Karina Medina

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.

Columbia Threadneedle Asset Managers Ltd. (CTAM) is an asset management firm headquartered in London, UK. The firm was founded in 1990 as F&C Asset Managers Ltd. and renamed BMO Asset Managers Ltd. in 2018. They changed their name to Columbia Threadneedle Asset Managers Ltd. when BMO rebranded to Columbia Threadneedle Investments in 2022. The firm is a subsidiary of Columbia Threadneedle AM (Holdings) Plc, ultimately held by Ameriprise Financial, Inc. (NYSE: AMP) in the US. CTAM manages a range of in-house and multi-manager funds for private individuals and institutional clients.

UBS Asset Management (UK) Ltd. (UBS-UK) is the Great Britain-based investment subsidiary of UBS Asset Management Holdings Ltd., itself a subsidiary of UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. Founded in 1981 as Phillips & Drew Investment Management Ltd., the firm merged with UBS Asset Management in 2000 to form UBS Asset Management Ltd., which became UBS Global Asset Management (UK) Ltd. in 2002. They changed their name to UBS Asset Management (UK) Ltd. in 2015. Headquartered in London, UBS-UK provides asset management services to corporate and public pension plans, sovereign institutions, endowments and municipalities, charities, insurance companies, wholesale intermediaries, financial institutions, and private clients.

Société Générale SA (UK) (Société Générale UK) is the Great Britain-based brokerage division of Societe Generale SA (XP: GLE, ADR: SCGLY) in France. Headquartered in London, Société Générale UK was founded in 1993 and provides broking services.

Citadel Advisors LLC is a SEC-registered investment advisor and hedge fund manager headquartered in Miami, Florida. The firm was founded in 1990 by Kenneth Griffin and is wholly-owned by Citadel Advisors Holdings LP, ultimately held by GFH HFEVA LLC. Citadel Advisors manages private investment funds that are offered exclusively to sophisticated investors.

Challenger Ltd. (Investment Management) (Challenger-IM) is the funds management division of Challenger Ltd., an investment company headquartered in Sydney, Australia. Founded in 1987, Challenger-IM originates and manages assets for global and Australian institutions.

Goldman Sachs Asset Management Australia Pty Ltd. (GSAM Australia) is the asset management subsidiary of Goldman Sachs Australia Capital Markets Ltd., itself a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS) in the US. Headquartered in Melbourne, GSAM Australia provides institutional and individual investors with investment and advisory solutions, with strategies that span asset classes, industries, and geographies. Their clients include corporations, financial institutions, governments and high-net-worth individuals throughout Australasia.

The Boston Consulting Group, Inc. engages in the provision of management consulting services. It specializes in automotive and mobility; biopharmaceuticals; consumer products; education; oil and gas; power and utilities; engineered products and infrastructure; financial institutions; and health care payers, providers, and services. It offers big data and advanced analytics; change management; client learning and enablement; and corporate development and financial services. The company was founded by Bruce Doolin Henderson in 1963 and is headquartered in Boston, MA.

Part of Principal Financial Group, Inc., Bankers Trust Australia Group is an Australian company that provides investment services. The company is located in Australia. Bankers Trust Australia Group was acquired by Principal Global Investors LLC from Deutsche Bank AG on August 31, 1999 for $1,361.73 million.

Monash University operates as a public research university. It specializes in higher education, global engagement, postgraduate courses, undergraduate study, and PhD research. The company was founded on March 1961 and is headquartered in Clayton, Australia.

Bell Asset Management Ltd. (Investment Management) (BAM-IM) is the investment management division of Bell Asset Management Ltd. The firm is a subsidiary of Bell Asset Management Holdings Ltd., which is owned by Bell Group Holdings Pty Ltd. in Australia. Headquartered in Melbourne, BAM-IM provides advice to institutional investors and to pooled investment vehicles, including the Bell Trusts. The investors in the Bell Trusts may include corporations, endowments, foundations, trusts, estates, individuals and pension and profit sharing plans.

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.

QBE Insurance (Australia) Ltd. (QBE Australia) is the insurance subsidiary of QBE Insurance Group Ltd. (ASX: QBE), a worldwide insurer and reinsurer. Originally founded in 1886 by James Burns and Robert Philp as The North Queensland Insurance Company Ltd., the QBE name is derived from three originating companies: Queensland Insurance, Bankers' and Traders' Insurance Company Ltd. and The Equitable Probate and General Insurance Co. Ltd. Headquartered in Sydney, QBE Australia provides a broad range of insurance products to personal, business, corporate and institutional customers.

Macquarie Securities (Australia) Ltd. (MSAL) is a brokerage firm headquartered in Sydney, Australia. The firm was founded in 1969 and is a subsidiary of Macquarie Corporate International Holdings Pty Ltd., ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MSAL serves as the brokering entity for the Macquarie Group.

