First Sentier Investors (us) LLC

First Sentier Investors (US) LLC, established in February 2014 and registered with the SEC in April 2015, is a subsidiary of First Sentier Investors, a global asset management business with $134.9bn assets under management as of December 31, 2024. The firm, ultimately owned by Mitsubishi UFJ Financial Group, offers tailored investment advice primarily to institutions, including discretionary investment management services. FSI US manages private investment vehicles and U.S. mutual funds, with regulatory assets under management totaling $922,126,597 as of December 31, 2024. Fees are negotiated case-by-case, with management fees based on a percentage of assets under management and performance-based fees. Clients may incur additional fees and expenses charged by third parties. FSI US acts as a fiduciary and provides investment discretion, tailoring services and fees to clients' needs. Investment strategies include Global Listed Infrastructure, Global Property Securities, Stewart Investors, and Igneo Infrastructure Partners. The firm emphasizes responsible stewardship, transparency, and accountability in its investment approach. Clients include institutional investors, and the firm does not participate in wrap fee programs. FSI US has no material legal or disciplinary events to report and does not receive additional compensation for client referrals. The firm has custody of Private Funds' assets and accepts discretionary authority to manage securities accounts. Proxy voting rights are exercised with careful consideration of each resolution, guided by a corporate governance policy. FSI US does not require prepayment of advisory fees and has a sound financial standing.