Sam Houlie

Citadel Investment Services (Pty) Ltd. is the South Africa-based investment management subsidiary of Peregrine Holdings Ltd. Headquartered in Sandton, the firm provides investment advisory services to private individual or institutional clients.

Allan Gray Unit Trust Management (RF) (PTY) Ltd. (Allan Gray UTM) is the South Africa-based asset management subsidiary of Orbis Holdings Ltd. in Bermuda. Established in 1974, the firm is based in Cape Town, with additional offices throughout South Africa. They are a Broad-Based Black Economic Empowerment contributor which manages mutual funds and segregated accounts for institutional clients including pension funds, medical aid schemes and endowments, as well as for private individuals. They are a socially responsible investor which supports the principles proposed by the Code for Responsible Investing in South Africa (CRISA) and works in partnership with Bermuda-based Orbis Investment Management Ltd., which manages offshore equity mutual funds. The firms share the same investment philosophy and were both founded by Allan W B Gray.

Part of Sanlam Ltd., ABSA Fund Managers Ltd. is a financial institution that offers a range of banking services, including opening bank accounts, getting loans, and signing up for internet banking. The company is based in Parktown, South Africa. ABSA Fund Managers provides tools and services for banking online and on the go, and also offers the option to switch business debit orders to their platform. The CEO of the South African company is Alan Miller.

STANLIB Asset Management Ltd. (SAM) is the multi-specialist investment subsidiary of STANLIB Ltd., ultimately held by Standard Bank Group Ltd. (JSE: SBK; ADR: SGBLY) in South Africa. The firm was created in 2002 by the merger of Liberty Asset Management and Standard Corporate and Merchant Bank Asset Management. In 2007 the Liberty Life Group acquired 100% of the ordinary shares of STANLIB Ltd. Headquartered in Johannesburg, SAM offers their clients both pooled and segregated investment solutions across a broad choice of traditional and alternative asset classes.

Marriott Asset Management (Pty) Ltd. (MAM) is an asset management firm headquartered in Hillcrest, South Africa. The firm was founded in 1862 and is a subsidiary of Old Mutual Investment Group (Pty) Ltd., ultimately held by Old Mutual Ltd. (JSE: OMU). MAM offers a range of local and offshore collective investments to retail investors.

Regarding Capital Management (Pty) Ltd. (RECM) is the asset management subsidiary of Merchant West Investments (Pty) Ltd. in South Africa. The firm was founded in 2003 by Piet Viljoen. Headquartered in Cape Town, RECM provides financial advisory and investment management services to domestic and international private individuals and institutions including pension funds. They manage unit trusts as well as discretionary portfolios.

STANLIB Ltd. provides asset management and investment services. It offers services to individuals, institutional and advisors. The firm invests in the public equity, fixed income and alternative asset markets. The company was founded in 2002 and is headquartered in Melrose Arch, South Africa.

Residual Debt Services Ltd. engages in the provision of banking services. It offers loans, investment, credit, and insurance services. The company was founded in 1998 and is headquartered in Midrand, South Africa.

Cadiz Asset Management (Pty) Ltd. (Cadiz) is an investment management firm headquartered in Cape Town, South Africa. The firm was founded in 1996 as Cadiz African Harvest Asset Management (Pty) Ltd. They are owned by Warwick Private Clients (Pty) Ltd. Cadiz manages assets for both individual and institutional clients.

Founded in 1995, Citigroup Global Markets (Pty) Ltd. is a brokerage services provider. The company is based in Sandton, South Africa and is a subsidiary of Citigroup, Inc.

RMB Morgan Stanley (Pty) Ltd. is a South African company that provides brokerage services. The joint venture company is based in Sandton, South Africa. The company was founded in 1994 by Chris Meyer. Matthew Rattray has been the CEO of the company since 2011.

