John Christopher Bearman

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.

Schroder Investment Management Ltd. (SIM) is the wholly-owned asset management subsidiary of Schroder International Holdings Ltd., ultimately held by Great Britain-based Schroders Plc (LSE: SDR, ADR: SHNWY). Established in 1985, SIM is headquartered in London and caters to a range of clients such as corporations, insurance firms, local and public authorities, charities, pension funds, high net-worth individuals and retail investors.

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).

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.

Brown, Shipley & Co. Ltd. (Brown Shipley) is the Great Britain-based private banking subsidiary of Quintet Private Bank (Europe) SA, itself a subsidiary of Precision Capital SA in Luxembourg. The firm was founded by William Brown in 1810. Headquartered in London, Brown Shipley manages a range of collective investments known as SVS Brown Shipley Funds for private, institutional and corporate clients.

BBVA Asset Management SA SGIIC (BBVA-AM) is the asset management subsidiary of Banco Bilbao Vizcaya Argentaria SA (BME: BBVA, ADR: BBVA) in Spain. Founded in 1979 as BBV Gestinova, the firm became BBVA Gestión in 2000 when BBV Gestinova and Argentaria Gestión merged and was rebranded as BBVA-AM in 2008. They are headquartered in Madrid and manage pension plans and participate in the Latin American markets of Mexico, Colombia, Ecuador, Peru, Bolivia, Chile and Argentina. BBVA-AM also manages a range of investment mandates for insurance companies, employment plans and corporate clients through their platform in Luxembourg.

HSBC Global Asset Management (UK) Ltd. (HSBC GAM-UK) is the wholly owned asset management subsidiary of HSBC Global Asset Management Ltd., ultimately part of HSBC Holdings plc (LON: HSBA, ADR: HSBC) in Great Britain. Headquartered in London, HSBC GAM-UK was founded in 1985 and acts as a discretionary investment manager that offers a wide range of investment solutions across equity, fixed income, liquidity and multi-asset strategies. Their clients include the Group’s retail and private banking customers, financial intermediaries and distributors and institutions.

Nordea Investment Management AB (Denmark) (NIM-Denmark) is the Danish asset management operating division of Nordea Investment Management AB, ultimately held by Nordea Bank ABp (HEL: NDA-FI, ADR: NRBAY) in Finland. Founded in 2005, the firm headquartered in Copenhagen and provides fund management services for individual and institutional clients including pension funds, unions, foundations, corporations and insurance companies.

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.

Hargreaves Lansdown Fund Managers Ltd. (HL Fund Managers) is the fund management subsidiary of Hargreaves Lansdown Plc (LON: HL, ADR: HRGLY) in Great Britain. Headquartered in Bristol, HL Fund Managers was founded in 1992 to offer a managed portfolio of investment trusts for private investors.

Killik & Co. LLP (Killik) is an independent Great Britain-based private banking firm which provides stockbroking services and investment management and financial planning advice. Founded by Paul Killik in 1989, the firm is headquartered in Mayfair and has a network of branches throughout the Greater London area. Killik welcomes all types of investors and has no minimum portfolio requirement.

Adam & Co. Investment Management Ltd. (AIM) is an investment management firm headquartered in Edinburgh, Scotland. The firm was founded in 1983 by a group of influential Scottish business people. They were acquired by Canada-based Canaccord Genuity Group, Inc. (TSE: CF) from The Royal Bank of Scotland plc (LON: RBS, NYSE: RBS) in 2021. AIM offers asset management services to asset managers, pension funds, banks, foundations, insurance companies and family offices.

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.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

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.

Part of Corporación Europea de Inversiones SA, Nacional de Reaseguros SA provides reinsurance services. The company is based in Madrid, Spain.

Hargreaves Lansdown Asset Management Ltd. (HLAM) is an asset management firm headquartered in Bristol, UK. The firm was founded in 1985 and is a wholly-owned subsidiary of Hargreaves Lansdown plc (LSE: HL; ADR: HRGLY), a financial services provider in Great Britain. HLAM offers unit trust and equity broking, investment fund management, and life and pensions consultancy to private investors.

