Oz Karakus

SEI Investments Management Corp. (SIMC) is a SEC-registered investment advisor headquartered in Oaks, Pennsylvania. The firm was founded in 1968 by Alfred West, Jr. They are a subsidiary of SEI SIMC Holdings LLC, ultimately owned by SEI Investments Co. (NASDAQ: SEIC). SIMC serves as investment advisor to various types of investors and a number of pooled investment vehicles, such as mutual funds, hedge funds, private equity funds, collective investment trusts and offshore investment funds. Additionally, the firm serves as the sponsor of, and advisor to, managed accounts.

Scotia Institutional Investors US LP is a registered investment advisor located in Berwyn, Pennsylvania. The firm is a subsidiary of Bank of Nova Scotia "Scotiabank" (NYSE: BNS).

DundeeWealth U.S. LP is a registered investment advisor located in Berwyn, Pennsylvania. The firm was formerly known as BHR Fund Advisors LP. They are the U.S. investment arm of DundeeWealth, Inc. (Toronto: DW) which acquired BHR Fund Advisors in July 2008. Their ultimate parent is the Bank of Nova Scotia (Toronto: BNS.TO). DundeeWealth U.S. develops and distributes investment products to the US market. The firm offers a variety of products to institutional investors and financial intermediaries including mutual funds, commingled funds and separately managed accounts. They also consult with financial intermediaries and pension consultants to develop customized investment solutions. DundeeWealth U.S. serves as the advisor to the DundeeWealth Funds. The DundeeWealth Funds are distributed by Portland, Maine-based Foreside Fund Services LLC.