David James Allen

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.

JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 due to Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients.

Founded in 1997, Aviva Investors Americas LLC is a registered investment advisor headquartered in Des Moines, Iowa. The firm was also previously known as Aviva Capital Management, Inc. Aviva Investors Americas is a subsidiary of Aviva USA Corp. and their ultimate parent is London-based Aviva Plc (LSE: AV). The firm manages assets for life insurance and annuity companies, re-insurance companies and other institutional clients.

Robert Fleming Holdings Ltd. provides investment banking services. It also provides asset management services to corporates, pension funds, government institutions, charities, private clients and retail customers throughout the world. The company was founded in 1973 and is headquartered in London, UK.

Nomura International Plc provides a variety of financial services including advisement, investment banking and asset management. It trades in and sells fixed income and equity products, including related derivatives; and provides investment banking services, and corporate finance and private equity services. The company is also involved in asset and principal finance business. It offers investment advisory and management, custody, and employment services. Nomura International was founded in 1981 and is headquartered in London, the United Kingdom.

Merrill Lynch International (MLI-UK) is a brokerage firm headquartered in London, UK. The firm was founded in 1988 and is a subsidiary of ML UK Capital Holdings Ltd., ultimately owned by Bank of America Corp. (NYSE: BAC) in the US. MLI-UK provides brokerage services to individual and retail clients.

JPMorgan Asset Management (Asia Pacific) Ltd. (JPAM AP) is an investment management firm headquartered in Hong Kong. The firm was founded in 1974 as JF Asset Management Ltd. and is a subsidiary of JPMorgan Chase & Co. (NYSE: JPM) in the US. JPAM AP manages Asian mandates and equity funds for institutional and retail investors.

Bestinver Gestión SA SGIIC (Bestinver) is the financial services subsidiary of Bestinver SA, itself a wholly-owned subsidiary of Acciona SA (MP: ANA) in Spain. Established in 1988, the firm is headquartered in Madrid and manages the Bestinver range of mutual funds and pension funds for individual and institutional investors.

Part of Nedbank Group Ltd., Fleming Asset Management is a British financial investment services company. The company is based in Glasgow, UK. Fleming Asset Management was acquired by BoE Asset Management Ltd on August 01, 2000.

Cedar Rock Capital Ltd. (Cedar Rock) is an independent, employee-owned investment management firm headquartered in London, UK. It was founded by former Morgan Stanley Global Franchise manager Andy Brown in 2002. Cedar Rock provides discretionary investment management services to the Cedar Rock Funds and to clients with separate accounts. Their clients and the investors in the Cedar Rock Funds may include high net-worth individuals, endowments, foundations, estates, trusts, family offices, pension and profit sharing plans, private investment funds and other business entities.

Credit Suisse Securities (Europe) Ltd. (Credit Suisse Europe) is the Great Britain-based brokerage subsidiary of Credit Suisse Investment Holdings (UK), itself a subsidiary of Credit Suisse Group AG (SWX: CSGN) in Switzerland. The firm was founded in 1966 and formerly known as Credit Suisse First Boston (Europe) Ltd. Headquartered in London, Credit Suisse Europe arranges financing in international capital markets, provides financial advisory services and acts as a dealer in securities, derivatives and foreign exchange on a principal and agency basis for corporate and institutional investors.

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

Alken Asset Management Ltd. (Alken) is an investment management firm headquartered in London, UK. The firm is a subsidiary of Walewski Ltd., itself a subsidiary of Molinos Capital Ltd. Alken was founded in 2005 and was formerly known as Vauban Asset Management. The firm manages open-ended investment vehicles and segregated mandates for institutional and retail clients.

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.

Part of JPMorgan Chase & Co., Jardine Fleming Securities (Asia) Ltd. is a company based in Tokyo, Japan.

Part of MF Global Holdings Ltd., MF Global UK Ltd. is a company that provides brokerage services. The company is based in London, UK.

Indigo Pipelines Ltd. operates gas distribution systems. It designs, builds, finances, owns and operates the ‘last mile’ gas pipe connections to new residential and commercial developments. The company was founded in 1992 and is headquartered in Glasgow, the United Kingdom.

Enviromena Power Systems LLC engages in the provision of clean energy services. It develops solar power panels and systems. The firm’s services include rooftop, energy storage, solar hybrid, operations and maintenance and plant performance monitoring. The company was founded by Sami Khoreibi and John A. Clarke in 2007 and is headquartered in Dubai, United Arab Emirates.

T. Rowe Price Australia Ltd. (Price Australia) is the wholly owned, Australian investment management subsidiary of Great Britain-based T. Rowe Price International Ltd., ultimately held by T. Rowe Price Group, Inc. (NASDAQ: TROW) in the US. The firm was founded in 2004 as T. Rowe Price International Ltd. (Australia). Headquartered in Sydney, Price Australia primarily provides discretionary investment advisory services and has the authority to select securities or other investment vehicles consistent with clients’ investment guidelines. The firm also provides non-discretionary investment advice to platforms sponsored by unaffiliated investment advisers, broker-dealers and other financial service firms.

Absolute Strategy Research Ltd. provides investment research. The private company is based in London, UK. and has subsidiaries in the United States. The British company was founded in 2006 by David Bowers and Ian Harnett, who have been the CEOs since 2006.

Part of iCON Infrastructure LLP, Leo Energy Ltd. is a British investment company. The company is based in Reading, UK. Leo Energy was founded in 2015.

Part of M & G Plc, Prudential Portfolio Management Group Ltd. is a British company that provides investment services. The company is based in London, UK. Founded in 1989.

JPMorgan Asset Management UK (Private Equity) (JPMorgan Asset Management) is a private equity subsidiary of JPMorgan Asset Management (UK) Ltd. founded in 1974. The firm is headquartered in London, United Kingdom.

Kirkoswald Asset Management LLC is an independent, SEC-registered investment advisor and hedge fund manager headquartered New York City. The firm provides discretionary investment management services to qualified investors through the private funds it advises.

AIP Holdings Ltd. is a British investment company that provides investment services and leases and operates real estate properties. The private company is based in Arborfield, UK and has subsidiaries in United Kingdom. The company was founded in 2014.

Part of Belgrave Capital IOM Ltd., Applegreen Service Areas NI Ltd. is a British company that offers a graduate programme to help individuals achieve success in their careers. The company is based in Belfast, UK and was founded in 2012. Applegreen Service Areas NI is a fast-growing network that provides low fuel prices and serves high-quality food to its customers. The company offers a variety of freshly-made gourmet sandwiches, artisan bakes, carvery meats, salads, soups, and hot dinners in a friendly and relaxed setting.

Part of Applegreen Ltd. (Ireland), Petrogas Group NI Ltd. is a British company that retails automotive fuels. The company is based in Belfast, UK. Founded in 2008.

Ascot House Advisers Ltd. is an independent investment manager headquartered in London, UK. The firm was founded by Patrick Vermeulen in 2020. They provide investment management services to various types of clients.

Part of Aip Infrastructure LP, Arjun Infrastructure Partners IV Ltd. is an independent asset management firm that specializes in executing and managing mid-market infrastructure investments. The company was founded in 2015 and is based in Reading, UK. Arjun now manages over €5 billion of capital on behalf of prominent institutional investors. Incorporating environmental, social and governance (ESG) factors in their investment and asset management decisions is central to Arjun's ability to deliver attractive risk-adjusted returns over the long term.

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.

Panza Capital SGIIC SA is a Spanish company that focuses on managing and growing the assets of their clients. The private company is based in Madrid, Spain. The company's approach is straightforward, investing sensibly and for the long term.