Lieven de Bruyne

JPMorgan Asset Management (UK) Ltd. (JPMAM-UK) is the wholly owned, Great Britain-based investment arm of JPMorgan Asset Management International Ltd., ultimately held by JPMorgan Chase & Co. (NYSE: JPM) in the US. The firm was founded in 1974 and formerly known as JPMorgan Fleming Asset Management. They changed their name to JPMorgan Asset Management UK Ltd. in 2005. Headquartered in London, JPAM-UK provides investment advisory services to institutional clients, both US and non-US.

Santander Asset Management UK Ltd. (SAM-UK) is an asset manager headquartered in Glasgow, UK. The firm was founded in 1987 and formerly known as Scottish Mutual Portfolio Managers Ltd. and Abbey National Asset Managers Ltd. They are a wholly-owned subsidiary of SAM Investment Holdings SL, owned by Banco Santander SA (NYSE, BME: SAN) in Spain. SAM-UK manages funds on behalf of other Santander group entities as well as retail investors. The firm also manages a small number of segregated corporate portfolios.

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.

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.

PIMCO Europe Ltd. (PIMCO-Europe) is the Great Britain-based subsidiary of PIMCO Global Advisors LLC, ultimately held by Allianz SE (FR: ALV; ADR: AZSEY) in Germany. Established in 1997, PIMCO-Europe is headquartered in London with additional branches in Europe and global offices in Asia, Australia, and the Americas. The firm provides fixed-income investment management services to clients in Great Britain, Europe and the Middle East. In addition to corporate pension funds, their clientele includes foundations, endowments, public retirement plans, central banks and corporate treasury departments. They also serve retail and high-net worth individuals. PIMCO Europe manages discretionary accounts, institutional funds and mutual funds. The firm is involved in the institutional wholesale business, and sub-advises portfolios for third-party fund-of-fund managers.

Schroder & Co., Ltd. is the international private banking subsidiary of Schroder Wealth Holdings Ltd., ultimately held by Schroders Plc (LON: SDR) in Great Britain. The firm is headquartered in London and was founded in 1988. Schroder & Co. provides investment management services to high-net worth individuals and their families. They offer comprehensive wealth management services, including alternative investments and absolute return products, complemented by banking and fiduciary services.

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).

The University of Melbourne, founded in 1853, is a world-renowned institution located in Parkville, Australia. The university is a leader in education, teaching, and research, offering a wide range of coursework and research programs.

JOHCM (USA), Inc. (JOHCM USA) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2013 and is a subsidiary of Pendal USA, Inc., which is owned by Perpetual Ltd. (ASX: PPT) in Australia. JOHCM USA provides investment advisory services on a segregated basis to US institutional investors.

J.O. Hambro Capital Management Ltd. (JOHCM) is an investment management firm headquartered in London, UK. The firm was founded by James Hambro in 1993 as an independently managed boutique, and was acquired by Pendal Group Ltd., formerly BT Investment Management Ltd., in 2011. In 2023, Perpetual Limited (ASX: PPT) – an ASX-listed, global diversified financial services company in Sydney, Australia – acquired Pendal Group, including JOHCM. The firm provides discretionary investment advisory services across a diverse range of equity strategies through pooled vehicles (or investment funds) and to clients that establish separately managed accounts.

Baring Asset Management Ltd. (Barings UK) is the Great Britain-based subsidiary of Barings Europe Ltd., ultimately held by Massachusetts Mutual Life Insurance Co. in the US. Barings traces its origins to 1762 when it was founded in London as a firm of merchants and merchant bankers. They were an asset management pioneer in the UK and set up an Investment Department in 1955. In 1989, all of Barings' asset management activities were consolidated within Baring Asset Management. Headquartered in London, the firm manages assets on behalf of pension funds, pooled vehicles, governments, charities and high-net worth individuals. Barings UK offers a wide range of equity and fixed-income mutual funds in both domestic and international markets. They are a socially responsible investor which takes environmental and socially responsible investment issues into account and seek guidance from clients.

Pathstore Ltd. provides business support services. The private company is based in London, UK. The British company was founded in 2001.

Egerton Capital Ltd. provides asset management services.

Egerton Capital (UK) LLP (Egerton Capital) is a partner-owned, alternative investment management firm headquartered in London, UK. The firm was founded by John Armitage in 2013 and is a subsidiary of Egerton Capital Ltd. in Great Britain. Egerton Capital provides advisory services on a fully discretionary basis to pooled investment vehicles intended for institutional investors and other sophisticated investors.

Nedgroup Investment Advisors (UK) Ltd. (Nedgroup UK) is the investment management subsidiary of Nedgroup International Holdings Ltd., which is owned by Nedbank Group Ltd. (JSE: NED; OTCMKTS: NDBKY) in South Africa. Headquartered in London, Nedgroup UK was founded in 1991 and offers a wide range of investment solutions for retail and institutional investors.

abrdn Investments Ltd. (aIL) is an asset management firm headquartered in Midlothian, UK. The firm was founded in 1987 and formerly known as Aberdeen Asset Managers Ltd. They are a wholly-owned subsidiary of abrdn Holdings Ltd., wholly-owned by abrdn Plc (LON: ABDN). aIL provides their clients with discretionary and non-discretionary asset management and related services across a broad range of investment strategies and asset classes. They also offer an alternative platform which encompasses multi-manager research, selection and portfolio management for hedge funds strategies.

