Anthony Serhan

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.

Part of Morningstar, Inc., Morningstar Holland BV is a Dutch company that provides investment research. The company is based in Amsterdam, Netherlands. The company was founded in 2000. The CEO is Steven Smit.

Bridge Investment Corp. provides real estate investment services.

Morningstar Europe Ltd. is the Great Britain-based investment research subsidiary of Morningstar Holland BV, ultimately owned by Morningstar, Inc. (NASDAQ: MORN) in the US. Headquartered in London, the firm was founded in 2000 and provides investment research services to European retail and institutional investors. Morningstar Europe takes a rigorous bottom-up approach by evaluating the fundamental factors that drive the investments they cover. Their global coverage uses the same consistent research framework in every region where Morningstar analysts are evaluating investments.

Morningstar Real-Time Data Ltd. provides market data and financial data workstations. The company is headquartered in London, the United Kingdom.

Bennelong Australian Equity Partners Pty Ltd. (BAEP) is an investment advisor headquartered in Australia and was founded in 2008 by Mark East in partnership with Bennelong Funds Management. BAEP is a boutique fund manager focused on investing in Australian listed equities.

Founded by Len Zacks in 1978, Zacks Investment Research, Inc. is an SEC-registered broker/dealer and investment research firm headquartered in Chicago, Illinois with an office in Irvine, California. The firm is principally owned by The Greenwood Trust. Zacks makes both short-term and long-term investment recommendations using the following investment styles: aggressive growth, growth/income, momentum, value, technicals and options. Zack Investment Research employs the Zacks Rank, a 100% a peerless stock rating system that is based on a quantitative model that includes the use of four factors including as earnings estimate revisions and earnings surprises. Stocks are classified into five groups, ranging from 'Strong Buy' to 'Strong Sell.' Zacks Rank is completely mathematical and focuses only on the math and whether the math predicts that a stock's price will rise. It is a short-term indicator of stock performance that is effective for 1 to 3 months. The Zacks Recommendation process begins with a new quantitative model that employs the Zacks Rank. The firm then utilizes qualitative insights to develop a unique recommendation based on a 6 month time horizon. Zacks Investment Research provides coverage primarily on the following sectors: (1) manufacturers of electrical components (2) photo optics/lasers (3) HPC computing platforms (4) manufacturers and distributors of textiles (5) information technology (6) independent oil and gas companies involved in the exploration, development and acquisition of crude oil and natural gas (6) providers of docking, manipulator and wafer probing interface products for semiconductor and ATE manufacturers (7) companies that design and manufacture oscilloscopes, serial data analyzers and protocol analyzers to test, measure and analyze electronic signals (8) manufacturers of branded toys, collectibles, hobby or infant products and (9) financial services companies.

Edison Investment Research Ltd. (Edison) is an investment research, investor relations and consulting firm headquartered in London, UK. The firm was founded by Stephen Rogers and Fraser Thorne in 2003. They are a subsidiary of Edison Global Ltd. Edison provides investment research to international investors, advisors and stakeholders.

Morgan Stanley Australia Ltd. is an Australian broker/dealer subsidiary of Morgan Stanley International, Inc., itself owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in Sydney, the firm offers sales, trading and market-making investment management services to global institutions, hedge funds and industry innovators.

Morningstar U.K. opened in London in 2000 and launched its investing Web site in 2001. The Web site offers access to and objective information on more than 9,000 funds available to individual investors in the U.K. The site also offers independent editorial content produced by Morningstar analysts and journalists based in London and around the world. In addition to its investing site, Morningstar U.K. provides a range of innovative products and services to advisers and institutions, including Morningstar® Adviser Workstation™, a comprehensive, Web-based investment planning system and Morningstar Direct™, a Web-based institutional platform providing access to Morningstar's global databases and investment research.

Community Pharmacy LLC provides pharmaceutical products and drugs. It is located in Okalahoma City, OK.

4D Infrastructure Pty Ltd. is the asset management subsidiary of Bennelong Funds Management Group Pty Ltd., itself owned by Bangarra Group Ltd. in Australia. Headquartered in Sydney, the firm was founded in 2005 and they offer investment solutions to individual and institutional clients.

