Stephen Bates Owen

South Street Advisors LLC (SSA) is an independent registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 1998 after the dissolution of a predecessor company, Carver Cross & Carhart, which was formed in 1996. SSA provides investment services tailored to the specific financial requirements of not-for-profit organizations and high net-worth individuals.

Brown Brothers Harriman & Co. (Investment Management) (BBH-IM) is the investment management division of Brown Brothers Harriman & Co., a registered broker/dealer headquartered in New York City. The firm was founded in 1931 and do-business-as Brown Brothers Harriman Mutual Fund Advisory Department. BBH-IM advises or sub-advises Mutual Funds, an ETF, and UCITS Funds.