Rob Harris

Baillie Gifford & Co. is an independent, global investment management firm headquartered in Edinburgh, UK. The firm was founded in 1908 and is wholly-owned by their partners. Baillie Gifford manages assets for pension funds, institutions, corporates, foundations, charities and retail investors. They are a socially responsible investor which works with their fund managers to assess ESG concerns both before and after investing in companies.

Citigroup Global Markets Ltd. (CGML) is an international broker-dealer firm headquartered in London, UK. The firm was founded in 1983 and is a subsidiary of Citigroup Global Markets Holdings Bahamas Ltd., ultimately held by Citigroup, Inc. (NYSE: C) in the US. CGML has a major presence in the international financial markets as a dealer, market-maker and underwriter in equity and fixed income securities and offers risk-based solutions to producers and investors in commodity markets. They also provide corporate finance services to a wide range of corporate, institutional and government clients. Their trading activities encompass cash, exchange traded and OTC derivative markets.

Rathbones Asset Management Ltd. (RAM) is the wholly-owned fund management subsidiary of Rathbones Group Plc (LON: RAT) in Great Britain. Originally founded as Laurence Keen Unit Trust Management Ltd. in 1989, the firm was acquired by the Rathbone Group in 1995 and was renamed Rathbone Unit Trust Management Ltd. in 1999. They became Rathbones Asset Management Ltd. in 2023. Headquartered in London, RAM manages the Rathbone family of equity and fixed-income funds for retail investors and segregated institutional accounts.

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.

Odey Asset Management LLP (OAM) is the Great Britain-based, alternative investment management subsidiary of Odey Asset Management Group Ltd., itself a subsidiary of Odey Holdings AG in Switzerland. The firm was founded by Crispin Odey in 1991 as Odey Partners LLP. Headquartered in London, OAM provides investment advice to hedge funds, funds of hedge funds, retail and institutional mutual funds and their affiliated collective investment schemes. They also offer investment advice through its managed accounts to banks and thrift institutions, pension and profit-sharing plans, trusts, estates and charitable organizations, corporations and high net-worth individuals.

Troy Asset Management Ltd. (Troy) is a privately owned, independent investment boutique headquartered in London, UK. The firm was founded in 2000 by the late Lord Weinstock and Sebastian Lyon. Troy manages a range of funds and investment trusts for family offices, wealth managers, investment advisers, charities and endowments. Their management is incentivized through personal investment in the funds.

JPMorgan Securities Plc is a brokerage firm headquartered in London, UK. The firm was founded in 1992 and is a wholly-owned subsidiary of JP Morgan Capital Holdings Ltd., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM) in the US. JPMorgan Securities provides market research, proprietary pricing data and analytics, and trade execution across multiple asset classes such as credit, equities and FX. They help institutional investors, traditional and alternative asset and fund managers, broker dealers and equity issuers meet the demands of changing markets.

J. M. Finn & Co. Ltd. (JM Finn) is a wealth management firm headquartered in London, UK. The firm was founded as a partnership in 1946 and in 2011 they became a subsidiary of Delen Private Bank NV, which is owned by Ackermans & van Haaren NV (EBR: ACKB, ADR: AVHNY) in Belgium. JM Finn offers a high quality, personalized investment management service for private and professional investors.

Artemis Investment Management LLP (AIM) is a Great Britain-based investment management firm headquartered in London with an additional office in Edinburgh. The firm was founded in 1997 and is a subsidiary of Artemis Strategic Asset Management Ltd., itself a subsidiary of Affiliated Managers Group, Inc. (NYSE: AMG) in the US. AIM manages a range of funds, investment trusts, hedge fund products, venture capital trusts, and pooled and segregated institutional portfolios for both retail and institutional investors.

MFS International (UK) Ltd. (MFSI UK) is an asset management firm headquartered in London, UK. The firm was founded in 1995 and is a subsidiary of MFS International Holdings Pty Ltd., ultimately held by Sun Life Financial, Inc. (NYSE, TSX: SLF) in Canada. MFSI UK provides a range of financial products and services, such as mutual fund management, to individual and institutional investors.

Deutsche Bank AG (Deutsche Bank UK) is the UK-based securities brokerage division of Deutsche Bank AG (ETR: DBK) in Germany. The firm is headquartered in London and was founded in 1873. Deutsche Bank provides brokerage services to companies and institutions.

Joh. Berenberg, Gossler & Co. KG (United Kingdom) (Berenberg-UK) is the Great Britain-based broker/dealer division of Joh. Berenberg, Gossler & Co. KG, a multinational full-service investment bank in Germany. Headquartered in London, Berenberg-UK was founded in 2003 and provides trading and brokerage services to institutional and corporate clients.

