Jim Gordon

The Vanguard Group, Inc. (VGI) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of funds established as trusts under the laws of the Province of Ontario in Canada and separate account clients of Vanguard's international subsidiaries.

AJO LP is a registered investment advisor headquartered in Philadelphia, Pennsylvania. It has additional office in Boston. The firm was formerly known as Aronson+Johnson+Ortiz LP. It was founded in 1984 by Theodore Aronson. AJO provides portfolio management services to corporate pension and profits-haring plans, Taft-Hartley plans, multi-employer plans, charitable institutions, foundations, endowments, municipalities, registered mutual funds, private investment funds, trust programs, foreign funds, and other US and international institutions.