Aziz Hamzaogullari is the founder and chief investment officer of the Growth Equity Strategies Team at Loomis, Sayles & Company. He is the portfolio manager of the Loomis Sayles Large Cap Growth, All Cap Growth, Global Growth and International Growth strategies, including the Loomis Sayles Growth, Global Growth and International Growth mutual funds and products outside the U.S.1 Aziz is also an executive vice president and a member of the firm’s Board of Directors. He joined Loomis Sayles in 2010 from Evergreen Investments where he was a senior portfolio manager and managing director.

Wesley is a senior portfolio manager of the Sands Capital Select Growth strategy and a research analyst. He joined Sands Capital in 2004 as a research associate covering life sciences and was promoted to research analyst in 2006 and senior research analyst in 2009. In 2015, he became a co-portfolio manager of the firm’s Select Growth strategy. Wesley received a BS in economics from the University of Pennsylvania. He is a CFA® charterholder.

Tom is a co-portfolio manager of the Sands Capital Select Growth strategy and a research analyst. He joined Sands Capital in 2005 as a research associate covering technology and was promoted to research analyst in 2008. In 2012, Tom was named co-portfolio manager of the Technology Innovators strategy. He was promoted to senior research analyst in 2016 and, in 2017, was named co-portfolio manager of the Select Growth strategy. Tom was promoted to senior portfolio manager in 2021. Tom received a BA in chemistry and a BS in physics and engineering from Washington and Lee University. He is a CFA® charterholder.

Brandon Pizzurro serves as Chief Investment Officer over all investment-related lines of business within GuideStone. In this capacity, he serves as President of both GuideStone Capital Management, LLC (“GSCM”), the investment adviser to GuideStone Funds, and GuideStone Investment Services (“GSIS”), which provides investment advisory services to nonprofit institutions. He is also an Interested Director of the Board of Directors of GuideStone Funds. Mr. Pizzurro is a member of the executive leadership team for the parent company, GuideStone, and chairs both the organization’s Committee on Faith-Based Investing, which directs GuideStone’s faith-based research efforts, as well as the Investment Committees of GSIS and GSCM, which approve all new investments for use on the GuideStone platform. Mr. Pizzurro joined GuideStone in 2017 and most recently served as Director of Public Investments, where he led the public markets complex in overseeing all aspects of the management of the GuideStone Funds lineup of registered mutual funds. Prior to assuming his responsibilities at GuideStone, Mr. Pizzurro spent 13 years in roles of increasing investment responsibility and scope at First Command Financial Services, 1st Global and Morgan Stanley. Mr. Pizzurro holds a Bachelor of Business Administration degree in Finance and Real Estate from Baylor University. He is a CERTIFIED FINANCIAL PLANNER™ certificant and a member of both the CFA Institute and the CFA Society of Dallas/Fort Worth.

Joe Wilson, Managing Director of JPMIM, is the lead portfolio manager on the Fund and is a member of the U.S. Equity Growth portfolio management team. Jason Yum, Executive Director of JPMIM and a CFA charterholder, is a research analyst focused on the technology sector on the U.S. Equity Growth investment team. As part of the team’s investment process Messrs. Wilson and Yum meet to discuss the merits and risks of investment ideas for the Fund. Messrs. Wilson and Yum follow the same investment process, philosophy and research resources, and in Mr. Wilson’s absence, Mr. Yum will be responsible for the day-to-day management of the portfolio. Mr. Wilson has been a portfolio manager in the JPMorgan U.S. Equity Group since 2017 and joined JPMIM in 2014. Mr. Yum has worked as a research analyst for JPMIM since 2021 and has been a technology analyst in the industry since 2010.

Mr. Devulapally is a Managing Director at J.P. MORGAN INVESTMENT MANAGEMENT INC and a portfolio manager in the JPMorgan U.S. Equity Group. He has been with the firm since 2003. Prior to joining the firm, he worked for T. Rowe Price for six years, where he was an analyst specializing in technology and telecommunications. Giri received a B.S. in electrical engineering from the University of Illinois and an M.B.A. with a concentration in finance from the University of Chicago. He is a CFA charterholder.

Jim Golan, CFA, partner, is a portfolio manager on William Blair’s Large Cap Growth strategy and a research analyst covering U.S. large-cap technology stocks. From 2000 until 2005, when he assumed his current role, Jim was a research analyst focusing on financial, technology, industrial, and resource stocks. Before joining William Blair in 2000, he worked at Citigroup Global Asset Management, where he was a global research team leader for the telecommunications sector and a key member of the team that devised valuation metrics for standardizing the analysis of U.S. and international companies. Jim began his career at Kemper Financial as a research analyst covering telecommunications, technology, energy, industrial, food, and beverage companies. He is a member of the CFA Institute and the CFA Society Chicago. Jim received a B.A. in economics from DePauw University and an M.B.A. in finance from Northwestern University’s Kellogg Graduate School of Management.

David Ricci, CFA, partner, is a portfolio manager on William Blair’s Large Cap Growth strategy, which he joined in 2011. From 2005 to 2018, he was also a portfolio manager on the Mid Cap Growth strategy. Previously, he was the group head for the consumer sector, focusing on specialty retail and e-commerce companies, in William Blair’s sell-side research group. Before joining William Blair in 1994, David gained extensive experience at Procter & Gamble, Melville, and Bain & Company. He is a member of the CFA Institute and the CFA Society Chicago. David received a Sc.B., magna cum laude, from Brown University and an M.B.A. from Harvard Business School.

Ms. Fleiss is a Managing Director at JPMIM and a co-portfolio manager in the JPMorgan U.S. Equity Group. She has been with the firm since 2012.

Larry H. Lee, managing director, is a research analyst and portfolio manager within the U.S. Equity Group. Mr. Lee joined JPMorgan in 2006 and covers the financials and business services sector; he is also a co-portfolio manager of the JPMorgan Large Cap Growth Strategy. He holds a B.A. in Economics from Stanford University and an M.B.A. from University of Chicago.

Robert Maloney, executive director, is a research analyst within the U.S. Equity Group. An employee since 2013, Robert is responsible for the industrials and energy sectors for the J.P. Morgan Large Cap Growth Strategy. Prior to joining the firm, Robert spent ten years as a sell side analyst at Morgan Stanley and Credit Suisse. At Morgan Stanley Robert served as the lead associate on their Large Cap Industrials team and later as the senior analyst covering Small/Mid Cap Industrials. Robert also worked as the industrials trading desk analyst at Morgan Stanley and Credit Suisse covering a broad-range of industrial verticals. Prior to that Robert worked as a consultant to the US Department of Defense and the United Nations. Robert holds a B.A. in International Politics from the Georgetown University School of Foreign Service. He is a member of the CFA Institute and a CFA charterholder.

Jennifer is responsible for providing oversight to the Centralized Portfolio Management (CPM), Global Equity, Institutional CPM and Large Case Custom Core Portfolio Management teams. Prior to her current role, she was responsible for leading the CPM Portfolio Management team. Before joining Parametric in 2005, she was an investment associate at Merrill Lynch.

Gordon is primarily responsible for overseeing portfolio management for the Custom Core Equity product. Prior to joining Parametric in 2004, he led the investment manager due diligence effort for an institutional investment consulting group within UBS Financial Services.

Betcher joined Sands Capital in 2021. He has investment experience dating back to 2014.