Doug Chow

Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts.

Amundi Asset Management US, Inc. (Amundi US) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and formerly known as Pioneer Investment Management, Inc. and Amundi Pioneer Asset Management, Inc. In 2021, they merged with and into Amundi Pioneer Institutional Asset Management, Inc. and subsequently changed their name to Amundi Asset Management US, Inc. They are a wholly owned subsidiary of Amundi US, Inc., ultimately held by Rue La Boëtie SAS’ Credit Agricole SA (EPA: ACA) in France. Amundi US provides investment management services to pooled investment vehicles and separately managed accounts.

Polen Capital Credit LLC (PCC) is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. Formerly known as DDJ Capital Management LLC, the firm was co-founded by David Breazzano in 1996 and was acquired by Polen Capital Management LLC in 2022. PCC provides discretionary investment advice to corporate domestic and foreign pension plans, public pension and retirement plans and Taft-Hartley plans. They also act as investment sub-advisors to certain US and non-US investment advisors and asset managers. PCC is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI).

Martin Currie Investment Management Ltd. (MCIM) is the Great Britain-based investment management subsidiary of Martin Currie Ltd., ultimately held by Franklin Resources, Inc. (NYSE: BEN) in the US. The firm was founded in 1978 and is headquartered in Edinburgh. MCIM performs investment management, dealing, investment support, sales and marketing and platform functions for the Martin Currie group. The firm manages active-equity portfolios for a global client base of financial institutions, charities, foundations, endowments, pension funds, family offices, government agencies and investment funds.

UBS Asset Management (UK) Ltd. (UBS-UK) is the Great Britain-based investment subsidiary of UBS Asset Management Holdings Ltd., itself a subsidiary of UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. Founded in 1981 as Phillips & Drew Investment Management Ltd., the firm merged with UBS Asset Management in 2000 to form UBS Asset Management Ltd., which became UBS Global Asset Management (UK) Ltd. in 2002. They changed their name to UBS Asset Management (UK) Ltd. in 2015. Headquartered in London, UBS-UK provides asset management services to corporate and public pension plans, sovereign institutions, endowments and municipalities, charities, insurance companies, wholesale intermediaries, financial institutions, and private clients.

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.

JPMorgan Asset Management (Asia Pacific) Ltd. (JPAM AP) is an investment management firm headquartered in Hong Kong. The firm was founded in 1974 as JF Asset Management Ltd. and is a subsidiary of JPMorgan Chase & Co. (NYSE: JPM) in the US. JPAM AP manages Asian mandates and equity funds for institutional investors including pension funds, charities and private individuals.

Celina Fondförvaltning AB (Celina) is the wholly-owned Swedish fund management subsidiary of Athanase Industrial Partner (Athanase), itself a subsidiary of Athanase Industrial Partner AB in Sweden. The firm was founded in 1987 as Catella Fondförvaltning AB and became Celina Fondförvaltning in 2022. Headquartered in Stockholm, Celina provides a wide range of strategic advice to property-owning companies.

Didner & Gerge Fonder AB (Didner & Gerge) is an independent fund management firm headquartered in Uppsala, Sweden. The firm was founded in 1994 by Henrik Didner and Adam Gerge and they manage the Didner & Gerge funds for individual and institutional investors.

Kohlberg Kravis Roberts & Co. LP (KKR) is a private equity subsidiary of KKR & Co. Inc founded in 1976 by Henry Kravis, George Roberts and Jerome Kohlberg. The firm is headquartered in New York.

JPMorgan Securities (Singapore) Pte Ltd. (JPMorgan Securities SG) is a broker-dealer headquartered in Singapore. The firm is a subsidiary of JPMorgan International Holdings Ltd., which is owned by JPMorgan Chase & Co. (NYSE: JPM) in the US. JPMorgan Securities SG provides securities and prime services to local corporations and institutions, multinationals, government and private clients.

UBS Securities Asia Ltd. (UBS Asia) is a brokerage firm headquartered in Hong Kong. The firm is a subsidiary of UBS AG, which is owned by UBS Group AG (SWX: UBSG) in Switzerland. UBS Asia provides corporate and institutional clients which include intermediary and alternative asset managers with financial advisory services, access to the world's capital markets and securities products and research in the field of equity, fixed-income, rates, foreign exchange, energy and metals.

Ellerston Capital Ltd. is the fund management subsidiary of Ellerston Asian Investments Ltd. in Australia. They were formerly a wholly owned subsidiary of Packer family-controlled Consolidated Press Holdings Ltd. The firm was founded in 2004 to co-ordinate and manage the Packer family's investments. Headquartered in Sydney, Ellerston Capital manages long-only Australian, global and Asian equities, Australian and global long-short equity and private equity strategies for sovereign wealth, industry and corporate superannuation funds, international funds, family offices and high net worth investors. Ellerston Capital is a signatory of the Principles of Responsible Investment (PRI) and a member of the Responsible Investment Association of Australasia (RIAA).

