal entity, Longview Partners LLP. The firm provides investment management services to corporate pension plans, government owned funds, insurance companies, pension plans of UK local authorities, sub-advisory accounts, US states, superannuation schemes, charities, foundations and endowments, as well as pooled investment vehicles. Their clients are domiciled in the UK, USA, Australia and Asia. Longview Partners is a signatory to the United Nations Principles for Responsible Investment (UN PRI).

Part of Coöperatieve Rabobank UA, Rabobank International (New York Branch) provides commercial banking services. The company is based in New York, NY.

Invesco Capital Management LLC (ICM) is a SEC-registered investment advisor headquartered in Downers Grove, Illinois. The firm was founded in 2003 and was formerly known Invesco PowerShares Capital Management LLC. They are a direct subsidiary of Invesco Group Services, Inc. and their ultimate parent is Invesco Ltd. (NYSE: IVZ). ICM serves as the investment adviser to the exchange-traded funds.

Invesco Asset Management Ltd. (IAML) is the wholly-owned Great Britain-based investment management subsidiary of Invesco UK Ltd., itself a subsidiary of Invesco Ltd. (NYSE: IVZ) in the US. The firm was founded in 1969 as Cavalier Securities Ltd. and became Invesco Asset Management Ltd. in 1993. They are headquartered in Henley-on-Thames, Oxfordshire. IAML provides investment management services on both a discretionary and non-discretionary basis to pension and profit-sharing plans, educational institutions, investment companies, insurance companies, individuals and holding companies. The firm also acts as investment advisor for a number of mutual funds on a sub-advised basis.

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.

Caledonia Private Capital (Caledonia Private Capital) is a private equity division of Caledonia Investments Plc. The firm is headquartered in London, United Kingdom.

Premier Fund Managers Ltd. (PFM) is the wholly-owned fund management subsidiary of Premier Investment Group Ltd., ultimately held by Premier Miton Group Plc (LON: PMI) in Great Britain. The firm was founded in 1988 and is headquartered in Guildford. PFM manages a range of authorized UK and offshore funds and provides tailor made discretionary management services for private and corporate clients including professional advisers, retail investors, institutions and charities.

Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team.

EFG Asset Management (UK) Ltd. (EFGAM UK) is the asset management subsidiary of EFG International AG (SWX: EFGN) in Switzerland. The firm is headquartered in London and was founded in 1994. EFGAM UK provides actively managed investment products and services to professional advisers and institutional investors.

Harbinger Capital Partners LLC (Harbinger) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Philip Falcone in 2001 and is a subsidiary of Harbinger Holdings LLC. Harbinger provides advisory services on a discretionary basis to private investment funds (Harbinger Funds).

Caledonia Investments Plc (Investment Management) (Caledonia Investments-IM) is the investment management division of Caledonia Investments Plc (LON: CLDN), an investment trust company headquartered in London, UK. Founded in 1928, Caledonia Investments-IM manages assets across an international, multi-asset portfolio, with a focus on companies that have the potential to generate exceptional long-term shareholder value.

Marathon Asset Management Ltd. (dba Marathon-London) is an independent investment management firm headquartered in London, UK. The firm was founded by Neil M. Ostrer in 2019. Marathon-London provides discretionary investment management services to corporate pension and profit-sharing plans, charitable institutions, foundations, educational institutions, endowments, state and government entities such as sovereign funds, registered mutual funds, pooled investment vehicles such as non-US funds which includes undertakings for collective investment in transferable securities, alternative investment funds plus other institutional investors and corporations.

Fiera Capital /Asia/ is a private equity firm ,founded in 2001 by Robert D. Petty and Amit Gupta. The firm is headquartered in Hong Kong.

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.

GLG Partners LP (GLG) is an independent alternative investment management firm headquartered in London, UK. The firm was founded in 1995 by Noam Gottesman, Pierre Lagrange and Jonathan Green as a hedge fund division within Lehman Brothers Holdings Inc. GLG offers advisory or sub-advisory services to non-US and US institutional managed accounts and pooled investment vehicles on either a discretionary or non-discretionary basis.

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.

Part of Federated Hermes, Inc., Hermes Alternative Investment Management Ltd. is a leader in active, responsible investment. Founded in 1995, the company is based in London, UK. Guided by the conviction that responsible investing is the best way to create long-term wealth, the British company provides services to professional investors and is committed to providing accurate information to prevent fraud.

GSA Capital Partners LLP (GSA Capital) is an independent hedge fund manager headquartered in London, UK. The firm was originally founded in 2001 as the global statistical arbitrage unit of Deutsche Bank. In 2004, they were spun out of Deutsche Bank by Jonathan Hiscock and became GSA Capital Partners LLP. GSA Capital provides investment advice and portfolio management services to private pooled investment vehicles and managed accounts, which are intended for sophisticated and institutional investors. The firm manages two main families of funds: the GSA International Funds and the GSA QMS Funds.

Threadneedle Asset Management Ltd. (Threadneedle AM) is the wholly-owned global asset management subsidiary of TC Financing Ltd., ultimately held by Ameriprise Financial, Inc. (NYSE: AMP) in the US. Headquartered in London, the firm was founded in 1994 and manages assets for a range of clients which includes pension schemes, insurance companies, private investors and corporations. Threadneedle AM is a socially responsible investor which believes they have a responsibility to, and will benefit from, exercising environmental and social stewardship throughout their firm.

Insight Investment Management (Global) Ltd. (Insight) is the UK-based specialist asset management subsidiary of Insight Investment Management Ltd., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK) in the US. Headquartered in London, the firm was founded in 1964 as an in-house asset manager for the insurance assets of HBOS, and was acquired by Bank of New York Mellon Corp. in 2009. The firm provides liability-driven investment solutions, fixed-income and alternative investments for a range of clients which includes pension funds, corporates, local authorities, insurers, sovereign wealth funds, wealth managers, financial institutions and individual investors. Insight is a founding signatory of the UN Principles for Responsible Investment (UNPRI).

Nomura Asset Management U.K. Ltd. (NAM-UK) is the Great Britain-based alternative investment management subsidiary of Nomura Asset Management Co., Ltd., which is owned by Nomura Holdings, Inc. (TYO: 8604; NYSE: NMR) in Japan. Headquartered in London, the firm was founded in 1984 as Nomura Investment Management Co., Ltd. NAM-UK manages funds for institutional clients worldwide, which includes government agencies, public and private pension funds, multinational corporations, insurance companies and financial institutions.

Manulife Investment Management (Europe) Ltd. (Manulife Europe) is the Great Britain-based asset management subsidiary of Manufacturers Life Insurance Co., itself a subsidiary of Manulife Financial Corp. (TSE, NYSE: MFC) in Canada. The firm was founded as Trendhandy Trading Ltd. in 1993 and was acquired by Manulife and in 1996. Headquartered in London, Manulife Europe offers clients a variety of funds including international and European equity funds. Their local research capabilities and market presence give them perspective on UK and European markets.