Invesco Capital Markets, Inc. provides financial services. It offers investment brokerage services to individual investors. The company is headquartered in Downers Grove, IL.

Morningstar Investment Management Europe Ltd. (MIME) is the Great Britain-based asset management subsidiary of Morningstar Investment Management LLC, which is owned by Morningstar, Inc. (NASDAQ: MORN) in the US. Headquartered in London, MIME was founded in 2006 and provides discretionary investment management and advisory services to individual and institutional 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.

Fat Prophets Australia Pty Ltd. provides investment research. The private company is based in Sydney, AU. and has subsidiaries in Australia and United Kingdom. The Australian company was founded in 2000 by Angus Geddes. Angus Geddes has been the CEO since 2000.

Driehaus Capital Management LLC (Driehaus) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Richard Driehaus in 1982 and is majority-owned by Driehaus Capital Holdings LLLP. Driehaus manages long-only equity and multi-asset alternative strategies for institutional and individual clients. Driehaus is a Signatory of the United Nations-Supported Principles of Responsible Investment (PRI).

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

CFA Society of Chicago is an investment analysts society that brings together nearly 4,200 top professionals involved in investment analysis. The society is based in Chicago, IL and is the oldest of its kind. The CFA designation is recognized by the society as a recognition of knowledge, skills, and abilities in security analysis and portfolio management. Christopher Thomas Vincent has been the CEO of the non-profit company since 2020.

CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.

Diamond Hill Capital Management, Inc. (Diamond Hill) is a SEC-registered investment advisor headquartered in Columbus, Ohio. The firm was founded in 2000 and is a wholly-owned subsidiary of Diamond Hill Investment Group, Inc. (NASDAQ: DHIL). Diamond Hill provides investment management services to individual and institutional investors through mutual funds and separate accounts. The firm also offers investment advisory services to the clients of wrap sponsors.

First Sentier Investments (US) LLC (FSI US) is a SEC-registered investment advisor headquartered in New York City. They were founded in 2014 and formerly a US division of Colonial First State Asset Management (Australia) Ltd. The firm is a wholly-owned subsidiary of MUFG Fund Services (USA), Inc., ultimately held by Mitsubishi UFJ Financial Group, Inc. (TYO: 8306, NYSE: MUFG) in Japan. Formerly known as First State Investments (US) LLC, they changed their name to First Sentier Investments (US) LLC in 2020. FSI US provides ongoing discretionary investment management services to institutional clients through a separate account, with respect to fixed income securities.

Founded by Clint Coghill in 1995, Coghill Capital Management LLC is a hedge fund manager located in Chicago

BMO Capital Markets Corp. (Canada) (BMO Capital Markets-Canada) is the Canadian brokerage arm of BMO Capital Markets Corp., a full-service financial services provider in the US. The firm was founded in 1817 and is a subsidiary of BMO Asset Management, Inc., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. Headquartered in Toronto, BMO Capital Markets-Canada provides full-service, institutional brokerage services to corporate, institutional and government clients around the world.

BBY Ltd. provides brokerage services. The private company is based in Sydney, AU. and has subsidiaries in New Zealand, Australia and United Kingdom. The Australian company was founded in 1987 by Graham Harry Buckeridge. Glenn Rosewall has been the CEO of the company since 2004.

Part of AIMS Financial Group Pty Ltd., APP Securities Pty Ltd. is a brokerage firm that provides brokerage services. The company is based in Sydney, Australia. Sangeeta Venkatesan has been the CEO of the Australian company since 2017.

Commonwealth Securities Ltd. (CommSec) is the securities brokerage subsidiary of Commonwealth Bank of Australia (ASX: CBA ). Headquartered in Sydney, CommSec was founded in 1995 and offers a range of brokerage products and services including online trading, cash management, margin lending, and international share trading to retail cliens.

Invesco Australia Investment Pty Ltd. operates as an independent investment management firm specialising in differentiated and complementary investment solutions. The company is headquartered in Melbourne, Australia.

Contact Asset Management Pty Ltd. is an Australian company that offers the Contact ex-50 fund, which provides a balance of growth and income. The private company is based in Sydney, Australia. The fund allows investors to access opportunities outside of the largest 50 stocks on the ASX. The company was founded in 2016 by William Culbert, Thomas Charles Dobson Millner.