Kim Lau

Marathon Asset Management Ltd. (dba Marathon-London) is an independent investment management firm headquartered in London, UK. The firm was founded by Neil M. Ostrer in 2019. Marathon-London provides discretionary investment management services to corporate pension and profit-sharing plans, charitable institutions, foundations, educational institutions, endowments, state and government entities such as sovereign funds, registered mutual funds, pooled investment vehicles such as non-US funds which includes undertakings for collective investment in transferable securities, alternative investment funds plus other institutional investors and corporations.

M&G Investment Management Ltd. (MAGIM) is the asset management subsidiary of MG FA Ltd., ultimately owned by M&G Plc (LON: MNG) in Great Britain. Formerly known as Prudential Investment Management Ltd., the firm was founded in 1968 and is headquartered in London. MAGIM provides investment management for a broad range of clients, with a product range that includes segregated mandates for institutions as well as retail mutual funds for individuals.

Liontrust Portfolio Management Ltd. (LPM) is a specialist fund management boutique headquartered in London, UK. The firm was founded in 2002 by James de Uphaugh, Chris Field, Simon Hazlitt, Rob Harris and Adam Parker. Formerly a subsidiary of Majedie Investment Plc (LSE: MAJE), the firm was acquired by Liontrust Asset Management Plc (LON: LIO) in 2022 and has been renamed under this acquisition from Majedie Asset Management Ltd. to Liontrust Portfolio Management Ltd. LPM manages equity portfolios for institutional clients. Portfolios may be structured as separate managed accounts as well as private funds.

Odey Asset Management LLP (OAM) is the Great Britain-based, alternative investment management subsidiary of Odey Asset Management Group Ltd., itself a subsidiary of Odey Holdings AG in Switzerland. The firm was founded by Crispin Odey in 1991 as Odey Partners LLP. Headquartered in London, OAM provides investment advice to hedge funds, funds of hedge funds, retail and institutional mutual funds and their affiliated collective investment schemes. They also offer investment advice through its managed accounts to banks and thrift institutions, pension and profit-sharing plans, trusts, estates and charitable organizations, corporations and high net-worth individuals.

MFS International (UK) Ltd. (MFSI UK) is an asset management firm headquartered in London, UK. The firm was founded in 1995 and is a subsidiary of MFS International Holdings Pty Ltd., ultimately held by Sun Life Financial, Inc. (NYSE, TSX: SLF) in Canada. MFSI UK provides a range of financial products and services, such as mutual fund management, to individual and institutional investors.

Hermes Investment Management Ltd. (HIML) is an asset management firm headquartered in London, UK. They are a subsidiary of Federated Hermes Ltd., ultimately held by Federated Hermes, Inc. (NYSE: FHI) in the US. In 1990, the firm was founded as PostTel, subsequently changing their name to PosTel Financial Asset Management Ltd. They changed their name to Hermes Investment Management Ltd. in 1995. HIML provides discretionary and non-discretionary investment management services to institutional clients.

Genesis Investment Management LLP (GIML) is an investment management firm headquartered in London, UK. The firm was founded in 1989 and is a subsidiary of AMG Genesis LLC, ultimately held by Affiliated Managers Group, Inc. (NYSE: AMG) in the US. GIML provides portfolio management services to institutional investors.

Futurebuilders England Ltd. provides investment advisory services. The firm services offer strategic support such as legal services and pro bono consultancy services. It also provides international advisory services specializing in developing fund models designed to develop an “investment ready” pipeline of charities and social enterprises, helping create new impact investment funds and bringing new investors to the market. The company was founded in 2002 and is headquartered in London, the United Kingdom.

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.

RWC Partners Ltd. provides investment advisory services. Its activities portfolio include convertible bonds, European equity, Japan active engagement, equity income, emerging and frontier market equity, and global horizon equity. The company was founded by Chris Simon Maude, John Hugh Innes, and Mark Robert Hadsley-Chaplin in 2000 and is headquartered in London, the United Kingdom.