Perspective Financial Group Ltd. engages in the provision of financial advisory and fund management firm services. It offers retirement planning, investment, inheritance tax planning, and personal wealth or corporate planning services. The company was founded in April 2008 and is headquartered in Chorley, the United Kingdom.

Santander Asset Management SA SGIIC (Santander AM) is the asset management subsidiary of Santander Asset Management Investment Holdings Ltd. in Great Britain, itself a subsidiary of Banco Santander SA (BME: SAN) in Spain. Founded in 1971, the firm is headquartered in Madrid and has a network of offices throughout Spain and local investment teams throughout the world. Santander AM manages a volume of assets for both individual and institutional clients, as well as for Santander Group subsidiaries in all geographies.

The European House-Ambrosetti SpA provides management consulting services. It specializes in management consulting for national and multinational public and private organizations. It also provides orientation and training programs for young professionals. The company was founded by Alfredo Ambrosetti in 1965 and is headquartered in Milan, Italy.

Aviva Vita SpA provides banking insurance solutions. It offers insuraance coverage with profit participation, unit-linked products, credit protection insurance, and other life insurance products. The company was founded in 1987 and is headquartered in Milan, Italy.

BNP Paribas Asset Management UK Ltd. (BNPP AM UK) is an asset management firm headquartered in London, UK. The firm was founded in 1990 and is a wholly owned subsidiary of BNP Paribas Asset Management Holding SA, itself a subsidiary of BNP Paribas SA (EPA: BNP, ADR: BNPQY) in France. BNPP AM UK provides customized investment management services to institutional clients, wholesale clients and collective investment schemes.

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.

Santander Private Banking Gestion SA SGIIC (Santander PB) is the private banking subsidiary of Santander AM Holding SL, ultimately owned by Banco Santander SA (BME: SAN) in Spain. The firm was founded in 1986 as Gesmoney and became Santander Private Banking Gestion SA SGIIC in 2013 when Banco Santander absorbed Banesto and Banif. Headquartered in Madrid, Santander PB provides a range of private banking services including financial advisory, wealth management, retirement planning, funding advice, estate planning and consulting services for institutional clients including banks, financial institutions, corporations and pooled investment vehicles.

Nuveen Asset Management LLC (NAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2011 and is a subsidiary of Nuveen Fund Advisors LLC, which is ultimately owned by TIAA Board of Governors. NAM provides investment advisory and sub-advisory services to a broad range of individual and institutional clients, such as open-end and closed-end investment companies and other pooled investment vehicles.

Part of Allianz SE, Aviva Italia SpA is an Italian company that provides car and life insurance services. The company is based in Milan, Italy. The company was founded in 1988. Jose Ignacio Izquierdo Saugar has been the CEO of the company since 2017. Aviva Italia was acquired by Allianz SpA from Aviva Plc on October 01, 2021 for $398.46 million.

BBVA Research USA is the US investment research arm of Banco Bilbao Vizcaya Argentaria SA. The firm is located in Houston, Texas. BBVA Research USA focuses on analysis of the US economy and Federal Reserve monetary policy. In macroeconomic analysis, the team creates models and forecasts for growth, inflation and monetary policy. They pay special attention to the regional outlook and sector analysis, including the real estate market, the financial system and its regulation. Noteworthy publications include FED Watch, which follows Federal Reserve policy, and 'US Economic Watch', which provides in-depth analysis on a number of economic subjects. BBVA Research USA analyzes themes such as credit, unemployment, public finances and local economies, with special emphasis on the Sunbelt states where BBVA has operations.

Banca Antonveneta SpA operates as a regional commercial bank. The private company is based in Padua, Italy, and has subsidiaries in Italy.

Part of NatWest Group Plc, Natwest Trustee & Depositary Services Ltd. is a British company that provides fund management services. The company is based in London, UK.