Simon P. Davies

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.

Hosking Partners LLP is a global equity investment boutique headquartered in London, UK. The firm’s origins date back to 2013 though prior to this Jeremy Hosking was head of the Global Equity division of Marathon Asset Management, a firm he co-founded in 1986. Hosking Partners offers investment management services to institutional clients through both segregated mandates and pooled vehicles. The client base comprises foundations and endowments, superannuation funds and corporate pension funds.

M&G Investment Management Ltd. (MAGIM) is the asset management subsidiary of MG FA Ltd., ultimately owned by M&G Plc (LON: MNG) in Great Britain. Formerly known as Prudential Investment Management Ltd., the firm was founded in 1968 and is headquartered in London. MAGIM provides investment management for a broad range of clients, with a product range that includes segregated mandates for institutions as well as retail mutual funds for individuals.

Liontrust Portfolio Management Ltd. (LPM) is a specialist fund management boutique headquartered in London, UK. The firm was founded in 2002 by James de Uphaugh, Chris Field, Simon Hazlitt, Rob Harris and Adam Parker. Formerly a subsidiary of Majedie Investment Plc (LSE: MAJE), the firm was acquired by Liontrust Asset Management Plc (LON: LIO) in 2022 and has been renamed under this acquisition from Majedie Asset Management Ltd. to Liontrust Portfolio Management Ltd. LPM manages equity portfolios for institutional clients. Portfolios may be structured as separate managed accounts as well as private funds.

Odey Asset Management LLP (OAM) is the Great Britain-based, alternative investment management subsidiary of Odey Asset Management Group Ltd., itself a subsidiary of Odey Holdings AG in Switzerland. The firm was founded by Crispin Odey in 1991 as Odey Partners LLP. Headquartered in London, OAM provides investment advice to hedge funds, funds of hedge funds, retail and institutional mutual funds and their affiliated collective investment schemes. They also offer investment advice through its managed accounts to banks and thrift institutions, pension and profit-sharing plans, trusts, estates and charitable organizations, corporations and high net-worth individuals.

MFS International (UK) Ltd. (MFSI UK) is an asset management firm headquartered in London, UK. The firm was founded in 1995 and is a subsidiary of MFS International Holdings Pty Ltd., ultimately held by Sun Life Financial, Inc. (NYSE, TSX: SLF) in Canada. MFSI UK provides a range of financial products and services, such as mutual fund management, to individual and institutional investors.

RWC Partners Ltd. provides investment advisory services. Its activities portfolio include convertible bonds, European equity, Japan active engagement, equity income, emerging and frontier market equity, and global horizon equity. The company was founded by Chris Simon Maude, John Hugh Innes, and Mark Robert Hadsley-Chaplin in 2000 and is headquartered in London, the United Kingdom.

RWC Asset Management LLP (RWC) is the alternative asset management subsidiary of RWC Partners Ltd. in Great Britain. The firm was founded by John H. Innes in 2007 as MPC Asset Management LLP. Headquartered in London, RWC primarily provides discretionary investment advisory services to pooled investment vehicles as well as separately managed accounts.

Futurebuilders England Ltd. provides investment advisory services. The firm services offer strategic support such as legal services and pro bono consultancy services. It also provides international advisory services specializing in developing fund models designed to develop an “investment ready” pipeline of charities and social enterprises, helping create new impact investment funds and bringing new investors to the market. The company was founded in 2002 and is headquartered in London, the United Kingdom.

Genesis Investment Management LLP (GIML) is an investment management firm headquartered in London, UK. The firm was founded in 1989 and is a subsidiary of AMG Genesis LLC, ultimately held by Affiliated Managers Group, Inc. (NYSE: AMG) in the US. GIML provides portfolio management services to institutional investors.

Part of Bracs Marketing Co. 1979 Ltd., Venaglass Haymarket Ltd. is a British company that provides property investment services. The company is based in London, UK and was founded in 2014.

YFM Private Equity Ltd (YFM-PE) is a private equity specialist headquartered in Leeds, UK. YFM-PE, incorporated in 1987 as Mosspire Ltd., is a subsidiary of YFM Group Ltd., itself a subsidiary of Greater London Enterprise Ltd. in the UK. The firm manages private equity funds, while their sister company, YFM Venture Finance, focuses on earlier stage venture capital investments.