Credit Suisse Asset Management Ltd. (CSAM) is the wholly-owned, Great Britain-based asset management subsidiary of Credit Suisse Asset Management (UK) Holding Ltd., itself a subsidiary of Credit Suisse Group AG (SWX: CSGN, NYSE: CS) in Switzerland. Founded in 1982, the firm is headquartered in London and offers a wide range of investment products and functions across asset classes and investment styles for various clients including governments, institutions, corporations and private individuals.

Comgest SA is an independent, French international asset management firm which was founded in 1985 and is wholly-owned by the firm's management and employees. The firm is headquartered in Paris with subsidiaries in Dublin, London, Hong Kong, Tokyo, Singapore, Düsseldorf, Amsterdam and Boston. They manage a range of investment products for institutional and high-net worth investors including FCPs, SICAVS and funds. Comgest is a signatory to the United Nations Principles for Responsible Investment (UNPRI).

CDP Worldwide collects self-reported environmental data. The non-profit company is based in London, UK. and has subsidiaries in United Kingdom, India and Germany. The British company was founded in 2000 by Paul Dickinson. The CEO is Jamie Neil.

The Wellcome Trust Ltd. engages welfare and charitable services. It supports the discovery of vaccines and drug-resistant infections, diversity and inclusion, open research, government investment in research, data sharing in public health emergencies, and strengthening ecosystems. The company was founded by Henry Wellcome in 1936 and is headquartered in London, UK.

PanAgora Asset Management, Inc. (PAM) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1989 and is a subsidiary of PanAgora Holdings, Inc., ultimately held by Power Corp. of Canada (TSE: POW) in Canada. PAM is the sponsor and investment manager for certain private unregistered investment pools, such as funds organized under US tax-qualified group trusts, domestic private funds organized as limited liability companies, and offshore private funds organized as Cayman Islands exempted companies. They also provide investment advisory services to institutional separate account clients.

The Investment Association provides investment services. It also offers trainings and seminars. The company was founded on October 13, 1959 and is headquartered in London, the United Kingdom.

Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts.

Part of FMR LLC, Fidelity Management Trust Co. offers financial planning and advice, retirement plans, wealth management services, trading and brokerage services, and a wide range of investment products including mutual funds, ETFs, fixed income bonds, and CDs. The company is based in Boston, MA. The company also integrates environmental, social, and governance factors into investment research and decision making. With over 17 years of experience as a designated broker, Fidelity Management Trust can help effectively and efficiently oversee employees' investment and trading activities.

Monash University operates as a public research university. It specializes in higher education, global engagement, postgraduate courses, undergraduate study, and PhD research. The company was founded on March 1961 and is headquartered in Clayton, Australia.

Robeco Institutional Asset Management BV (UK) (Robeco UK) is the Great Britain-based investment management division of Netherlands-based Robeco Institutional Asset Management BV, ultimately held by ORIX Corp. (TYO: 8591) in Japan. Headquartered in London, Robeco UK offers institutional and private investors an extensive selection of active investment strategies, for a broad range of asset classes.

HSBC Bank Plc (Broker) (HSBC Bank-Broker) is the broker/dealer division of HSBC Bank Plc, which is owned by HSBC Holdings Plc (LON: HSBA; NYSE: HSBC) in Great Britain. Headquartered in London, HSBC Bank-Broker was founded in 1880 and offers bespoke brokerage services across every major asset class for their corporate and institutional clients.

FMR Investment Management (UK) Ltd. (FMRIM UK) is an investment management firm headquartered in London, UK. The firm was founded in 2006 and is a subsidiary of Fidelity Management & Research Co. LLC (FMR), itself a subsidiary of FMR LLC in the US. FMRIM UK provides investment advisory and portfolio management services as a sub-adviser to certain FMR clients, which includes investment companies in the Fidelity family of mutual funds.

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.

Ninety One UK Ltd. is an asset management firm headquartered in London, UK. The firm was founded in 1986 and is a subsidiary of Ninety One UK Holdings Ltd. Ninety One UK provides discretionary investment management services to public and private pension plans, other institutional investors and domestic pooled investment vehicles. They also manage separate accounts for institutional investors.

Pool Reinsurance Co. Ltd. provides reinsurance services for property damage and business interruption against terrorism. The firm offers the cost of losses caused insurers and reinsurers to focus on the difficulties of providing terrorism cover for commercial properties, in particular the high potential cost of losses and the lack of any reliable method of estimating what the future loss experience might be and insurers depended on reinsurers for financial protection should very large claims occur and, accordingly, both insurers and reinsurers decided they could no longer provide terrorism cover using traditional methods. The company was founded in 1993 and is headquartered in London, the United Kingdom.

AXA Investment Managers (Paris) SA (AXA-IM Paris) is the wholly-owned asset management subsidiary of AXA Investment Managers SA, itself a subsidiary of AXA SA (XP: CS, ADR: AXAHY) in France. Headquartered in Puteaux, the firm traces their origins to 1994 when the AXA Group created the AXA Asset Management division. In 1997, the division was renamed AXA Investment Managers. AXA-IM Paris has a network of investment centers worldwide which cater to institutional investors, distributors and AXA Group insurance firms. They are a socially responsible investor which offers SRI funds and integrates ESG criteria into their investment processes.