Matthew Kence

Barings LLC is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Founded in 1940, the firm is direct subsidiary of MM Asset Management Holding LLC and their ultimate parent is Massachusetts Mutual Life Insurance Co. (MassMutual). MassMutual?s affiliated companies include financial services companies that provide investment management services and individual protection insurance to clients worldwide. Barings provides a broad range of investment advisory and management services to institutional clients, registered investment companies, and other pooled investment vehicles.

Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI).

Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors.

Brandywine Global Investment Management LLC (Brandywine Global) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1986 and is a wholly-owned subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. (NYSE: BEN). Brandywine Global provides discretionary investment management services to a variety of clients such as institutions, individuals, and various registered and unregistered pooled investment vehicles. In addition, they are the sub-advisor to affiliated and non-affiliated mutual funds and act as a sub-advisor to several wrap programs sponsored by unaffiliated program sponsors.

Nationwide Mutual Insurance Co. provides insurance and financial services. It offers insurance and protection, investing and retirement, banking and borrowing, life events and planning, claims, pay a bill, and business coverage advisor. The company was founded in 1925 and is headquartered in Columbus, OH.

Jennison Associates LLC is a SEC-registered investment advisor and mutual fund manager which was founded in 1969 by Spiros Segalas and six colleagues. The firm was acquired by The Prudential Insurance Company of America (PICA) in 1985. They are a subsidiary of PGIM, Inc., ultimately held by Prudential Financial, Inc. (NYSE: PRU). Headquartered in New York City, Jennison Associates manages equity, fixed income, and custom solutions portfolios in a range of styles, geographies and market capitalizations for various clients.

Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds.

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.

Arthur D. Little, Inc. engages in the provision of management consulting services. It specializes in strategy and organization, operations management, technology and innovation management, corporate finance, and global carbon advisory serving corporations and organizations worldwide. The firm serves the automotive, healthcare, information, chemicals, consumer goods, retail, manufacturing, and transportation industries. The company was founded by Arthur Dehon Little and Roger Griffin in October 1886 and is headquartered in Boston, MA.

abrdn, Inc. is SEC-registered investment advisor and mutual fund manager headquartered in Philadelphia, Pennsylvania. Founded in 1995, the firm was formerly known as Aberdeen Asset Management, Inc. and as Aberdeen Standard Investments, Inc. until it became abrdn, Inc. in 2022. They are a subsidiary of abrdn Holdings Ltd., ultimately held by abrdn Plc (LON: ABDN) in Great Britain. abrdn provides investment products and solutions to various clients across the world.

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.

Tekla Capital Management LLC is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. Formerly known as Hambrecht & Quist Capital Management LLC, the firm serves as an investment adviser for four closed-end funds – Tekla Healthcare Investors, Tekla Life Sciences Investors, Tekla Healthcare Opportunities Fund and Tekla World Healthcare Fund.

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.

Leerink Partners LLC is a full-service brokerage and investment banking firm headquartered in Boston, Massachusetts. The firm was founded by Jeffrey Leerink in 1995 and formerly known as SVB Securities LLC. They rebranded as Leerink Partners in 2023. The firm is a subsidiary of SVB Securities LLC. Leerink Partners provides institutional sales, equity research, institutional trading, and corporate finance and asset management services to the healthcare and technology industries. They offer superior execution capabilities in common stock, convertibles and derivatives with a singular focus on healthcare and a knowledge-led approach.

Integrative Medicine Communications publishes credible, science-based information on integrative medicine. The private company is based in Newton, MA and has subsidiaries in the United States. The company was founded by Janesse Thaw Bruce.

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.

Nationwide Insurance Co. provides insurance services. The company was founded in 1925 and is headquartered in Columbus, OH.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools.

Eaton Vance WaterOak Advisors (WaterOak) is a registered investment adviser headquartered in Boston, Massachusetts. The firm was founded in 2004 and was acquired in 2021 by Morgan Stanley Domestic Holdings, Inc., which is ultimately owned by Morgan Stanley (NYSE: MS). WaterOak provides comprehensive wealth management solutions on both a discretionary and a non-discretionary basis to individuals, families, a registered investment company, pension plans, trusts, endowments and other institutional clients.

LMCG Investments LLC (LMCG) is an independent employee-owned, SEC-registered investment management firm headquartered in Boston, Massachusetts. The firm was originally founded by Lee Munder in 2000 as Lee Munder Investments Ltd. and changed its name into LMCG Investments LLC at the end of 2014. LMCG offers a broad range of investment strategies and solutions to institutional and private clients, globally.

Part of Citigroup, Inc., Citibank, Inc. is a commercial bank based in New York, NY. Citibank, Inc. provides commercial banking services. Michael Louis Corbat has been the CEO of the company since 2020.

Mad River Glen Cooperative is a private company that operates America's only cooperatively owned mountain. The company is based in Waitsfield, VT. The company is dedicated to protecting and preserving the unique ski experience.

East Coast Asset Management LLC (ECAM) is an independent, SEC- registered investment advisor and wealth management firm headquartered in Essex, Massachusetts. The firm was founded by Christopher Begg and Benjamin Favazza in 2008 as East Coast Asset Management, Inc. ECAM provides customized and comprehensive investment management services to individuals, trusts, foundations, endowments, pension, and profit-sharing plans, charitable organizations, and other entities.

Putnam Associates LLC engages in the provision of strategic consulting serving biopharmaceutical, diagnostics, and medical device clients. It specializes in corporate strategy, portfolio licensing and development strategy, new product, established products and franchise strategy, pricing, reimbursement and market access, and other related strategic projects. The company was founded by Kevin J. Gorman in 1988 and is headquartered in Boston, MA.

Part of abrdn Plc, Standard Life Investments (USA) Ltd. is a company based in Midlothian, UK. Founded in 2001, the British company provides security and commodity contracts dealing services.

State Street Global Advisors (State Street Global Advisors) is a private equity subsidiary of State Street Corp. founded in 1978. The firm is headquartered in Boston, Massachusetts.