Jon R. Bailie

Polar Capital LLP is an alternative investment manager headquartered in London, UK. The firm is a subsidiary of Polar Capital Partners Ltd., itself a subsidiary of Polar Capital Holdings, Plc (LON: POLR) in Great Britain. Founded in 2001, Polar Capital offers its services primarily to Polar Funds and managed accounts, all of which are pooled investment vehicles. Investors in Polar Funds include individuals, banking or thrift institutions, investment companies (including mutual funds), pension and profit-sharing plans, pooled investment vehicles (such as hedge funds), high net-worth individuals, collateralized debt obligations (CDO’s), charitable organizations, trusts and estates, corporations and other business entities, and state or municipal government entities.

Janus Henderson Investors UK Ltd. (JHI UK) is the wholly-owned global asset management subsidiary of Janus Henderson UK (Holdings) Ltd., ultimately held by Janus Henderson Group Plc (LON: 0RPW; NYSE: JHG) in Great Britain. The firm was founded in 1934 and formerly known as Henderson Global Investors Ltd. Headquartered in London, JHI UK is a client-centric, sustainable and responsible investor which provides investment management services to individuals, private banks, third party distributors, insurance companies, pension funds, government bodies, investment trusts, charities and corporate entities.

AXA Investment Managers (Paris) SA (AXA-IM Paris) is the wholly-owned asset management subsidiary of AXA Investment Managers SA, itself a subsidiary of AXA SA (XP: CS, ADR: AXAHY) in France. Headquartered in Puteaux, the firm traces their origins to 1994 when the AXA Group created the AXA Asset Management division. In 1997, the division was renamed AXA Investment Managers. AXA-IM Paris has a network of investment centers worldwide which cater to institutional investors, distributors and AXA Group insurance firms. They are a socially responsible investor which offers SRI funds and integrates ESG criteria into their investment processes.

Shawbrook Bank Ltd. operates as a commercial bank. It provides savings account, asset finance, commercial mortgage, consumer lending, secured lending, and business credit services. The company was founded in 1994 and is headquartered in Brentwood, the United Kingdom.

Royal London Group provides financial consulting services. The company was founded by Henry Ridge and Joseph Degge in 1861 and is headquartered in London, the United Kingdom.

AXA Investment Managers Ltd. (Japan) (AXA-JAPAN) is the Japanese branch of AXA Investment Managers SA, itself a subsidiary of AXA SA (XP: CS) in France. Established in 1987 as a joint-venture between Rosenberg and the Nomura Group, the firm is located in Tokyo. AXA-JAPAN's clients are institutions, particularly pension funds. The firm advises regional portfolios for funds managed within the parent group and distributes the group's diverse range of equity, fixed-income, alternative and balanced products. The firm manages Japan-domiciled mutual funds, in particular the Nomura Asset AXA Rosenberg funds, and advises a range of AXA funds domiciled in European countries.

Lord Abbett & Co. LLC (Lord Abbett) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Jersey City, New Jersey. Founded in 1929, Lord Abbett provides advisory services to a variety of institutional clients, the Lord Abbett Funds and other registered investment companies sponsored by third parties, the Lord Abbett UCITS Funds, the Lord Abbett Luxembourg Fund, other foreign funds, privately offered commingled funds and various separately managed accounts.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

Newton Investment Management Ltd. (Newton) is the wholly-owned, Great Britain-based investment management subsidiary of Newton Management Ltd., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK) (BNY Mellon) in the US. The firm was founded in 1978 as a joint venture with Scottish insurance broker Reed Stenhouse. In 1986 they were acquired by Alexander & Alexander and were renamed Newton Investment Management. Headquartered in London, Newton provides investment products and services to a wide range of clients, such as pension funds, charities, corporations and individuals (via BNY Mellon). Newton is a signatory to the UN Principles for Responsible Investment (PRI).

PricewaterhouseCoopers LLP (UK Broker) is the brokerage division of PricewaterhouseCoopers LLP, which is ultimately held by PricewaterhouseCoopers International Ltd. The firm is headquartered in London and was founded in 2002. They provide brokerage services to their clients.

