James Alexander Zimmerman

Hermes Investment Management Ltd. (HIML) is an asset management firm headquartered in London, UK. They are a subsidiary of Federated Hermes Ltd., ultimately held by Federated Hermes, Inc. (NYSE: FHI) in the US. In 1990, the firm was founded as PostTel, subsequently changing their name to PosTel Financial Asset Management Ltd. They changed their name to Hermes Investment Management Ltd. in 1995. HIML provides discretionary and non-discretionary investment management services to institutional clients.

Martin Currie Investment Management Ltd. (MCIM) is the Great Britain-based investment management subsidiary of Martin Currie Ltd., ultimately held by Franklin Resources, Inc. (NYSE: BEN) in the US. The firm was founded in 1978 and is headquartered in Edinburgh. MCIM performs investment management, dealing, investment support, sales and marketing and platform functions for the Martin Currie group. The firm manages active-equity portfolios for a global client base of financial institutions, charities, foundations, endowments, pension funds, family offices, government agencies and investment funds.

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.

Baillie Gifford & Co. is an independent, global investment management firm headquartered in Edinburgh, UK. The firm was founded in 1908 and is wholly-owned by their partners. Baillie Gifford manages assets for pension funds, institutions, corporates, foundations, charities and retail investors. They are a socially responsible investor which works with their fund managers to assess ESG concerns both before and after investing in companies.

Caxton Europe LLP is an alternative investment management firm headquartered in London, UK. The firm was founded by Geoffrey Green and Carol Toliver in 1999. They are a subsidiary of Caxton Europe Asset Management Ltd., which is owned by Caxton Associates LP in the US. Caxton Europe manages macro hedge fund for high net worth investors.

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.

JPMorgan Asset Management (UK) Ltd. (JPMAM-UK) is the wholly owned, Great Britain-based investment arm of JPMorgan Asset Management International Ltd., ultimately held by JPMorgan Chase & Co. (NYSE: JPM) in the US. The firm was founded in 1974 and formerly known as JPMorgan Fleming Asset Management. They changed their name to JPMorgan Asset Management UK Ltd. in 2005. Headquartered in London, JPAM-UK provides investment advisory services to institutional clients, both US and non-US.

Manulife Investment Management (Europe) Ltd. (Manulife Europe) is the Great Britain-based asset management subsidiary of Manufacturers Life Insurance Co., itself a subsidiary of Manulife Financial Corp. (TSE, NYSE: MFC) in Canada. The firm was founded as Trendhandy Trading Ltd. in 1993 and was acquired by Manulife and in 1996. Headquartered in London, Manulife Europe offers clients a variety of funds including international and European equity funds. Their local research capabilities and market presence give them perspective on UK and European markets.

Artemis Investment Management LLP (AIM) is a Great Britain-based investment management firm headquartered in London with an additional office in Edinburgh. The firm was founded in 1997 and is a subsidiary of Artemis Strategic Asset Management Ltd., itself a subsidiary of Affiliated Managers Group, Inc. (NYSE: AMG) in the US. AIM manages a range of funds, investment trusts, hedge fund products, venture capital trusts, and pooled and segregated institutional portfolios for both retail and institutional investors.

Rathbone Investment Management Ltd. (RIM) is the wholly-owned investment management subsidiary of Rathbone Brothers Plc (LON: RAT) in Great Britain. The firm is headquartered in Liverpool and was founded in 1979. RIM manages portfolios for US resident individuals, trusts, charities and pensions. They also provide individual investment and wealth management services for private clients, charities, trustees and professional partners, primarily in Great Britain.

DWS Investments (UK) Ltd. (DWS UK) is a hedge fund manager headquartered in London, UK. The firm is a subsidiary of Deutsche Asset Management Holding SE, ultimately held by Deutsche Bank AG (ETR: DBK, NYSE: DB) in Germany. Created in the mid-1990s as a department within Deutsche Bank, the firm was founded in 2004. Formerly known as Deutsche Asset Management (UK) Ltd., the firm changed their name to DWS Investments UK Ltd. in 2018. DWS UK provides investment management services for retail, institutional and wealth management clients.

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.

Jupiter Investment Management Group Ltd. provides investment management services. The firm operates as fund management group for private and institutional investors. The company was founded in 1985 and is based in London, the United Kingdom.

M&G FA Ltd. provides fund management service. It provides investments in retails markets as well for institutional investors. It offers asset management, pension funds, wealth management and insurance services. The company is headquartered in London, the United Kingdom.

