Anthony J. Hardy

First Trust Advisors LP (FTA) is a SEC-registered investment advisor headquartered in Wheaton, Illinois. The firm was founded in 1991 and is a direct subsidiary of Grace Partners of Dupage LP. Their general partner is The Charger Corp. FTA provides discretionary investment management services to institutional and individual clients who principally include open and closed-end mutual funds, collective investment funds (CIFs), exchange-traded funds, variable annuity sub-accounts and funds in countries other than the US. Investment management services are offered to individual clients through separate managed accounts (SMAs), either directly or through wrap fee programs sponsored by unaffiliated investment advisors.

DuPont Capital Management Corp. (DuPont Capital) is a SEC-registered investment advisor and pension fund manager headquartered in Wilmington, Delaware. The firm was founded in 1975 and is a wholly owned subsidiary of DuPont de Nemours, Inc. (NYSE: DD). DuPont Capital offers investment management services primarily to institutional investors.

Causeway Capital Management LLC (Causeway) is a SEC-registered investment advisor and mutual fund manager headquartered in Los Angeles, California. The firm was founded by Harry Hartford and Sarah Ketterer in 2001 as HWI Capital Management LLC. They are a subsidiary of Causeway Capital Holdings LLC. Causeway provides international, global, and emerging markets equity investment management services to institutional clients such as corporations, pension plans, sovereign wealth funds, superannuation funds, public retirement plans, Taft-Hartley pension plans, endowments and foundations, mutual funds and other collective investment vehicles, charities, private trusts and funds, wrap fee programs, and other institutions.

Balyasny Asset Management LP (BAM) is a multi-strategy hedge fund manager and SEC-registered investment advisor headquartered in Chicago, Illinois. The firm’s predecessor, Balyasny Capital Management LLC (BCM), was founded in 2001 by Dmitry Balyasny, Scott Schroeder and Taylor O'Malley. In 2003, BCM converted from a limited liability company to a limited partnership. Then, in January 2004, their name was changed to Balyasny Asset Management LP. They are a subsidiary of Balyasny Asset Management Holdings LP. BAM provides investment advisory services to high net-worth individuals and institutional clients through privately offered pooled investment funds.

Metis Global Partners LLC (Metis) is an independent, SEC-registered investment advisor headquartered in San Diego, California. Founded in 2013, Metis offers investment management services on a discretionary basis to institutional investors through separate accounts and pooled investment funds.

Country Trust Bank provides trust & other financial services. It offers investment management, trust, and retirement planning services. The company is headquartered in Bloomington, IL.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

Asset Allocation & Management Co. LLC (AAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1982 and is principally owned by Securian AAM Holdings LLC, ultimately owned by Minnesota Mutual Cos., Inc. AAM provides discretionary and non-discretionary investment advice to insurance companies across all business segments of the industry including Property and Casualty, Life, Health and Captive insurers.

University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.

JPMorgan Chase Bank, NA (Investment Management) (JPMC-IM) is the investment management division of JPMorgan Chase Bank, NA, ultimately held by JPMorgan Chase & Co. (NYSE: JPM), a global financial services firm. Headquartered in New York City, JPMC-IM provides asset management services for corporations, institutional investors, hedge funds, governments, healthcare organizations, educational institutions and affluent individuals.

Founded in 1999 by Nicholas Tompras, Alpine Investment Management LLC is a wealth management firm and registered investment advisor located in St. Louis, Missouri. The firm operates in 2 distinct market segments through Alpine Capital Research and Alpine Private Capital. Alpine Capital Research is a fundamental valuation-based asset manager that provides services to institutions and financial professionals. Alpine Private Capital provides investment management services to individuals and local not-for-profit organizations.

Financial Sense Advisors, Inc. (FSA) is a SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by James “Jim” Puplava in 1985 and is a subsidiary of Financial Sense Wealth Management, Inc. FSA provides investment supervisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities.

Citigroup Private Bank is the private banking subsidiary of Citigroup, Inc. (NYSE: C) in the US. Headquartered in New York City, the firm serves worldly and wealthy individuals and their families with a customized private banking service that crosses borders. They also provide services to professional investors, family offices, and lawyers and law firms.

Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research.

Deloitte Financial Advisory Services LLP provides forensic, dispute, and other consulting services. It helps clients tackle complex and challenging issues such as mergers and acquisitions, fraud, litigation and reorganizations. The firm advises clients on managing business controversy and disputes, executing deals and maintaining regulatory compliance and investigates activities such as fraud or money laundering, value real estate and other assets, assist with corporate restructurings, consult on litigations, help execute strategic investments for mergers and acquisitions. The company was founded in 2003 and is headquartered in New York, NY.

Ford Investment Management LLC provides investment advice. The private company is based in Houston, TX.

ACR Alpine Capital Research LLC (ACR) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. It was founded by Nicholas Tompras in 2017 and they are a subsidiary of ACR Alpine Capital Research LP. ACR is a fundamental valuation-based asset management firm which provides portfolio management services to intermediaries and other institutional investors. They also offer wrap fee Programs.

Aegis Wealth Group LLC (dba Everspire) is an independent, SEC-registered investment advisor headquartered in Midvale, Utah. The firm was founded by Roy R. Jones and Joshua P. Jones in 2005. Everspire offers investment management services to retail investors, which includes individuals, high net worth clients, and businesses.

Brandes Investment Partners (Asia) Pte. Ltd. (Brandes Asia) is an investment advisory firm headquartered in Singapore. The firm was founded in 2012 and is a subsidiary of Brandes Investment Partners LP, which is owned by Brandes Worldwide Holdings LP in the US. Brandes Asia provides discretionary investment management services throughout Asia where legally permitted to do so.