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Value Line, Inc. was founded in 1931 and is based in New York, New York. Value Line, Inc. is a subsidiary of Arnold Bernhard & Co., Inc. Value Line, Inc. (Value Line) is principally engaged in the business of producing investment-related periodical publications and making available copyrighted data, including Value Line ranking system information and other information under agreements to third parties for use in selecting securities for third party marketed products, such as unit investment trusts, closed-end fund products and exchange traded funds, and providing investment management services to the Value Line Funds and other managed accounts. The Company is organized in two segments: Investment Periodicals, Related Publications and Copyright Data, and Investment Management. The investment-related periodicals offered by Value Line Publishing Inc., a wholly owned subsidiary of the Company, cover investments, including stocks, mutual funds, options and convertible securities. As of April 30, 2009, the Company was the investment adviser for the Value Line Mutual Funds, which consisted of 14 mutual funds.

vCap Investments LLC company was founded as Alexander Securities in 1998 by David Granzotti, who launched the company's first hedge fund the following year. vCap Investments is an asset management firm that specializes in four areas: asset management for clients who need investment and financial planning; the private client group, through which is focuses on high-net-worth clients; alternative investments, such as hedge funds; and capital introductions, best described as introducing hedge fund managers to investors. It also offers futures and currency trading.

Virgin Money offers savings and investment vehicles such as individual savings accounts, pension plans, unit trusts, and deposit accounts. It also offers personal loans and home, car, life, pet, and travel insurance. Virgin Money has launched a successful credit card, with services reaching into Australia and South Africa. In 2010 it bought small UK private bank Church House Trust as a platform to offer retail banking. Virgin Money is looking to the US for expansion as well. Also in 2010 US billionaire Wilbur Ross (through WL Ross) arranged to acquire a 21% stake in the company for some $100 million ($152 million). A unit of Sir Richard Branson's Virgin Group, Virgin Money was founded in 1995.

Virtus Investment Partners, Inc. (Virtus) is a provider of investment management products and services to individuals and institutions. It operates a multi-manager investment management business, comprised of affiliated managers, each having its own distinct investment style, autonomous investment process and brand. Virtus provide the products in a number of forms and through multiple distribution channels. The retail products include open-end mutual funds, closed-end funds and separately managed accounts. The fund family of open-end funds is distributed primarily through intermediaries. Retail separately managed accounts are comprised of intermediary programs, sponsored and distributed by unaffiliated brokerage firms, and private client accounts, which are offerings to the high net-worth clients of the affiliated managers. The Company also manages institutional accounts for corporations, multi-employer retirement funds and foundations, endowments and special purpose funds.

Waddell & Reed Financial, Inc. was founded in 1937 and is based in Overland Park, Kansas. Waddell & Reed Financial, Inc. conducts business through its subsidiaries. The Company is engaged in providing investment management, investment product underwriting and distribution, and shareholder services administration to mutual funds and institutional and separately managed accounts. The Company operates its business through three distribution channels. Its retail products are distributed through its sales force of registered financial advisors (the Advisors channel) or through third-parties, such as other broker/dealers, registered investment advisors (including the retirement advisors of the Legend group of subsidiaries (Legend)) and various retirement platforms, (collectively, the Wholesale channel). It also markets its investment advisory services to institutional investors, either directly or through consultants (the Institutional channel). On July 15, 2009, the Company sold of its interest in its wholly owned subsidiary, Austin, Calvert & Flavin, Inc. (ACF).

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