Stephen E. Wiltshire

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.

State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund.

Russell Investments (Ireland) Ltd. provides investment management advisory services. The company is headquartered in Dublin, Ireland.

GLG Partners LP (GLG) is an independent alternative investment management firm headquartered in London, UK. The firm was founded in 1995 by Noam Gottesman, Pierre Lagrange and Jonathan Green as a hedge fund division within Lehman Brothers Holdings Inc. GLG offers advisory or sub-advisory services to non-US and US institutional managed accounts and pooled investment vehicles on either a discretionary or non-discretionary basis.

Punter Southall Wealth Ltd. (PSW) is a wealth management firm headquartered in London, UK. The firm was founded in 2002 and formerly known as FILMDISK LTD and as PSigma Investment Management Ltd. They were renamed as Punter Southall Wealth Ltd. in 2019. They are owned by Canaccord Genuity Wealth Group Holdings (Jersey) Ltd., a subsidiary of Canaccord Genuity Group, Inc. (TSE: CF) in Canada. PSW provides financial advisory and investment management services to a range of private and institutional clients which includes family trusts, pension schemes and charities.

Invesco Global Equity Income Trust Plc is an investment trust, which is intended as a long-term investment vehicle for investors. It manages UK Equity Share, Global Equity Income, Share and Managed Liquidity Share Portfolios which provides exposure to Invesco Perpetual's best UK and international investment ideas and a short-term cash portfolio. Invesco Perpetual Select Trust was founded on August 25, 2006 and is headquartered in London, the United Kingdom.

Nikko Asset Management Europe Ltd. (Nikko AME) is a fund management firm headquartered in London, UK. The firm was founded in 1984 and is a subsidiary of Nikko AM Global Holdings Ltd., ultimately held by Sumitomo Mitsui Trust Holdings, Inc. (TSE: 8309) in Japan. Nikko AME manages investment products for institutional investors as well as pooled investment vehicles, which includes Japanese Investment Trusts, US registered investment companies, insurance companies and Nikko AM group affiliates.

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.

Tilney Investment Management Ltd. provides investment advisory services. The firm caters to private investors interested in managing their wealth on behalf of their families, businesses, and for personal or philanthropic ventures. It provides access to investment products, including some developed for institutional clients, such as cash, equities, bonds, mutual funds, structured products and derivatives, foreign exchange and commodities, hedge funds, private equity, and real estate. The company was founded in 1836 and is headquartered in London, the United Kingdom.

Baring Asset Management Ltd. (Barings UK) is the Great Britain-based subsidiary of Barings Europe Ltd., ultimately held by Massachusetts Mutual Life Insurance Co. in the US. Barings traces its origins to 1762 when it was founded in London as a firm of merchants and merchant bankers. They were an asset management pioneer in the UK and set up an Investment Department in 1955. In 1989, all of Barings' asset management activities were consolidated within Baring Asset Management. Headquartered in London, the firm manages assets on behalf of pension funds, pooled vehicles, governments, charities and high-net worth individuals. Barings UK offers a wide range of equity and fixed-income mutual funds in both domestic and international markets. They are a socially responsible investor which takes environmental and socially responsible investment issues into account and seek guidance from clients.

Threadneedle Asset Management Ltd. (Threadneedle AM) is the wholly-owned global asset management subsidiary of TC Financing Ltd., ultimately held by Ameriprise Financial, Inc. (NYSE: AMP) in the US. Headquartered in London, the firm was founded in 1994 and manages assets for a range of clients which includes pension schemes, insurance companies, private investors and corporations. Threadneedle AM is a socially responsible investor which believes they have a responsibility to, and will benefit from, exercising environmental and social stewardship throughout their firm.

Part of Russell Investments Group Ltd., Russell Investment Group Pty Ltd. is a financial asset management company based in Sydney, Australia. The Australian company offers a set of resources and articles to help clients navigate through market volatility and focus on the long term. The company provides analysis on the impact of pivoting the superannuation system to a mass personalized, goals-based approach on the real retirement gap. The company's investment approach brings the world's leading managers and strategies together aimed at achieving investors' goals. Russell Investment Group manages investments for institutions, advisors, and individuals, and is dedicated to improving financial security for people.