Part of Deutsche Bank AG, Deutsche Bank AG (Hong Kong) is a financial institution that has been connecting worlds for 65 years. The company is based in Hong Kong, Hong Kong, and serves as the hub for corporate and commercial clients. The company's asset management division, DWS, is a market leader in Hong Kong with a broad product offering. Its corporate bank division is an established market leader in transaction banking, with a presence in 60 countries, including an extensive footprint in HK. The investment bank provides strategic advice to corporate and institutional clients, focusing on the bank’s traditional strengths in financing, advisory, fixed income, and currencies, together with a focused equity capital markets business. The private bank focuses on private customers across all segments as well as business clients, and in HK, this division is represented by a highly competitive wealth manager. The Chinese company was founded in 1958, and its CEO is Werner Steinmüller.

KGI Asia Ltd. is the brokerage subsidiary of KGI Securities Co., Ltd., which is wholly owned by China Development Financial Holding Corp. (TPE: 2883), a financial holding company headquartered in Taiwan. Founded in 1997, KGI Asia offers a broad range of brokerage services to corporate, institutional and individual clients throughout Asia.

BlackRock (Singapore) Ltd. (BSL) is the investment management subsidiary of BlackRock (Singapore) Holdco Pte Ltd., ultiamately held by BlackRock, Inc. (NYSE: BLK) in the US. Headquartered in Singapore, BSL manages assets for institutional clients, pooled investment vehicles and US-registered investment companies.

Goldman Sachs (Asia) LLC (GS-Asia) is the Hong Kong-based brokerage subsidiary of Goldman Sachs Holdings (Hong Kong) Ltd., ultimately owned by The Goldman Sachs Group, Inc. (NYSE: GS), a multinational investment bank and financial services company headquartered in New York City. Founded in 1984, GS-Asia provides market insight, risk management and execution services to institutional clients which includes asset managers, hedge funds, banks and brokerages, pensions, endowments and foundations, corporations, and governments.

Schroder Investment Management (Switzerland) AG (SIMSAG) is the Swiss wholly-owned asset management subsidiary of Schroder International Holdings Ltd., ultimately owned by Schroders Plc (LON: SDR) in Great Britain. Headquartered in Zurich, SIMSAG was founded in 1988 and acts as the fund management company for the Schroder funds domiciled in Switzerland.

KKR Group Co., Inc. engages in the provision of investment and private equity asset management services. The firm manages investments across multiple asset classes including private equity, energy, infrastructure, real estate, credit, and hedge funds. It operates through the Asset Management and Insurance segments. The Asset Management segment includes investment management and other services to funds, vehicles, collateral loan obligations, managed accounts and portfolio companies, and transaction-specific income from capital markets transactions. The Insurance segment offers retirement and life insurance services which provide a suite of protection, legacy and savings products to customers and reinsurance solutions to clients across individual and institutional markets. The company was founded by Henry R. Kravis and George R. Roberts in 1976 and is headquartered in New York, NY.

Amundi Hong Kong Ltd. (Amundi-HK) is the wholly owned asset management subsidiary of Amundi Asset Management SA, ultimately held by Rue de la Boetie SAS's Credit Agricole SA (EPA: ACA, ADR: CRARY) in France. Headquartered in Hong Kong, the firm was founded in 1982 as Crédit Agricole Asset Management (Hong Kong) Ltd. They became Amundi (Hong Kong) Ltd. in 2009 when Crédit Agricole SA and Société Générale combined their asset management expertise. Amundi-HK is the North Asia hub for Amundi Group and collaborates with the Tokyo and Singapore offices to manage Asian equities, fixed-income and balanced products for institutional investors and fund distributors.

Part of BlackRock, Inc., Blackrock Solutions LLC is an American company that provides risk management, strategic advisory and enterprise investment system services. The company was founded by Bennett William Golub, Charles Shaul Hallac.

Argo Investments Ltd. (Investment Management) (Argo Investments-IM) is the mutual fund management division of Argo Investments Ltd. (ASX: ARG), an Australian listed investment company which was founded in 1946 and is wholly-owned by their shareholders. Headquartered in Sydney, Argo Investments-IM manages a diverse portfolio of Australian shares and securities, providing capital growth, regular income and protection for a range of investors including private individuals, companies, trusts and superannuation funds. Argo's portfolio generates an income stream for shareholders, which is paid to them in dividends.

Fidelity Management & Research (Japan) Ltd. (FMR Japan) is the wholly-owned Japanese investment management subsidiary of Fidelity Management & Research Co., ultimately held by FMR LLC in the US. Headquartered in Tokyo, FMR Japan provides investment advisory and discretionary investment management services to investment companies in the Fidelity family of mutual funds and to clients of other affiliated and unaffiliated advisers.

VGI Partners Ltd. engages in the provision of fund management services. The company was founded by Robert Luciano in 2008 and is headquartered in Sydney, Australia.

Part of Springhill Fund Ltd., Springhill Fund Asset Management (HK) Co. Ltd. is a Chinese company that provides investment advice. The company is based in Central, Hong Kong and was founded in 2020.

Global Atlantic Financial Group LLC offers a variety of annuities and life insurance options to help customers with their retirement and financial strategies. The company is based in Atlanta, GA and was founded by Allan S. Levine, who has been the CEO since incorporation. The company's products include the Accumulator, an accumulation-focused Indexed Universal Life policy with SMART Buy-Up Add-On opportunities. The company also provides tailored solutions for capital and risk management needs.