RWC Asset Management LLP (RWC) is the alternative asset management subsidiary of RWC Partners Ltd. in Great Britain. The firm was founded by John H. Innes in 2007 as MPC Asset Management LLP. Headquartered in London, RWC primarily provides discretionary investment advisory services to pooled investment vehicles as well as separately managed accounts.

Oakham Wealth Management Ltd. (Oakham) is an independent wealth management firm headquartered in London, UK. The firm was founded by Paul Denley in 2004 and provides responsible, sustainable investment management services to individual private clients, families, trusts and charities with portfolio sizes ranging between £500,000 and £20m. Oakham is a signatory to the UN PRI – Principles of Responsible Investment.

The Associated Board of the Royal Schools of Music, also known as ABRSM, is an exam board that delivers over 650,000 music exams and assessments annually in 93 countries. The non-profit company was founded in 1889 and is based in London, UK. It has subsidiaries in the United Kingdom. The CEO is Rex Michael Elliott.

Société Générale Gestion SA (S2G) is the wholly-owned asset management subsidiary of Amundi Asset Management SA, itself a subsidiary of Crédit Agricole SA (EPA: ACA, ADR: CRARY) in France. The firm was founded in 2006 and is headquartered in Paris. They are the successor to SGAM-Société Générale Asset Management SA, founded in 1997 to take over the asset management activities of Société Générale. In 2009 SGAM absorbed their alternative management subsidiary, Barep Asset Management SA. S2G has specific expertise in employee savings plan management and manages discretionary accounts as well as a range of comingled products. Their clients are French companies and institutions, including associations.

Crédit Agricole Corporate & Investment Bank SA (Crédit Agricole CIB) is the brokerage subsidiary of Crédit Agricole SA (XP: ACA), ultimately held by Rue de la Boetie SAS in France. Formerly known as Calyon Corporate & Investment Bank SA, created in 2004 by the transfer of Crédit Lyonnais' Corporate and Investment Banking division to Crédit Agricole Indosuez, Crédit Agricole CIB is based in Courbevoie and provides large corporate and institutional clients with a range of products and services through their Coverage and Investment Banking, Equity Brokerage and Derivatives, Fixed Income Markets and Structured Finance divisions.

Anaxis Asset Management SAS (AAM) is the asset management subsidiary of Anaxis SAS, ultimately held by Orapi SA (ENXTPA:ORAP) in France. The firm was founded by Pierre Giai-Levra and Jean-Julien Goettmann in 2010. Headquartered in Paris, AAM offers bond funds for various investors who includes private banks, family offices, multi-managers, pension funds and insurance companies. It also offers an European Equities fund.

Founded in 2004, Hathaway Property Co. Ltd. is a British real estate company that leases and manages properties. Part of The National Farmers Union Mutual Insurance Society Ltd., the company is based in Stratford-upon-Avon, UK.

Part of The National Farmers Union Mutual Insurance Society Ltd., NFU Mutual Select Investments Ltd. was founded in 2012. The company is based in Stratford-upon-Avon, UK. NFU Mutual offers personal service with over 295 agencies to insure homes, farms, or businesses and plan pensions. Customers can pool their investments and invest in a fund that offers access to different asset classes. The British company also provides vintage agricultural vehicle insurance policies for vehicles that are at least 25 years old. Additionally, NFU Mutual has a specialist team of advisers who can help customers make the right decisions based on their circumstances when it comes to taking their benefits.

Part of The National Farmers Union Mutual Insurance Society Ltd., Nfu Mutual Risk Management Services Ltd. is a British company that provides in-depth advice on managing on-site risks and complex health and safety issues. The company is based in Stratford-upon-Avon, UK. The company offers personal service with over 295 agencies to insure homes, farms, or businesses and plan pensions. The company works extensively with the hospitality industry to offer insurance solutions that work for their clients. The company's Caterer Insurance provides protection from stock to staff. The company also offers Home Insurance and Farm or Agricultural Vehicle Insurance.