Pan-African Asset Management (Pty) Ltd. (Pan-African AM) is an investment management firm headquartered in Bryanston, South Africa. The firm was founded in 2001 and is a subsidiary of Assupol Investment Holdings (Pty) Ltd., which in turn is owned by Assupol Holdings Ltd. Pan-African AM provides asset management services to individual and institutional clients.

Huysamer Capital Investments (Pty) Ltd. is an independent asset management firm headquartered in Johannesburg, South Africa. The firm provides asset management services to individual and institutional clients.

The PGC Group Co. Ltd. is an investment holding Chinese company with a focus on gold and silver mining.

Part of Momentum Metropolitan Holdings Ltd., Momentum Investments Pty Ltd. is a South African company that provides investment advisory services. The company is based in Sandton, South Africa. Ferdinand van Heerden has been the CEO of the company since 2023.

Part of Momentum Metropolitan Holdings Ltd., Momentum Manager of Managers (Pty) Ltd. is a South African financial services company that offers a range of products and services including financial advice, medical aid, insurance, fiduciary and investment products for individuals and businesses. Founded in 2005, the company is based in Sandton, South Africa. Momentum Manager of Managers provides various investment options such as local or offshore unit trusts, tax-free savings accounts, and other investment options to help individuals grow their wealth. Additionally, the company offers comprehensive car insurance and home contents insurance with roadside assist, panic button assistance with Safety Alert & cashbacks.

Obsidian Capital Pty Ltd. is a privately-owned asset management firm headquartered in Johannesburg, South Africa. The firm was founded by Royce Long and Richard Simpson in 2007. Obsidian Capital offers investment solutions to various types of investors.

Rudiarius Capital Management (Pty) Ltd. provides investment advice. The private company is based in Hurlingham, South Africa. The South African company was founded in 2014 by Fungai Tarirah.

Boutique Investment Partners (Pty) Ltd. (BIP) is an investment management and consulting firm headquartered in Sandton, South Africa. The firm was founded in 2014 by Tavonga Chivizhe and Johannes Pierre de Klerk. They are a subsidiary of Efficient Group Ltd., which is owned by Apex Group Ltd. in Great Britain. BIP specializes in the provision of globally focused multi-manager investment management and consulting services to South African independent financial advisors and their retail and institutional clients.

ALUWANI Capital Partners (Pty) Ltd. is an independent investment management firm headquartered in Johannesburg, South Africa. The firm was founded in 2015 by Patrick Mathidi, Mishnah Seth, Bafana Patrick Mathidi and Sibusiso Mabuza. ALUWANI Capital Partners offers active investment management with research and product capabilities across all asset classes.

Coreshares Asset Management Pty Ltd. is a leading passive investment management business based in South Africa. The South African company specializes in index-tracking investment solutions across Exchange Traded Funds (ETFs), Unit Trusts, and segregated mandates for institutions. The private company's fund range includes ETFs, and whichever CoreShares fund you choose, you can expect transparency, tight tracking, and low fees. The company offers a service for financial advisors and their funds are available on a variety of platforms, including any online share-trading platform. Coreshares aims to transform the way investors invest, whether they are new or seasoned investors. The CoreShares Online platform has migrated to the etfSA Investor Hub, and this service is no longer available. The company has subsidiaries in South Africa.

Vilakazi Street Wire is a South African company that develops mobile applications. The private company is based in Johannesburg, South Africa.

Babble Digital, Inc. is a Canadian company that specializes in providing some of the best jigsaw puzzles in the world. The company is based in Toronto, Canada and was founded in 2020 by Deborah Corner, Jo-Anne Bergeron, Brenton Douglas, and Wynand van Niekerk. The company offers shipping services to Canada and the USA, with free shipping available for orders over $75 in Canada. The Puzzle Nerds, as they call themselves, are a group of four friends who have always been into puzzles, board games, and gaming. The company found puzzling to be especially comforting during the challenging year that was 2020.

Part of Bayerische Motoren Werke AG, BMW (South Africa) Pty Ltd. is a South African company that manufactures and distributes cars. The company is based in Midrand, South Africa.