Robert J. Lloyd George

Fiduciary Trust Co. is an asset management firm headquartered in Boston, Massachusetts. The firm was founded in 1885 and is a subsidiary of Fiduciary Co., Inc. They provide strategic investment advice to institutions, endowments, personal foundations and other clients that require additional manager diversification or asset class exposure. Their advice spans from dynamic asset allocation recommendations to a full spectrum of third-party manager solutions.

Columbia Threadneedle (EM) Investments Ltd. (Columbia Threadneedle EMI) is a specialist fund management firm headquartered in London, UK. The firm was founded in 1995 and formerly known as LGM Investments Ltd. In 2021, they became a wholly owned subsidiary of Columbia Threadneedle Investments UK International Ltd., which is owned by Ameriprise Financial, Inc. (NYSE: AMP) in the US. The legal entity of LGM Investments Ltd. became Columbia Threadneedle (EM) Investments Ltd. in 2022. Columbia Threadneedle EMI provides a broad range of actively managed investment strategies and solutions for individual, institutional and corporate clients around the world.

Lloyd George Management (Hong Kong) Ltd. (LGM-HK) is the investment management subsidiary of the Bank of Montreal (NYSE: BMO) in Canada. Founded in 1991, the firm is a specialist investor which manages funds in Asian and global emerging markets for institutions, pension funds, governments and local authorities, endowments, foundations and private investors. They focus on Asian mandates and also offer a range of mutual funds.

Lloyd George Investment Management Bermuda Ltd. is the investment management subsidiary of Bank of Montreal (NYSE: BMO) in Canada. Founded in 1991, the firm is located in Hamilton, Bermuda. They manage the Lloyd George Emerging Markets Fund LLC and the Lloyd George Emerging Markets Total Return Fund LLC.

Polen Capital HK Ltd. (Polen Capital) is an asset management firm headquartered in Hong Kong. The firm was founded in 2013 as BMO Global Asset Management (Asia) Ltd. They are a subsidiary of LGM (Bermuda) Ltd., which is owned by Bank of Montreal (TSE: BMO) in Canada. Polen Capital provides discretionary investment advice to (1) government organizations, funds, institutional and intermediary investors through separately managed accounts; and (2) funds sponsored by the firm.

Sui Generis Canada Partners GP Ltd. provides investment advisory services. It focuses on public equity investment services. The company was founded by Daniel Lloyd and is headquartered in Toronto, Canada.