Ted Lucas

Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts.

Talcott Resolution Life Insurance Co. is an insurance management firm headquartered in Hartford, Connecticut. The firm was founded in 1902 and is a subsidiary of TR Re Ltd., which is ultimately owned by TAO Insurance Holdings LLC. They engage in the provision of property and casualty insurance, group benefits, and mutual funds to individual and business customers.

Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds.

The Hartford Mutual Funds, Inc. is an open-end management investment company. Its investment objective is to seek capital appreciation. The company was founded in 1996 and is headquartered in Wayne, PA.

Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY.

Lattice Strategies Trust provides investment solutions. It processes to the management of liquid, transparent, tax-efficient, and structurally simple investment solutions. Lattice Strategies Trust was founded in 2007 and is headquartered in San Francisco, CA.

Part of The Hartford Financial Services Group, Inc., Hartford Funds Management Group, Inc. is a leading asset manager based in Wayne, PA. The firm's product line-up includes more than 50 mutual funds and ETFs in a variety of styles and asset classes, sub-advised by management or Schroder Investment Management North America Inc. The strategic beta ETFs offered by the company are designed to help address investors' evolving needs by leveraging a unique risk-optimized approach. As of June 30, 2023, Hartford Funds Management Group's investment advisory business had approximately $129.90 billion in discretionary and non-discretionary assets under management. Founded in 1996, the company provides mutual funds, ETFs, and 529 college savings plans, using a human-centric investing approach to address the needs and wants of investors.

Hartford Funds Master Fund is an open end investment company. Its objective is to invest in equity securities of issuers located throughout the world, including non-dollar securities and securities of emerging market issuers. The company was founded on October 25, 2016 and is headquartered in Radnor, PA.

Hartford Funds Nextshares Trust operates as closed-end investment fund/investment trust. Its investment objective is to seek long-term capital appreciation. The company is headquartered in Radnor, PA.

Hartford Funds Distributors LLC is a company that distributes mutual funds. The company is based in Radnor, PA.

Part of The Hartford Financial Services Group, Inc., Hartford Investment Financial Services LLC provides fund management services. The company is based in Simsbury, CT. The CEOs of the company are Robert Michael Arena, James Edward Davey.

Touchstone Investments LP provides funds distribution services. The private company is based in Cincinnati, OH and has subsidiaries in the United States.

Part of FMR LLC, Fidelity Management Trust Co. offers financial planning and advice, retirement plans, wealth management services, trading and brokerage services, and a wide range of investment products including mutual funds, ETFs, fixed income bonds, and CDs. The company is based in Boston, MA. The company also integrates environmental, social, and governance factors into investment research and decision making. With over 17 years of experience as a designated broker, Fidelity Management Trust can help effectively and efficiently oversee employees' investment and trading activities.

Kohlberg Kravis Roberts & Co. LP (KKR) is a private equity subsidiary of KKR & Co. Inc founded in 1976 by Henry Kravis, George Roberts and Jerome Kohlberg. The firm is headquartered in New York.

Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises.

Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN.

Western & Southern Financial Group, Inc. provides life insurance, financial investment and real estate investment management services. The company was founded in 1888 and is headquartered in Cincinnati, OH.

Ironwood Institutional Multi-Strategy Fund LLC is a closed-end management investment trust. The funds investment objective is to achieve capital appreciation while limiting the variability of returns. It invests substantially all of its investable assets in underlying funds. The company was founded on August 25, 2010 and is headquartered in San Francisco, CA.

Ironwood Multi Strategy Fund LLC is a closed-end, non-diversified investment trust. Its investment objective is to generate attractive, low-volatility returns in a consistent and repeatable manner with limited dependence on broader debt and equity markets. The company was founded on August 25, 2010 and is headquartered in San Francisco, CA.

Nippon Wealth Bank Ltd. provides commercial banking services. The company is based in Hong Kong, Hong Kong. Tsutomu Nakajima has been the CEO of the Chinese company since 2013.

Think Elevation Capital Growth Opportunities is a blank check company. It was formed for the purpose of effecting a merger, share exchange, asset acquisition, share purchase, reorganization or similar business combination with one or more businesses. The company was founded on February 24, 2021 and is headquartered in San Francisco, CA.

National Health Service provides health care services. It offers hospital services, family doctors, dentists, opticians and pharmacists and local authority health services, community nursing and health care services. The company was founded by Aneurin Bevan on July 5, 1948 and is headquartered in London, the United Kingdom.

Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to a global client base.

Allianz Global Investors U.S. LLC (AllianzGI US) is an investment advisory firm headquartered in New York City. The firm was founded in 2001 as Allianz Global Investors Capital LLC. In 2022, Voya Investment Management Co. LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), acquired the firm from Allianz SE (ETR: ALV). AllianzGI US provides portfolio management services to a variety of individual and institutional clients as well as certain Wrap Fee Programs.

Arrowmark Partners (Arrowmark Partners) is a private equity firm, a subsidiary of Arrowmark Colorado Holdings LLC founded in 2007 by Karen Reidy. The firm is headquartered in Denver, Colorado.