Great Point Media Ltd. is a diversified media business that operates exclusively within the media sector. Great Point Media is based in London, UK, and has subsidiaries in the United Kingdom and the United States. The British company is engaged in a wide range of activities, from financing high-quality television and film projects for distribution by major broadcasters and streamers, to advising on international distribution strategy, through to funding early stage creative businesses and financing and managing studio infrastructure projects. The private company was founded in 2012 by Jim Reeve and Robert A. Halmi, and Jim Reeve has been the CEO since 2012.

BlueBay Asset Management LLP (dba RBC BlueBay) is the Great Britain-based asset management subsidiary of Royal Bank of Canada (NYSE, TSE: RY) in Canada. Headquartered in London, the firm was established in 2001 and manages hedge funds and segregated mandates for institutional clients and high-net worth individuals. RBC BlueBay is a socially responsible investor and signatory of the UN Principles for Responsible Investment (UNPRI).

Western Asset Management Co. Ltd. (Western Asset UK) is the Great Britain-based investment management subsidiary of Legg Mason Global Holdings Ltd., ultimately held by Franklin Resources, Inc. (NYSE: BEN) in the US. Founded in 1986, Western Asset UK is headquartered in London and devotes all their resources to fixed-income investment management and client services for a range of global clients across a variety of mandates.

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).

Marathon Global Fund Plc operates as an open-end investment firm with variable capital. The company was founded on October 26, 2007 and is headquartered in Dublin, Ireland.

The Bridgeman Art Library Ltd. specializes in the distribution of fine art, cultural and historical media for reproduction. It works with museums, galleries, collections and artists to provide a central resource of fine art and archive footage for reproduction to creative professionals. The company was founded by Victoria Harriet Bridgeman in 1972 and is headquartered in London, the United Kingdom.

Dawnay, Day Principal Investments (DDPI) is a private equity investment firm based in London. They are a subsidiary of Dawnay, Day Holdings Ltd. The UK-based Dawnay group was established in 1928 as an issuing house providing business financing. They also operate outside of the UK in Europe, India, the US, the Middle East and Australia. DDPI specializes in mid-market private equity transactions in addition to certain listed firm transactions. They seek to fuse private equity and property by blending innovative financing with hands-on property skills. They invest directly from their own balance sheet. They manage the Dawnay, Day Principal Investments Fund.

Hosking & Co. Ltd. provides investment advice. It manages global equity portfolios with flexible investment guidelines for a limited number of institutional clients worldwide. The company was founded by Jeremy John Hosking in 2013 and is headquartered in Dublin, Ireland.

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.

T. Rowe Price International Ltd. (Price International) is an investment management firm headquartered in London, UK. The firm was founded in 1979 and is a subsidiary of T. Rowe Price Associates, Inc., itself a subsidiary of T. Rowe Price Group, Inc. (NYSE: TROW) in the US. They provide investment management services to a global client base. Price International is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI).

Statesman Rail Ltd. is a British company founded in 2007 that offers luxurious train travel experiences across the British Isles. The private company is based in Hayle, UK. Passengers can enjoy stunning landscapes and indulge in the finest regional food and drink while being served on board the celebrated Statesman train.

Part of Locomotive Services Ltd., The Steam Dreams Rail Co. Ltd. is a British company that provides travel arrangement services. The company is based in London, UK. The company was founded in 2018. The Steam Dreams Rail Co. was acquired by Locomotive Services Ltd. on June 01, 2022.

The Hosking Charitable Trust is a non-profit organization founded in 2018. The British company operates as a charitable trust.

Part of Locomotive Services Ltd., Locomotive Storage Ltd. is a British company that provides storage services. The company is based in Crewe, UK and was founded in 2013.

Royal Scot Locomotive & General Trust is a charity trust founded in 2009 that provides locomotive education to the general public.

Part of Palace Holdco UK Ltd., Palace Midco UK Ltd. functions as an investment holding company. The company is based in London, UK and was founded in 2015.

Locomotive Services Ltd. operates rail tours using heritage steam and diesel locomotives. The private company is based in London, UK, and has subsidiaries in the United Kingdom. It was founded in 2004.

West Coast Railway Co. Ltd. operates charter trains. The private company is based in Carnforth, UK. The British company was founded in 1998. The CEO is Patricia Marshall.

RBC Global Asset Management (UK) Ltd. (RBC GAM-UK) is the Great Britain-based, wholly-owned asset management subsidiary of Royal Bank of Canada Holdings UK Ltd., ultimately held by Royal Bank of Canada (TSE, NYSE: RY) in Canada. The firm is headquartered in London and was founded in 1998. RBC GAM-UK provides equity and fixed income solutions to a broad range of institutional clients.