F. James Cowan

Blum Capital Partners LP (Blum Capital) is an independent investment management firm headquartered in San Francisco, California. The firm was founded by Richard C. Blum in 1975. Blum Capital provides investment management services to various private, pooled investment funds. Investors in the funds include corporate and state/local pension and profit-sharing plans, trusts, endowments, foundations, charitable organizations and estates, corporations, limited partnerships, limited liability companies, banks and thrift institutions, and high net-worth individuals.

Harris Associates LP (Harris) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1976 and is a direct subsidiary of Natixis Investment Managers LLC, which is ultimately owned by BCPE’s Natixis SA (Natixis) (PAR: KN), a French investment banking and financial services firm. Harris primarily provides discretionary investment advisory services to individuals and institutions, including registered investment companies. The firm also provides investment advisory services to wrap programs, mutual funds, private investment partnerships and other pooled investment vehicles.

Yacktman Asset Management LP (Yacktman) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded in April 2012 to succeed to the business of Yacktman Asset Management Co., which had served long-term oriented investors since 1992. They are a subsidiary of Gotham Acquisition LP LLC, ultimately owned by Affiliated Managers Group, Inc. (NYSE: AMG). Yacktman provides investment management and supervisory services on a discretionary basis and, for a limited number of clients, on a non-discretionary basis. Their clients include high net-worth individuals, investment companies, pooled investment vehicles, pension and profit-sharing plans, estates, trusts, or charitable organizations, and corporations or business entities.

Wasatch Advisor Holdings LP (Wasatch) is a SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by Samuel Stewart and David Wagstaff in 1975. They are a subsidiary of Wasatch Advisor Holdings LP, owned by WA Holdings, Inc. Wasatch provides discretionary investment advice for a variety of clients, which includes mutual funds, collective trusts, separately managed accounts and sub-advised products.

Provident Investment Management LLC (Provident) is an investment advisory firm headquartered in Chattanooga, Tennessee. The firm is a direct, wholly-owned subsidiary of Unum Group (NYSE: UNM). Provident provides investment solutions for various clients.

AxisPointe, Inc. engages in the provision of technology solutions to eliminate construction risk and improve efficiency. It offers third party quality assurance services, InSiteMobile, InSite Vendor, InSite Wrap, HomeProfile, BuilderCertified, builder on call, expert online, document management, services request system, claim and litigation products. It serves home builders and contractors. The company was founded by Andrew K. Smith in 2002 and is headquartered in El Cajon, CA.

Vanco Payment Solutions, Inc. provides payment transaction processing services. It accepts electronic payment including: credit and debit card, electronic check, mobile access webpay, messaging, and through kiosk. The firm also provides service through MyVanco access, an online resource that allows managing electronic payment where payments are entered, reports are generated, and downloaded. The company was founded in 1998 and is headquartered in Atlanta, GA.

Summit Global Investments LLC (SGI) is a SEC-registered investment advisor headquartered in Bountiful, Utah. The firm was founded by David “Dave” Harden and Bryce Sutton in 2010 and is a subsidiary of Summit Global LLC. SGI’s investment advisory services are primarily limited to the discretionary management of investment portfolios for investment companies, institutional investors, pension and profit-sharing plans, trusts, corporate and business entities, and individual clients.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers.

Evergreen Investments & Management LLC is a venture capital firm founded in 1997 by Terry G. Bryant and Doug Smith. The firm is headquartered in Brentwood, Tennessee.

SG Trading Solutions LLC, a subsidiary of Harden Capital LLC, is a company headquartered in Bountiful, UT, that provides investment advice. It was founded in 2022.