River Global Investors LLP is the investment management subsidiary of River & Mercantile Holdings Ltd., ultimately owned by AssetCo Plc (LSE: ASTO) in Great Britain. Formerly known as River & Mercantile Asset Management LLP, the firm was founded by James Barham as a limited liability partnership in 2006 with Pacific Investment as a cornerstone investor. They became part of AssetCo Plc in 2022. Headquartered in London, River Global Investors advises institutional clients such as employee benefit plans, foundations, endowments and other charitable organizations.

BlackRock Investment Management (UK) Ltd. (BIM-UK) is an investment management firm headquartered in London, UK. The firm is a subsidiary of BlackRock Finance Europe Ltd., ultimately owned by BlackRock, Inc. (NYSE: BLK) in the US. BIM-UK was founded in 2006 following the merger of Merrill Lynch Investment Managers and BlackRock. In 2009, BlackRock merged with Barclays Global Investors, including the iShares exchange traded funds business. The combined firm operates under the BlackRock name and has retained the iShares brand. BIM-UK manages a family of mutual funds and acts as sub-advisor to other mutual and pension funds. They also offer alternative investments and managed accounts for individual and institutional clients.

Wise Investments Ltd. (dba Wise Investment) is an investment management firm headquartered in Chipping Norton, UK. The firm was founded in 1992 by Tony J. Yarrow. They are owned by The Oak Investment Partnership Employee Ownership Trustee Ltd. Wise Investment provides financial advice and investment management solutions to private clients.

Man Group Investments Ltd. (MGI) is the asset management subsidiary of Man Investments Finance Ltd., which is ultimately owned by Man Group Plc (LON: EMG) in Great Britain. Formerly known as GLG Partners UK Ltd., the firm was founded in 1995 as the UK arm of Société Générale Asset Management SA in Paris. In 2009 they were acquired by GLG Partners, which was subsequently acquired by Man Group in 2010. Headquartered in London, MGI provides a comprehensive range of alternative, traditional long-only and hybrid investment products and services for public sector entities, foundations, sovereign wealth funds, financial institutions and high-net worth individuals.

Independent Franchise Partners LLP (IFP) is an independent asset management firm headquartered in London, UK. The firm was founded in 2009 to offer the Franchise investment approach to institutional investors through a dedicated, independent investment management partnership. The Franchise strategy is available in a Global equity product (that excludes tobacco companies) and a US equity product.

Part of AHJ Holdings Ltd., Alwen Hough Johnson Ltd. is a British company that provides insurance and reinsurance brokerage services. The company is based in London, UK. The company was founded in 1973 by John Hough, Roger Alwen, David Johnson. Gary Dean Masters has been the CEO of the company since 1982.

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

Part of Liontrust Asset Management Plc, Liontrust Fund Partners LLP is a British specialist fund management company. The company is based in London, UK. The company takes pride in having a distinct culture and approach to fund management. Welcome to Liontrust Insights, where you can discover the latest investment views and ideas of their experienced fund managers.

Investec Bank Plc (Broker) (IBP) is the brokerage arm of Investec Bank Plc, itself a subsidiary of Investec Plc (LON: INVP) in Great Britain. Headquartered in London, IBP was founded in 1950 and they offer a full spectrum of brokerage services specifically tailored for corporate clients.

Kintbury Capital LLP is an independent, Great Britain-based alternative investment management firm which was founded by Chris Dale in 2015. Headquartered in London, the firm manages the assets of sophisticated individual and institutional clients. Kintbury Capital is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI).

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.

AT85 Global Mid-Market Infrastructure Income PLC acts as a Real Estate Investment Trust. It offers an opportunity to capitalize on the rapid growth in mid-market core-plus infrastructure assets in three key sectors, Transport & Logistics Infrastructure, Utility-Related Infrastructure and Digital Infrastructure. The company was founded in September 23, 2022 and is headquartered London, GB.

Marathon Asset Management Ltd. (dba Marathon-London) is an independent investment management firm headquartered in London, UK. The firm was founded by Neil M. Ostrer in 2019. Marathon-London provides discretionary investment management services to corporate pension and profit-sharing plans, charitable institutions, foundations, educational institutions, endowments, state and government entities such as sovereign funds, registered mutual funds, pooled investment vehicles such as non-US funds which includes undertakings for collective investment in transferable securities, alternative investment funds plus other institutional investors and corporations.

Arxx Therapeutics AS develops therapeutics for fibrotic diseases. The company is based in Oslo, Norway. The Norwegian company was founded in 2015 by Jonas Hallén, Jörg Klingelhöfer. Øystein Soug has been the CEO of the company since 2022.

Part of Dawn Global Topco Ltd., Tema Global Ltd. is a British company that is building an active thematic ETF platform. The company is based in St. Helier, UK. The platform is dedicated to designing differentiated strategies managed by experienced investment professionals. The company was founded in 2022 by Maurits Henricus Johannes Pot.