Part of Canadian Imperial Bank of Commerce, CIBC World Markets Plc is a British company that provides brokerage services. The company is based in London, UK. CIBC World Markets was founded in 1999.

Allfunds Bank SA engages in the acquisition, administration, and disposal of transferable securities, shares or participations in local or foreign companies. It also provides investment services. The company was founded on December 14, 2000 and is headquartered in Alcobendas, Spain.

Russell Investments Japan Co. Ltd. is the Japanese asset management subsidiary of Russell Investment Group KK, ultimately held by Russell Investment Management LLC in the US. Headquartered in Tokyo, the firm was founded in 1999 to serve individual and institutional investors both directly and through relationships with other financial services institutions.

Sarasin & Partners LLP (Sarasin) is a global investment manager headquartered in London, UK. The firm was founded in 1983 and formerly known as Sarasin Investment Management Ltd. They are a subsidiary of SIM Partnership (London) Ltd., ultimately held by JS International Holdings Ltd. in The Bahamas. Sarasin invests thematically and responsibly on behalf of charities, private clients, institutions and investment professionals.

Bramdean Asset Management LLP (Bramdean) is an Independent Private Equity/Venture Capital firm founded in 2004 by Derek Higgs and Nicola Horlick. The firm is headquartered in London.

Standard & Poor's Investment Advisory Services (UK) Ltd. is the Great Britain-based financial research subsidiary of S&P Global, Inc. (NYSE: SPGI) in the US. Formerly known as McGraw-Hill Financial Research Europe Ltd., established in 1994 as Standard & Poor's LLC, the firm is located in London.

Record Currency Management Ltd. (Record) is a UK-based investment management firm headquartered in Windsor, Berkshire. The firm was founded by Neil Record in 1983 and is a subsidiary of Record Plc (LON: REC). Record provides investment advisory and implementation services to investment funds, corporations, charitable organizations and pension plans. They also work for quasi-governmental organizations, banks, insurance companies and a very small number of individuals who must be deemed elective professional clients under the FCA rules.

AzValor Asset Management SGIIC SA (AzValor) is the Spanish asset management subsidiary of Inversiones Azvalor SL, which is owned by Crèdit Andorrà SA in Andorra. The firm was founded in 2008 by Álvaro Guzmán de Lázaro, Fernando Bernad and Beltrán Parages. Headquartered in Madrid, AzValor provides investment management services to private and institutional clients.

Part of Ping An Insurance (Group) Co. of China Ltd., Ping An Daoyuan Investment Management (Shanghai) Co., Ltd. is a Chinese Shanghai-based company founded in 2011. The company provides investment advice. The CEO is Xiao Hua Yang.

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.

Morningstar Network SLU is the Spanish investment research subsidiary of Morningstar Holland BV, ultimately held by Morningstar, Inc. (NASDAQ: MORN) in the US. Headquartered in Madrid, the firm was founded in 2001 and provides equity research on companies, deals, funds, investors, and service providers across the entire public and private investment lifecycle.

Isomer Capital LLP (Isomer Capital) is an Independent Venture Capital firm founded in 2015 by Christopher John Charles Wade. The firm is headquartered in London, the United Kingdom.

Part of National Australia Bank Ltd., Nulis Nominees (Australia) Ltd. acts as a nominee/trust/depository. The company is based in North Sydney, Australia.

Russell Investments Group Ltd. engages in the provision of investment services. The company is headquartered in Seattle, WA.

Russell Investments New Zealand provides investment services. The private company is based in Auckland, New Zealand. and has subsidiaries in New Zealand.

Seven Investment Management LLP (7IM) is the investment management subsidiary of Great Britain-based 7IM Holdings Ltd. The firm was founded by Tom Sheridan, Justin Urquhart Stewart and their team in 2002. Headquartered in London with additional offices in Edinburgh and Jersey, 7IM provides discretionary investment management services, a platform and a range of funds and model portfolios to professional advisers, wealth managers, individuals, charities and pension funds. They invest their own pension capital into the same investment strategies as those of their clients.