Macquarie Capital (Europe) Ltd. (MCEL) is the London-based subsidiary of Macquarie Group Ltd. (SY: MQG), a global provider of banking, financial, advisory, investment and fund management services. Operating as part of the Macquarie Capital Advisers division, MCEL provides investment advisory services in the UK and in continental Europe. In relation with Macquarie Securities Group, they provide access to Asia Pacific markets for European clients. In terms of research, MCEL supplies macro-economic, markets and stock level analysis to a diverse range of clients. Their capabilities cover equity, debt, ForEx, futures, metals and mining worldwide, economics and strategy. In 2009 Macquarie Group acquired the international brokerage firm Fox-Pitt Kelton Cochran Caronia Waller LLC. The London branch Fox-Pitt, Kelton Ltd. was absorbed into MCEL.

Advance Asset Management Ltd. (Advance AM) is an investment management firm headquartered in Sydney, Australia. The firm was founded in 1982 and formerly known as NSW Property Managers Pty Ltd. and as NSW Asset Management Ltd. In 2023, they were acquired by Mercer (Australia) Pty Ltd., which is ultimately owned by Marsh & McLennan Cos., Inc. (NYSE: MMC) in the US. Advance AM manages managed funds and multi-manager funds for various investors.

The Financial Services Council provides financial services. The private company is based in Sydney, Australia. and has subsidiaries in New Zealand. Sally Loane has been the CEO of the Australian company since 2014.

Selector Funds Management Ltd. (Selector) is an independent fund manager headquartered in Sydney, Australia. The firm was founded by Tony Scenna and Corey Vincent in 2002. Selector manages wholesale and retail funds for sophisticated and professional investors.

Equity Trustees Wealth Services Ltd. (Equity Trustees) is the wholly owned wealth management subsidiary of EQT Holdings Ltd. (ASX: EQT) in Australia. Formerly known as ANZ Trustees Ltd., the firm was established in 1878 and is headquartered in Melbourne. Equity Trustees offers a diverse range of financial and fiduciary services for corporate, charitable and private clients.

Part of Pacific Current Group Ltd., Treasury Group Investment Services Ltd. is an Australian company that provides fund management services. The company is based in Sydney, Australia.

OneVentures Management Pty Ltd. (OneVentures) is a venture capital firm, a susbidiary of Andover Group Pty Ltd was founded in 2006 by Dr Michelle Deaker. The firm is headquartered in Australia.

Goldman Sachs Australia Pty Ltd. is the Australian securities brokerage subsidiary of Goldman Sachs Holdings ANZ Pty Ltd., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS) in the US. Headquartered in Perth, Goldman Sachs Australia provides service to institutional clients who manage large portfolios of Australian and New Zealand equities. They work with the financial instruments used to trade debt, currency and commodities. Their clients include corporations, financial institutions, governments and high-net-worth individuals throughout Australasia.

Eiger Capital Pty Ltd. is an independent investment management firm headquartered in Sydney, Australia. The firm was founded in 2019 by Victor Gomes, Stephen Wood and David Haddad. Eiger Capital manages the Eiger Australian Small Companies Fund for various types of investors.

Corporate Connect Research Pty Ltd. (CCR) is an investment research firm headquartered in Sydney, Australia. The firm was acquired by Sequoia Financial Group Ltd. (ASX: SEQ) in 2022. CCR specializes in the analysis of high-quality issuer sponsored research for listed ASX companies. Their research does not provide a recommendation (eg Buy, Sell & Hold).

Amp Capital Ltd. is an investment manager with over $129.50 billion USD in assets under management as of June 2020. Amp Capital is based in Sydney, Australia. The Australian company has a strong background in infrastructure and real estate, as well as experience in fixed income, equities, and multi-asset solutions. Amp Capital has been investing in infrastructure since 1988 and has been ranked in the top 10 infrastructure managers. The private company is owned by AMP Limited, one of Australia's largest retail and corporate pension providers. Marsha Beck has been the CEO of the company since 2015.

Yarra Funds Management Ltd. (YFM) is an investment management firm headquartered in Melbourne, Australia. The firm was founded in 2017 after a management buyout of Goldman Sachs Asset Management’s Australian-focused investment capabilities and operating platform, backed by TA Associates. They are a subsidiary of Yarra Capital Management Holdings Pty Ltd. YFM offers a range of actively managed fundamental equities, fixed income and multi-asset capabilities. Their fixed income capabilities provide clients with access to multi-asset and hybrid strategies.

Yarra Capital Management Holdings Pty Ltd. is an Australian company located in Melbourne with domestic subsidiaries. The firm provides portfolio management services. Dion Hershan is the current CEO, occupying that position since 2017.

Contact Asset Management Pty Ltd. is an Australian company that offers the Contact ex-50 fund, which provides a balance of growth and income. The private company is based in Sydney, Australia. The fund allows investors to access opportunities outside of the largest 50 stocks on the ASX. The company was founded in 2016 by William Culbert, Thomas Charles Dobson Millner.