Part of The National Farmers Union Mutual Insurance Society Ltd., Avon Insurance Plc provides non-life insurance and reinsurance. The company is based in Stratford-upon-Avon, UK. The British company was founded in 1925. The CEO is John Owen Roberts.

The City of Birmingham Symphony Orchestra operates an orchestra and live music venue. The non-profit company is based in Birmingham, UK and has subsidiaries in the United Kingdom. The British company was founded in 1920 by Neville Chamberlain. Emma Stenning has been the CEO of the company since 2023.

Guy Carpenter & Co. LLC provides reinsurance services. Its services include accident and health, agriculture, environmental, general casualty, investment banking, life and annuity, marine and energy, property, and workers compensation. The company was founded in 1921 by Guy Carpenter and is headquartered in New York, NY.

The Education & Training Trust of the Chartered Insurance was founded in 1993 and functions as a college/university.

Part of Garfunkelux SARL, Simon Midco Ltd. is an investment holding British company. The company is based in Leeds, UK and was founded in 2015.

Willis Group Ltd. provides insurance brokerage services. The company specializes in providing services to the Banking & Finance, Global Markets, International Business, Healthcare and Human Resources & Law industry. It is located in London, UK.

The Co-operative Bank Holdings Ltd. engages in the financial services business. It operates as the holding company of The Co-operative Bank Plc which provides banking products and services to retail and small and medium-sized enterprises customers. The company was founded on November 8, 1872 and is headquartered in Manchester, the United Kingdom.

Part of The Co-Operative Bank Holdings Ltd., The Co-Operative Bank Finance Plc is a British company that provides personal banking services including current accounts, credit cards, online and mobile banking, personal loans, savings, and more. The company is based in Manchester, UK. Checking eligibility for a loan does not affect credit score. Founded in 2018, The Co-Operative Bank Finance offers commercial banking services and allows customers to apply for credit cards and loans online, with options for everyday purchases, balance transfers, and rewards.

CQS (UK) LLP (CQS) is a Great Britain-based alternative investment management firm headquartered in London. In 2024, the firm was acquired by Manulife Investment Management Ltd., a subsidiary of Manulife Financial Corp., in Canada from CQS Cayman LP. The firm was founded by Michael Hintze in 1999 as a global multi-strategy asset management firm. CQS offers a range of strategies and bespoke solutions in multi-strategy, convertibles, asset-backed securities, credit, loans, and equities.

Unity Trust Bank Plc provides banking services to trade unions, charities, and other organisations that operate in the not-for-profit sector. It offers corporate multipay card, e-payments, foreign, internet and telephone banking, online statements, and debt counselling services. The company was founded on May 1, 1984 and is headquartered in Birmingham, the United Kingdom.

United Dairy Farmers Ltd. provides dairy products. Its also provides farm services, feed, and other inputs to its members. The firm produces fluid milk, butter, cheese, cultured dairy products, and dairy ingredients for the retail grocery and food manufacturing industries. The company was founded in 1995 and is headquartered in Belfast, the United Kingdom.

Fiera Capital (UK) Ltd. (Fiera UK) is the wholly-owned, Great Britain-based asset management subsidiary of Fiera Capital Europe Ltd., which is wholly-owned by Fiera Capital Corp. (TSE: FSZ) in Canada. The firm was founded by Andrew Pegge in 1995 as Regent Kingpin Capital Management Ltd. They were also formerly known as Charlemagne Capital (UK) Ltd. Headquartered in London, Fiera UK provides investment advisory and investment management services to a range of mutual funds, pension/profit sharing plan clients (but not the plan participants) and other financial institutions. The firm is a signatory to the UN Principles for Responsible Investment (UNPRI) and considers environmental, social and corporate governance issues when constructing portfolios.

Zurich Specialties London Ltd. provides insurance services. It provides commercial & personal property, and casualty coverage. The company's products include automobile, accident, construction, directors and officers, and liability insurance policies. The company is headquartered in London, UK.

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.