David S. Urquhart

Investors Mutual Ltd. (IML) is a boutique Australian Equities Fund Manager which was founded by Anton Tagliaferro in 1998. Since 2017, the firm is a subsidiary of Natixis Investment Managers SA, ultimately held by BPCE SA in Paris. Headquartered in Sydney, IML offers various Australian Equity funds for individual and institutional clients. The firm is a responsible investor and signatory to the UN Principles for Responsible Investment (PRI).

Schroder Investment Management Australia Ltd. (SIMAL) is the wholly-owned Australian investment management subsidiary of Schroder Australia Holdings Pty Ltd., ultimately held by Schroders Plc (LON: SDR, ADR: SHNWY) in Great Britain. The firm was founded in 1961 and is headquartered in Sydney. SIMAL manages assets for institutional and wholesale clients across Australian equities, fixed income and multi-asset and global equities.

Ellerston Capital Ltd. is the fund management subsidiary of Ellerston Asian Investments Ltd. in Australia. They were formerly a wholly owned subsidiary of Packer family-controlled Consolidated Press Holdings Ltd. The firm was founded in 2004 to co-ordinate and manage the Packer family's investments. Headquartered in Sydney, Ellerston Capital manages long-only Australian, global and Asian equities, Australian and global long-short equity and private equity strategies for sovereign wealth, industry and corporate superannuation funds, international funds, family offices and high net worth investors. Ellerston Capital is a signatory of the Principles of Responsible Investment (PRI) and a member of the Responsible Investment Association of Australasia (RIAA).

BlackRock Asset Management North Asia Ltd. (BAMNAL) is the investment management subsidiary of BlackRock HK Holdco Ltd., itself a subsidiary of BlackRock Inc. (NYSE: BLK) in the US. The firm was founded in 1998 and formerly known as Barclays Global Investors North Asia Ltd. They renamed into BlackRock Asset Management North Asia Ltd. in 2009 when BlackRock merged with Barclays Global Investors. Headquartered in Hong Kong, BAMNAL manages assets for institutional clients, pooled investment vehicles and US registered investment companies, including ETFs. Mandates include equity and real estate strategies.

FIL Investment Management (Hong Kong) Ltd. (FIL-HK) is the wholly-owned, Hong Kong-based investment management subsidiary of FIL Ltd., a privately-owned group headquartered in Bermuda. The firm was founded in 1981 and formerly known as Fidelity Investments Management (Hong Kong) Ltd. FIL-HK offers several mutual funds to investors through over 100 distributors in Hong Kong, which includes retail banks and insurance companies.

FIL Investment Management (Singapore) Ltd. (FIL Singapore) is the Singapore-based investment management subsidiary of FIL Ltd., a privately-owned group headquartered in Bermuda. Founded in 2003, FIL Singapore offers segregated management, pooled funds and advisory mandates to institutional investors. Their areas of expertise include global government and corporate bond strategies, Asia Pacific equity strategies, global equity strategies and global equity/bond balanced strategies.

State Street Global Advisors (State Street Global Advisors) is a private equity subsidiary of State Street Corp. founded in 1978. The firm is headquartered in Boston, Massachusetts.

AllianceBernstein (Australia) Ltd. (ABAL) is the Australian subsidiary of AllianceBernstein Holdings (Cayman) Ltd., ultimately owned by AXA Equitable Holdings, Inc. (NYSE: EQH) in the US. The firm is headquartered in Sydney with additional office in Melbourne. They provide diversified investment management services worldwide to institutional, high-net worth individuals and retail investors.

Pendal Group Ltd. (Investment Management) (PG-IM) is the investment management division of Pendal Group Ltd., an investment company headquartered in Sydney, Australia. Formerly known as BT Investment Management Ltd., the firm was founded in 2007 and changed their name to Pendal Group Ltd. in 2018. They became part of Perpetual Ltd. (ASX: PPT) in 2023. PG-IM utilizes a multi boutique business model to manage funds for retail and institutional clients and other intermediaries.