Tim Steer

Columbia Threadneedle Asset Managers Ltd. (CTAM) is an asset management firm headquartered in London, UK. The firm was founded in 1990 as F&C Asset Managers Ltd. and renamed BMO Asset Managers Ltd. in 2018. They changed their name to Columbia Threadneedle Asset Managers Ltd. when BMO rebranded to Columbia Threadneedle Investments in 2022. The firm is a subsidiary of Columbia Threadneedle AM (Holdings) Plc, ultimately held by Ameriprise Financial, Inc. (NYSE: AMP) in the US. CTAM manages a range of in-house and multi-manager funds for private individuals and institutional clients.

Janus Henderson Investors UK Ltd. (JHI UK) is the wholly-owned global asset management subsidiary of Janus Henderson UK (Holdings) Ltd., ultimately held by Janus Henderson Group Plc (LON: 0RPW; NYSE: JHG) in Great Britain. The firm was founded in 1934 and formerly known as Henderson Global Investors Ltd. Headquartered in London, JHI UK is a client-centric, sustainable and responsible investor which provides investment management services to individuals, private banks, third party distributors, insurance companies, pension funds, government bodies, investment trusts, charities and corporate entities.

Newton Investment Management Ltd. (Newton) is the wholly-owned, Great Britain-based investment management subsidiary of Newton Management Ltd., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK) (BNY Mellon) in the US. The firm was founded in 1978 as a joint venture with Scottish insurance broker Reed Stenhouse. In 1986 they were acquired by Alexander & Alexander and were renamed Newton Investment Management. Headquartered in London, Newton provides investment products and services to a wide range of clients, such as pension funds, charities, corporations and individuals (via BNY Mellon). Newton is a signatory to the UN Principles for Responsible Investment (PRI).

Rudolph Technologies, Inc. engages in the design, development, manufacture, and support of defect inspection, lithography, process control metrology, and process control software. Its products include semiconductor, light emitting diodes (LED), flat panel display, data storage, and compound semi. The company was founded by Otto Curt Rudolph in 1940 and is headquartered in Budd Lake, NJ.

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.

AXA Investment Managers UK Ltd. (AXA IM-UK) is the UK-based investment subsidiary of AXA Framlington Group Ltd., itself a subsidiary of AXA SA (XP: CS, ADR: AXAHY) in France. The firm is headquartered in London and was founded in 1979. AXA IM-UK manages a diverse range of pooled funds and offers tailor-made investment products for liability management. They specialize in institutional pension fund management and individual retirement savings products.

Jupiter Asset Management Ltd. (JAM) is an investment management firm headquartered in London, UK. The firm was founded in 1985 and is a subsidiary of Jupiter Investment Management Group Ltd., ultimately owned by Jupiter Fund Management plc (LON: JUP). They were previously a subsidiary of Commerzbank AG until 2007 when their senior management acquired the firm through a management buyout. The firm offers a range of actively managed strategies available to UK and international clients including equities, fixed income, multi-asset and alternatives. JAM is a signatory on a number of key initiatives such as the UN Principles for Responsible Investment.

FIL Investment Advisors (UK) Ltd. (FIA UK) is a Great Britain-based fund management firm headquartered in Tadworth, Surrey. Founded in 1984, the firm is a wholly-owned subsidiary of FIL Holdings (UK) Limited, which in turn is a wholly-owned subsidiary of FIL Ltd. in Bermuda. FIA UK provides a range of global investment products and services to institutional accounts, mutual funds and other pooled investment vehicles.

Taube Hodson Stonex Partners LLP (THS) is the equity asset management subsidiary of GAM International Management Ltd., ultimately held by GAM Holding AG (SW: GAM, ADR: GMHLY) in Switzerland. Founded by Nils Taube, John Hodson and Cato Stonex in 1997, the firm is based in London and is a socially responsible investor which manages in-house funds that are open to investment by private, intermediaries and institutional investors. Their flagship is the International Growth and Value Fund.

Aviva Investors Global Services Ltd. (AIGSL) is the wholly-owned asset management subsidiary of Aviva Investors Holdings Ltd., ultimately held by Aviva plc (LSE: AV, ADR: AV) in Great Britain. Previously known as Morley Fund Management Ltd., the firm was founded in 1973, merged with Norwich Union Investment Management Ltd. in 2000 and underwent restructuring in 2008. Headquartered in London, AIGSL provides investment management services and related advisory to various subsidiaries of the Aviva Group and external clients such as retail funds, pension funds, and other institutional investors.

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.

Bell Rock Capital Management LLP (Bell Rock Capital) is an independent alternative investment manager headquartered in London, UK. The firm was founded by Peter de Putron in 1996. Bell Rock Capital manages assets on behalf of institutional clients and high net worth investors.

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.

Morningstar Europe Ltd. is the Great Britain-based investment research subsidiary of Morningstar Holland BV, ultimately owned by Morningstar, Inc. (NASDAQ: MORN) in the US. Headquartered in London, the firm was founded in 2000 and provides investment research services to European retail and institutional investors. Morningstar Europe takes a rigorous bottom-up approach by evaluating the fundamental factors that drive the investments they cover. Their global coverage uses the same consistent research framework in every region where Morningstar analysts are evaluating investments.

