John P. Bichelmeyer

Ivy Investment Management Co. (dba Ivy Investments) is a SEC-registered investment adviser and mutual fund manager headquartered in Overland Park, Kansas. The firm was founded in 1937 and is a wholly-owned, direct subsidiary of Waddell & Reed Financial, Inc. (NYSE: WDR). Ivy Investments acts as investment adviser for a variety of clients, including registered investment companies (distributed through affiliated and unaffiliated distribution channels), institutional and other private investors and provides sub-advisory services to unaffiliated US mutual funds.

Waddell & Reed Investment Management Co. (WRIMCO) is a registered investment advisor and mutual fund manager headquartered in Overland Park, Kansas. The firm is a subsidiary of Waddell & Reed, Inc., ultimately held by Waddell & Reed Financial, Inc. (NYSE: WDR). Founded in 1972, WRIMCO provides advisory services to a variety of clients, including defined benefit pension plans, non-proprietary US investment companies, non-US pooled vehicles, defined contribution plans, charitable foundations, and high net worth clients.

Kornitzer Capital Management Inc. (KCM) is an independent, SEC-registered investment advisor headquartered in Shawnee Mission, Kansas. The firm was founded by John Kornitzer in 1989. KCM manages assets for institutions, mutual funds (the Buffalo Funds), and private clients.

Founded in 1999, Trilogy Global Advisors LP is a registered investment advisor located in New York City. Trilogy’s institutional partner, Affiliated Managers Group, Inc. (NYSE: AMG) holds a majority equity interest in Trilogy and is the parent corporation of Trilogy’s general partner, Trident NYC Acquisition LLC. Trilogy provides services to a variety of institutional clients, including employee benefit plans, public pension plans and university endowments. The firm also acts as advisor or sub-advisor to several mutual funds or other collective investment vehicles. Trilogy is the investment manager for the International Group Trust I, a common law group trust vehicle designed to permit employee pension or profit-sharing plans and qualifying governmental plans or units to commingle all or a portion of their assets for investment. They are also the investment manager for Trilogy Investment Funds PLC, an umbrella fund constituted in Ireland and authorized by the Central Bank of Ireland as a UCITS. Trilogy has also been hired as an advisor or sub-advisor for various collective vehicles sponsored by third parties. These vehicles may be registered or not, and may be offered in the US or in other jurisdictions.