Part of Hargreaves Lansdown Plc, Hargreaves Lansdown Advisory Services Ltd. provides financial advisory services. The company is based in Bristol, UK and was founded in 1998.

Somerset Capital Management LLP (Somerset) is an independent, specialist Global Emerging Markets investment management firm headquartered in London, UK. The firm was founded in 2007 by Edward Robertson, Dominic Johnson and Jacob Rees-Mogg. Somerset provides discretionary investment advisory services to its clients, which include institutions with separately managed accounts and pooled investment vehicles intended for sophisticated investors and institutional investors.

Old West Investment Management LLC (Old West) is an independent registered investment advisor and wealth management firm headquartered in Los Angeles, California. The firm was founded in 2008 by Joseph Boskovich. Old West provides investment management services to individuals and institutional investors through separately managed accounts and limited partnerships.

UK Power Reserve Ltd. develops, constructs and operates power plants. Its services include demand side response and aggregation, triad management services, trading and optimization, operations and maintenance, and control and monitoring. The company was founded by Timothy Wayne Emrich in 2010 and is headquartered in Solihull, the United Kingdom.

Caledonia Investments Plc (Investment Management) (Caledonia Investments-IM) is the investment management division of Caledonia Investments Plc (LON: CLDN), an investment trust company headquartered in London, UK. Founded in 1928, Caledonia Investments-IM manages assets across an international, multi-asset portfolio, with a focus on companies that have the potential to generate exceptional long-term shareholder value.

Segantii Capital Management (UK) Ltd. (Segantii UK) is a UK-based alternative investment firm which was founded by David Sayer in 2014. The firm is a subsidiary of Segantii Capital Management Ltd., which is owned by Segantii Capital Management (Cayman) Ltd. Headquartered in London, Segantii UK provides investment management services to institutional clients.

Mintus Group Ltd provides access to alternative asset classes for family offices, uhnws, institutions, and qualifying mass affluent investors. The company is based in London, UK, and has subsidiaries in the UK. The British company aims to improve portfolio diversification and enhance risk-adjusted returns in a challenging geo-political and economic environment. Mintus operates on an advanced platform that utilizes cutting-edge technology to facilitate efficient scaling and provide a seamless investor experience in digital assets. The company applies AI capability to asset selection across various asset classes. Mintus operates in a regulated environment, ensuring transparency and building trust through its PE grade investment committee and asset selection and exit process. Additionally, Mintus offers fractionalization of the fine-art market, allowing investors to buy and sell the world's greatest art. The Mintus art investment committee, consisting of experts with over 150 years of combined experience in the art market and financial industries, selects the artworks offered to investors. The company was founded in 2020 by Tamer Ozmen, who has been the CEO since 2020.

Part of Hargreaves Lansdown Plc, Hargreaves Lansdown Savings Ltd. is a British financial services company founded in 2013. The company is based in Bristol, UK. Hargreaves Lansdown Savings offers investment and savings services, including ISAs, SIPP, and Fund & Share Account. The company provides a free guide to help individuals maximize their income from their pension fund and offers Junior ISAs for tax-free investing for children. Hargreaves Lansdown Savings also provides Important Investment Notes with general and product-specific information about investing with the company.

FundsLibrary Ltd. develops digital platform for fund data, documents and regulatory reporting services. It offers income forecaster, solvency manager, document production, data API, portfolio manager, DataBank, and performance charting. The company was founded on June 6, 1988 and is headquartered in Bristol, the United Kingdom.

Odd Asset Management Ltd., do-business-as Tyndall Investment Management (Tyndall), is an investment management firm headquartered in London, UK. The firm was founded by Alex Odd in 2014 and is a subsidiary of Hadron Capital UK Ltd., owned by Hadron Capital (Cayman) Ltd. in Cayman Islands. Tyndall provides portfolio management services to individual clients, families, charities and trusts.

EJF Capital Ltd. is an independent investment management firm headquartered in London, UK. The firm was founded in 2012 and is a subsidiary of EJF Capital LLC in the US. EJF Capital provides institutional investment solutions within financials across the liquidity spectrum.

Part of Lord, Abbett & Co. LLC, Lord Abbett (UK) Ltd. is a British London-based investment management company founded in 2017. The firm offers a range of fixed-income and equity strategies to investment advisors and institutional investors.

Chepstow Lane Capital LLP provides financial services.

Andra Asset Management Ltd. provides investment advice. The British company was founded in 2019 by Jacob Nicholas Brahms and Sarunas Mazeikis.