Charles Stanley & Co. Ltd. (Investment Management) (Charles Stanley-IM) is the investment management division of Charles Stanley & Co. Ltd., an investment company headquartered in London, UK. The firm was founded in 1852 and is ultimately owned by Raymond James Financial, Inc. (NYSE: RJF). Charles Stanley-IM provides bespoke investment portfolios and tailored financial advice to individuals, charities, institutions and professional advisers.

C. Hoare & Co. operates as a private bank, which engages in the provision of banking, and wealth management services. The company was founded by Richard Hoare on July 5, 1672 and is headquartered in London, the United Kingdom.

NS Partners Ltd. is the wholly-owned Great Britain-based investment management subsidiary of Worldinvest Management Ltd., ultimately held by Connor, Clark & Lunn Financial Group Ltd. (CCLFG) in Canada. Headquartered in London, the firm was founded in 1988 and primarily provides investment advice and management on a discretionary basis to US and non-US accounts.

CIC Market Solutions SA is the broker-dealer subsidiary of Crédit Industriel et Commercial SA, ultimately owned by Groupe Crédit Mutuel in France. Headquartered in Paris, the firm was founded in 1991 and handles commercial market activities for corporate and professional investor clients of Crédit Mutuel Alliance Fédérale group. CIC Market Solutions also provides primary equity and bond market services and execution and sale on the capital markets.

Omnis Investments Ltd. is a British private asset management company that focuses on active, high-conviction investing. The company is based in Swindon, UK, and has subsidiaries in the United Kingdom. The company draws on the collective power of experts in each discipline, market, and region of the world through an open culture of collaboration designed to identify the best ideas. With more than £10 billion of assets under management, Omnis Investments Limited is one of the largest asset managers in the world. The company has appointed some of the best investment managers to manage clients' wealth, and each of the Omnis funds is run by a fund management company that has specialist experience in each market. Robert Mark Jeffree has been the CEO of the company since 2020.

LGT Wealth Management UK LLP (LGT WM UK) is the wealth management subsidiary of LGT UK Holdings Ltd., which is owned by LGT Group Foundation (LGT) in Liechtenstein. Previously known as Vestra Wealth LLP and as LGT Vestra LLP, the firm was founded in 2007 by Matthew Evans, Andrew Sims, David Scott and Ben Snee. In June 2016, LGT owned by the Princely Family of Liechtenstein took a majority stake in the firm, primarily from external investors in the firm. In October 2020, LGT completed the acquisition by buying the remaining equity previously held by the executive partners of LGT WM UK. Headquartered in London, LGT WM UK provides wealth management services to private clients, companies, trusts, charities and financial intermediaries based predominately in the UK and the European Economic Area (EEA).

Man Group Investments Ltd. (MGI) is the asset management subsidiary of Man Investments Finance Ltd., which is ultimately owned by Man Group Plc (LON: EMG) in Great Britain. Formerly known as GLG Partners UK Ltd., the firm was founded in 1995 as the UK arm of Société Générale Asset Management SA in Paris. In 2009 they were acquired by GLG Partners, which was subsequently acquired by Man Group in 2010. Headquartered in London, MGI provides a comprehensive range of alternative, traditional long-only and hybrid investment products and services for public sector entities, foundations, sovereign wealth funds, financial institutions and high-net worth individuals.

Morningstar Investment Management Europe Ltd. (MIME) is the Great Britain-based asset management subsidiary of Morningstar Investment Management LLC, which is owned by Morningstar, Inc. (NASDAQ: MORN) in the US. Headquartered in London, MIME was founded in 2006 and provides discretionary investment management and advisory services to individual and institutional clients.

Ocean Dial Asset Management Ltd. (ODAM) is a mutual fund manager headquartered in London, UK. The firm was founded in 2005 and was acquired by AssetCo Plc (LON: ASTO). ODAM provides investment advice to individuals and institutional investors.

Ocean Dial Advisers Pvt Ltd. (ODA) is the asset management subsidiary of Ocean Dial Investment Co. Singapore PTE LTD. The firm is headquartered in Mumbai. ODA provides investment advisory services to individuals and institutional investors.

Syncona Partners LLP (Syncona Partners) is a venture capital subsidiary of Syncona Investment Management Ltd. founded in 2012 by Martin Murphy. The firm is headquartered in London, United Kingdom.

Desktop Genetics Ltd. develops software tools to enable literal desktop genetics. It offers technologies at the intersection of biotechnology, software and laboratory automation. The firm specializes in synthetic biology, genome engineering, genome editing, functional genomics, bioinformatics, and screening. The company was founded by Victor Dillard, Riley Doyle and Edward Perello in 2012 and is headquartered in London, the United Kingdom.

UBP Transglobe SICE engages in the provision of consulting services as an agent and fund manager. The company was founded on March 5, 1997 and is headquartered in Taipei, Taiwan.

Tropic Biosciences UK Ltd. develops varieties of tropical crops by utilizing cutting-edge genome editing technologies. The company is headquartered in Norwich, the United Kingdom.

ETA Green Power Ltd. is a British company that provides high density electric drive solutions to accelerate electrification across various sectors. The company was founded in 2019 and is based in Norwich, UK. The company offers efficient and powerful electric solutions for low voltage applications. ETA has a complete solution for secure manufacturing, pre-approved for their customers. The company's electric drive solution relies on a combination of motors, controllers, and chargers.