Rupert C. Morrell

Castlefield Investment Partners LLP (Castlefield) is the investment management subsidiary of Castlefield Partners Ltd. in Great Britain. Established in 2002, the firm is based in Manchester is a specialist investment manager for institutional investors, primarily charities and group pension schemes. The firm operates under the trading name Castlefield Investments and manages the Castlefield Premier family of funds.

TT International Asset Management Ltd. (TT International) is the Great Britain-based asset management subsidiary of SMBC Asset Management Services (UK) Ltd., which is owned by Sumitomo Mitsui Financial Group, Inc. (TYO: 8316) in Japan. Headquartered in London, the firm was founded in 2019 and manages investment portfolios of equity long-only and long/short strategies for institutional investors.

Artemis Investment Management LLP (AIM) is a Great Britain-based investment management firm headquartered in London with an additional office in Edinburgh. The firm was founded in 1997 and is a subsidiary of Artemis Strategic Asset Management Ltd., itself a subsidiary of Affiliated Managers Group, Inc. (NYSE: AMG) in the US. AIM manages a range of funds, investment trusts, hedge fund products, venture capital trusts, and pooled and segregated institutional portfolios for both retail and institutional investors.

Credit Suisse Asset Management Ltd. (CSAM) is the wholly-owned, Great Britain-based asset management subsidiary of Credit Suisse Asset Management (UK) Holding Ltd., itself a subsidiary of Credit Suisse Group AG (SWX: CSGN, NYSE: CS) in Switzerland. Founded in 1982, the firm is headquartered in London and offers a wide range of investment products and functions across asset classes and investment styles for various clients including governments, institutions, corporations and private individuals.

abrdn Investments Ltd. (aIL) is an asset management firm headquartered in Midlothian, UK. The firm was founded in 1987 and formerly known as Aberdeen Asset Managers Ltd. They are a wholly-owned subsidiary of abrdn Holdings Ltd., wholly-owned by abrdn Plc (LON: ABDN). aIL provides their clients with discretionary and non-discretionary asset management and related services across a broad range of investment strategies and asset classes. They also offer an alternative platform which encompasses multi-manager research, selection and portfolio management for hedge funds strategies.

Thames River Capital LLP (TRC) is a specialist fund management firm headquartered in London, UK. The firm was founded in 1998 and is a subsidiary of Columbia Threadneedle Capital (UK) Ltd., ultimately held by Ameriprise Financial, Inc. (NYSE: AMP) in the US. TRC provides specialist fund management services to professional investors and institutions in the UK and worldwide, through several single and multi-manager funds.

Aviva Investors Global Services Ltd. (AIGSL) is the wholly-owned asset management subsidiary of Aviva Investors Holdings Ltd., ultimately held by Aviva plc (LSE: AV, ADR: AV) in Great Britain. Previously known as Morley Fund Management Ltd., the firm was founded in 1973, merged with Norwich Union Investment Management Ltd. in 2000 and underwent restructuring in 2008. Headquartered in London, AIGSL provides investment management services and related advisory to various subsidiaries of the Aviva Group and external clients such as retail funds, pension funds, and other institutional investors.

AMP Capital Investors (UK) Ltd. (AMPCI) is an asset management firm headquartered in London, UK. The firm was founded in 2005 and is a subsidiary of AMP Capital Investors International Holdings Ltd., which is ultimately held by AMP Ltd. (ASX: AMP) in Australia. AMPCI provides investment advisory and management services to individual and institutional clients.

Brooks Macdonald Asset Management Ltd. (BMAM) is the specialist investment subsidiary of Brooks MacDonald Group Plc (LON: BRK) in Great Britain. The firm was founded by Jonathan Gumpel and Richard Spencer in 1997 as Brooks Macdonald Gayer Asset Management Ltd. and changed their name to Brooks Macdonald Asset Management Ltd. in 2002. BMAM is headquartered in London with offices throughout Great Britain. They offer a range of investment management services and advice to individuals, pension funds, institutions, charities and trusts in the UK and internationally.

CFA Society of the UK is an association of investment professionals based in the UK. The British company was founded in an unspecified year.

Indian Energy Ltd. owns and operates wind assets within the portfolio. The company was founded by Pankaj Agarwal, James C. Pockney and Rupert Strachwitz on March 16, 2007 and is headquartered in St. Peter Port, the United Kingdom.

Barclays Investment Solutions Ltd. (BISL) is the investment management subsidiary of Barclays Bank Plc (Private Banking), the private banking division of Barclays Bank Plc (LON: BARC, ADR: BCS) in Great Britain. The firm was founded in 1992. They were previously known as Gerrard Investment Management Ltd. until 2017. BISL is headquartered in London and has offices throughout Great Britain where they manage investments for high-net worth individuals, charities, trusts, private clients and pension funds.

JPMorgan Elect Plc is a closed-end investment company. It offers three investment choices: Managed Growth, Managed Income, and Managed Cash. The Managed Growth includes long term capital growth from investing in a range of investment trusts and open-ended funds. The Managed Income comprises growth of income with potential for a long term capital growth by investing primarily in UK equities. The Managed Cash invests primarily in GBP denominated short-term debt securities. The company was founded on September 16, 1999 and is headquartered in London, the United Kingdom.

KPMG LLP (United Kingdom) provides audit, advisory, and tax services. Its audit and assurance services encompass accounting advisory, financial reporting publications, financial state audit, internal audit, and revenue recognition. The firm's tax and pension services include statutory residency test, pension, personal tax investigations, tax management consulting, tax technology, legal services, tax value chain, employment issues, indirect tax, and tax policy cycle. KPMG was founded in 1987 and is headquartered in London, the United Kigdom.

Baring Asset Management Ltd. (Barings UK) is the Great Britain-based subsidiary of Barings Europe Ltd., ultimately held by Massachusetts Mutual Life Insurance Co. in the US. Barings traces its origins to 1762 when it was founded in London as a firm of merchants and merchant bankers. They were an asset management pioneer in the UK and set up an Investment Department in 1955. In 1989, all of Barings' asset management activities were consolidated within Baring Asset Management. Headquartered in London, the firm manages assets on behalf of pension funds, pooled vehicles, governments, charities and high-net worth individuals. Barings UK offers a wide range of equity and fixed-income mutual funds in both domestic and international markets. They are a socially responsible investor which takes environmental and socially responsible investment issues into account and seek guidance from clients.