Insight Investment Management (Global) Ltd. (Insight) is the UK-based specialist asset management subsidiary of Insight Investment Management Ltd., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK) in the US. Headquartered in London, the firm was founded in 1964 as an in-house asset manager for the insurance assets of HBOS, and was acquired by Bank of New York Mellon Corp. in 2009. The firm provides liability-driven investment solutions, fixed-income and alternative investments for a range of clients which includes pension funds, corporates, local authorities, insurers, sovereign wealth funds, wealth managers, financial institutions and individual investors. Insight is a founding signatory of the UN Principles for Responsible Investment (UNPRI).

Hosking Partners LLP is a global equity investment boutique headquartered in London, UK. The firm’s origins date back to 2013 though prior to this Jeremy Hosking was head of the Global Equity division of Marathon Asset Management, a firm he co-founded in 1986. Hosking Partners offers investment management services to institutional clients through both segregated mandates and pooled vehicles. The client base comprises foundations and endowments, superannuation funds and corporate pension funds.

Threadneedle Asset Management Ltd. (Threadneedle AM) is the wholly-owned global asset management subsidiary of TC Financing Ltd., ultimately held by Ameriprise Financial, Inc. (NYSE: AMP) in the US. Headquartered in London, the firm was founded in 1994 and manages assets for a range of clients which includes pension schemes, insurance companies, private investors and corporations. Threadneedle AM is a socially responsible investor which believes they have a responsibility to, and will benefit from, exercising environmental and social stewardship throughout their firm.

Marathon Global Fund Plc operates as an open-end investment firm with variable capital. The company was founded on October 26, 2007 and is headquartered in Dublin, Ireland.

Hosking & Co. Ltd. provides investment advice. It manages global equity portfolios with flexible investment guidelines for a limited number of institutional clients worldwide. The company was founded by Jeremy John Hosking in 2013 and is headquartered in Dublin, Ireland.

Jupiter Asset Management Ltd. (JAM) is an investment management firm headquartered in London, UK. The firm was founded in 1985 and is a subsidiary of Jupiter Investment Management Group Ltd., ultimately owned by Jupiter Fund Management plc (LON: JUP). They were previously a subsidiary of Commerzbank AG until 2007 when their senior management acquired the firm through a management buyout. The firm offers a range of actively managed strategies available to UK and international clients including equities, fixed income, multi-asset and alternatives. JAM is a signatory on a number of key initiatives such as the UN Principles for Responsible Investment.

T. Rowe Price International Ltd. (Price International) is an investment management firm headquartered in London, UK. The firm was founded in 1979 and is a subsidiary of T. Rowe Price Associates, Inc., itself a subsidiary of T. Rowe Price Group, Inc. (NYSE: TROW) in the US. They provide investment management services to a global client base. Price International is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI).

Statesman Rail Ltd. is a British company founded in 2007 that offers luxurious train travel experiences across the British Isles. The private company is based in Hayle, UK. Passengers can enjoy stunning landscapes and indulge in the finest regional food and drink while being served on board the celebrated Statesman train.

Part of Locomotive Services Ltd., The Steam Dreams Rail Co. Ltd. is a British company that provides travel arrangement services. The company is based in London, UK. The company was founded in 2018. The Steam Dreams Rail Co. was acquired by Locomotive Services Ltd. on June 01, 2022.

The Hosking Charitable Trust is a non-profit organization founded in 2018. The British company operates as a charitable trust.

Part of Locomotive Services Ltd., Locomotive Storage Ltd. is a British company that provides storage services. The company is based in Crewe, UK and was founded in 2013.

Royal Scot Locomotive & General Trust is a charity trust founded in 2009 that provides locomotive education to the general public.

Part of Palace Holdco UK Ltd., Palace Midco UK Ltd. functions as an investment holding company. The company is based in London, UK and was founded in 2015.

Locomotive Services Ltd. operates rail tours using heritage steam and diesel locomotives. The private company is based in London, UK, and has subsidiaries in the United Kingdom. It was founded in 2004.

West Coast Railway Co. Ltd. operates charter trains. The private company is based in Carnforth, UK. The British company was founded in 1998. The CEO is Patricia Marshall.

Baillie Gifford & Co. is an independent, global investment management firm headquartered in Edinburgh, UK. The firm was founded in 1908 and is wholly-owned by their partners. Baillie Gifford manages assets for pension funds, institutions, corporates, foundations, charities and retail investors. They are a socially responsible investor which works with their fund managers to assess ESG concerns both before and after investing in companies.