Nick Robins

FIL Investment Advisors (UK) Ltd. (FIA UK) is a Great Britain-based fund management firm headquartered in Tadworth, Surrey. Founded in 1984, the firm is a wholly-owned subsidiary of FIL Holdings (UK) Limited, which in turn is a wholly-owned subsidiary of FIL Ltd. in Bermuda. FIA UK provides a range of global investment products and services to institutional accounts, mutual funds and other pooled investment vehicles.

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.

Adelphi Capital LLP is the alternative investment management subsidiary of Adelphi Capital Management Ltd. in Great Britain. The firm was founded in 1997 by Roderick Jack and Marcel Jongen. Headquartered in London, Adelphi Capital provides investment advice on a discretionary basis to onshore and offshore private investment funds that are offered to high net-worth, financially sophisticated, individual and institutional investors.

EEA Fund Management Ltd. (EEA) is an investment management firm headquartered in London, UK. The firm is a subsidiary of Anath Capital Group Ltd., ultimately owned by EPIC Investment Partners LLP. Formerly known as Epic Equity Advisors Ltd., the firm was founded by Simon Shaw in 2003 as Simon Shaw Advisors Ltd. EEA specializes in equity, environmental consulting, and alternatives. The firm provides investment and portfolio management services to individuals and institutional investors.

Northcape Capital Pty Ltd. is an independent boutique fund manager headquartered in Sydney, Australia. The firm was founded in 2005 by Rob McWilliams, Rob Inglis, Craig McCourtie and Steve Gliddon. They were previously registered as Highbridge Capital, but they changed its name to avoid confusion with a US-based hedge fund called Highbridge Capital Management. The firm manages Australian and international concentrated, high quality equity portfolios for a range of clients which includes financial institutions, superannuation funds, family offices and high net-worth individuals. Northcape Capital is a signatory to the United Nations-supported Principles for Responsible Investment (PRI).

Platypus Asset Management Pty Ltd. (Platypus) is an independent Australian boutique fund management firm which was founded in 1998. In 2006, the firm formed a 50/50 joint venture with Australian Unity. Headquartered in Sydney, Platypus specializes in Australian equities. Their clients include both institutions and retail investors.

Sage Capital Pty Ltd. is a specialist Australian equities long/short investment manager headquartered in Sydney. The firm was founded by Sean Fenton in 2019. Sage Capital manages two expertly crafted Australian Equities long short investment strategies: CC Sage Capital Equity Plus Fund and CC Sage Capital Absolute Return Fund.

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.

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.

Founded in 1984, Henderson Investment Management Ltd. is a part of Janus Henderson Group Plc and provides investment advice. The company is based in London, UK.

AlphaGen Capital Ltd. is the alternative investment subsidiary of Janus Henderson Group Plc (LSE, NYSE: JHG) in Great Britain. Formerly known as Henderson Alternative Investment Advisor Ltd., the firm was founded in 1969 and changed their name to AlphaGen Capital Ltd. in 2015. Headquartered in London, AlphaGen Capital provides investment advisory services to a range of individual and institutional investors.

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.

Quilter Cheviot Ltd. is the investment management subsidiary of Quilter Cheviot Holdings Ltd., ultimately held by Quilter Plc (LON: QLT) in Great Britain. The firm was founded in 1985 as Quilter Goodison & Co. In 2013, they merged with Cheviot Asset Management Ltd. Headquartered in London, Quilter Cheviot provides bespoke investment portfolios for individuals and families for generations.

Oakley Capital Ltd. is a Fund of Hedge Funds manager headquartered in London, UK. The firm was founded by Peter Dubens in 2000 and is a subsidiary of Oakley Capital Management (Bermuda) Ltd. Oakley Capital manages the Oakley funds, which includes their record flagship Fund V, on behalf of their institutional investors.

FIL Investments International (FILII) is an asset management firm headquartered in Tadworth, UK. The firm was founded in 1979 and is a subsidiary of FIL Holdings (UK) Ltd., which is ultimately held by FIL Ltd. in Bermuda. FILII provides investment advisory and management services to their clients.

Henderson Equity Partners Ltd (HEP) is a private equity subsidiary of Henderson Global Investors Ltd founded in 1991. The firm is headquartered in London, United Kingdom.

BMO Investment Business Ltd. (BMO Investment) is a Private Equity firm, a subsidiary of BMO Asset Management (Holdings) Plc founded in 2005. The firm is headquartered in Edinburgh.

Redington Ltd. is a privately-owned investment management firm headquartered in London, UK. The firm was founded by Dawid Konotey-Ahulu and Robert Gardner in 2008 as Prospect Number 64 Ltd. Redington provides a full range of outcome-oriented advice, research and technology to pension funds, wealth managers and other institutional investors across the UK, Europe and China.

Matthews International Capital Management LLC (dba Matthews Asia) is an independent SEC-registered investment advisor and mutual fund manager headquartered in San Francisco, California. The firm was founded by Paul Matthews in 1991. Matthews Asia manages portfolios for institutional clients, pension and profit-sharing plans, insurance companies, endowments and foundations and other business entities around the world. Institutional clients include funds registered under the laws of Luxembourg, United Kingdom, Ireland and Canada.

Janus Henderson Investors (Singapore) Ltd. (JHI-Singapore) is the fund management subsidiary of Janus Henderson UK (Holdings) Ltd., ultimately held by Janus Henderson Group Plc (LON: 0RPW; NYSE: JHG) in Great Britain. Headquartered in Singapore, JHI-Singapore was founded in 1995 as JGH's main asset management arm for Asia-Pacific investments, serving as regional hub for managing and monitoring local investment opportunities and attracting new funds from the region for management.

WHEB Asset Management LLP (WHEB) is the specialist fund management subsidiary of WHEB LLP in Great Britain. The firm was founded in 2009 by Edward “Ted” Franks, Clare Brook and Hye-Won Kong. Headquartered in London, WHEB manages two different Fund vehicles – a UCITS OEIC regulated by the Financial Conduct Authority (FCA) and an Irish domiciled ICAV UCITS. The FP WHEB Sustainability Fund, their UCITS OEIC fund, is tailored to UK Investors. The Irish domiciled ICAV UCITS is designed for non-UK investors.

Places for People Homes Ltd. operates as a placemaking and regeneration company. It offers homes to rent, retirement services, supported living, and leisure. The company was founded in 1970 and is headquartered in London, the United Kingdom.

Part of Places for People Group Ltd., Places For People Treasury Plc is a British company that provides leasing real estate property. The company is based in London, UK and was founded in 2014.

CFA Society of the UK is an association of investment professionals based in the UK. The British company was founded in an unspecified year.