David Raymond Lambert

First Sentier Investors (UK) IM Ltd. (FSIIM) is the wholly-owned, Great Britain-based specialist asset management subsidiary of S.I. Holdings Ltd., ultimately held by Mitsubishi UFJ Financial Group, Inc. (TYO: 8306) in Japan. Headquartered in Edinburgh, the firm was founded in 1970 and formerly known as First State Investment Management (UK) Ltd. FSIIM provides discretionary investment management and portfolio management services to a range of institutional clients and funds.

BlueBay Asset Management LLP (dba RBC BlueBay) is the Great Britain-based asset management subsidiary of Royal Bank of Canada (NYSE, TSE: RY) in Canada. Headquartered in London, the firm was established in 2001 and manages hedge funds and segregated mandates for institutional clients and high-net worth individuals. RBC BlueBay is a socially responsible investor and signatory of the UN Principles for Responsible Investment (UNPRI).

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.

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.

Part of Royal Bank of Canada, Royal Bank of Canada Holdings UK Ltd. provides investment services. The company is based in London, UK.

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.

Deutsche Bank AG /UK/ (Deutsche Bank UK) is the Great Britain-based division of Deutsche Bank AG in Germany, which focuses on retail banking, proprietary management, and private wealth management for individual investors. Established in 1873, the firm is headquartered in London and offers commercial and corporate banking products and services. They promote and coordinate socially responsible activities on behalf of Deutsche Bank and their employees in Great Britain, supporting charities and community organizations within their key focus areas of education, social initiatives, and art.

Part of Evercore, Inc., Evercore Partners International LLP is a British company that provides financial advisory services. The company is based in London, UK. The company was founded in 2010. The CEO is Andrew Syears Sibbald.

Part of Royal Bank of Canada, Royal Bank of Canada (Japan) is a company based in Tokyo, Japan.

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.

King Street Capital Management LP (King Street) is a SEC-registered investment advisor and global alternative asset manager headquartered in New York City. The firm was co-founded in 1995 by Brian Higgins and Ottavio Biondi. King Street provides investment management services on a discretionary basis to private investment funds.

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.

Western Asset Management Co. Ltd. (Western Asset UK) is the Great Britain-based investment management subsidiary of Legg Mason Global Holdings Ltd., ultimately held by Franklin Resources, Inc. (NYSE: BEN) in the US. Founded in 1986, Western Asset UK is headquartered in London and devotes all their resources to fixed-income investment management and client services for a range of global clients across a variety of mandates.

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.

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.

RBC Global Asset Management, Inc. (RBC GAM) is an investment advisor and mutual fund manager headquartered in Toronto, Ontario. They are an indirect, wholly-owned subsidiary of the Royal Bank of Canada (TSX, NYSE: RY). The firm was founded in 2008 following the merger of RBC Asset Management and Phillips, Hager & North Investment Management in Canada, together with the US-based institutional asset management company, RBC Global Asset Management (US). RBC GAM provides global investment management services and solutions to institutional, high-net-worth and individual investors through separate accounts, pooled funds, mutual funds, hedge funds, exchange-traded funds and specialty investment strategies.

Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients.

McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY.

Telefónica USA, Inc. provides international and national network, voice and data center services. It offers compliance auditing, network and data center solutions, workgroup recovery solutions, LAN and desktop services, collocation and housing, VOIP, global bandwidth services, infrastructure management and outsourcing solutions, systems management and monitoring solutions, intrusion detection services, security consulting services, PBX managed services, and hardware and maintenance services. The company is headquartered in Miami, FL.

Union Bancaire Privée, UBP SA (UK) (UBP London) is the Great Britain-based wealth management division of Union Bancaire Privée, UBP SA in Switzerland. The firm was founded in 1969 and is a subsidiary of CBI Holding SA, which is owned by H de P SA (Holding de Picciotto). Headquartered in London, UBP London offers their global money management and alternative investment expertise to private and institutional clients worldwide via execution, advisory or discretionary accounts. The firm manages UBP European equities, global emerging markets, and Russian and Turkish funds which are all Luxembourg SICAVs. London is also home to some of UBP’s alternative research activities.

AFH Independent Financial Services Ltd. (AFH) is a Great Britain-based wealth management firm headquartered in Bromsgrove, Worcestershire. The firm was founded in 2002 and formerly known as AFH Brightwells Ltd. They are a subsidiary of AFH Group Ltd., owned by AFH Financial Group Ltd. (LON: AFHP). AFH provides financial planning and investment management services to individuals and businesses across the UK.

Part of CITIC Securities Co., Ltd., CLSA (UK) is a brokerage company based in London, UK. CLSA (UK provides brokerage services. The British company was founded in 1986. Richard P. Ziegler has been the CEO of the company since 2009.

AE Continuation LLP is a US equity brokerage firm headquartered in London, UK. Formerly known as Hispaniola LLP and as Atlantic Equities LLP, the firm was founded in 2003 by Christopher Middleton, Hamilton Faber, Keely Oliver, Marlus McNally and Vernon Golding. They were acquired by Redburn (Europe) Ltd. in 2023 and change their name to AE Continuation LLP.

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.

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.