Salter Brothers Emerging Companies Ltd. · ASX:SB2
Salter Brothers Emerging Companies — Investor Presentation (March 2026)
15 slides from Salter Brothers Emerging Companies's investor presentation, Mar 10, 2026
Slide 1: Salter Brothers Emerging Companies Limited (ASX: SB2)
SALTE R B ROTH E RS For personal use only EMERGING COMPANIES LIMITED (ASX CODE: SB2)
Slide 2: Important – General Information and Disclaimer
IMPORTANT – GENERAL INFORMATION AND DISCLAIMER This document has been prepared by Salter Brothers Funds Management Pty Ltd ACN 608 295 683 (SBFM), a This document is being provided to you on the basis that you are, and you represent and warrant that you are, a corporate authorised representative of
Slide 3: Contents
CONTENTS 1. Executive Summary For personal use only 2. Investment Team 3. Listed Portfolio 4. Unlisted Portfolio 5. SB2 Two-Year Comparison 6. Investment Case 7. SB2 Portfolio Positioning 8. Independent Rating 9. Sector Review 10. Q&A 11. Contacts S A LT E R B R O T H E R S | E M E R G I N G C O M P
Slide 4: Executive Summary
1. EXECUTIVE SUMMARY › Salter Brothers is a global alternatives asset manager. The firm manages over A$10.3 billion through its various business lines, For personal use only including investment mandates of over A$5.4 billion, trustee and administration services for over A$4.0 billion in assets, and
Slide 5: Investment Team
2. INVESTMENT TEAM Gregg Taylor Emily Mohan Head of Equities Investment Director 25 years’ experience 12 years’ experience For personal use only Previous: Schroders, Bombora Previous: iPartners, Bombora Gregg has extensive institutional investment experience Emily’s experience spans across Funds Man
Slide 6: Listed Portfolio
3. LISTED PORTFOLIO Portfolio Focus Listed Portfolio Breakdown* › Actively managed Australian small caps investment For personal use only portfolio that seeks to provide investors with attractive risk adjusted returns over the long term. › Investing in listed and unlisted emerging companies (sub $50
Slide 7: Unlisted Portfolio
4. UNLISTED PORTFOLIO Unlisted Investments now account for ~9%* of the total SB2 portfolio* and provide a potential near term catalyst For personal use only Unlisted Holdings* › PelicanCorp delivers specialised › Bike Exchange is a premier global software and services to marketplace for bicycles, of
Slide 8: SB2 Two-Year Comparison
5. SB2 TWO-YEAR COMPARISON SB2 Current Portfolio Portfolio Two Years Prior Present Portfolio Discount* (As at 28/2/2026) (29/2/2024) Discount Comparison For personal use only › SB2 trading at a -27.1% discount to it’s › SB2 trading at a -36.3% discount to it’s 1.084 1.084 post tax NTA.* post tax NTA
Slide 9: Investment Case: Ai-Media
6. INVESTMENT CASE › Ai‑Media is a global provider of AI-driven captioning, transcription and language technology solutions servicing broadcasters, enterprises and government customers, transitioning from a labour- intensive transcription services model to a scalable technology led Ai-Media Price Ch
Slide 10: Investment Case: Symal
6. INVESTMENT CASE › Symal is an Australian founder-led business which provides Symal Price Chart (ASX:SYL) construction contracting, equipment hires, material sales, For personal use only recycling and remediation services to the civil construction industry in Australia. The company has a strong tr
Slide 11: SB2 Portfolio Positioning
7. SB2 PORTFOLIO POSITIONING Key Holdings Market Cap Sector Company Description 1. WRKR Ltd Wrkr is a regulatory technology business for Australian employers helping to simplify and streamline $270m Business Software (ASX:WRK) workforce compliance from hire to retire. For personal use only 2. Betr E
Slide 12: Sector Review
8. SECTOR REVIEW Industry and Index YTD month Industry and Index YTD Performance 200 ASX: XSI Industry and Index YTD Performance 200 ASX: XSI ASX: XSR For personal use only ASX: XSR ASX:XNJ 180 ASX:XNJ ASX Small Resources 180 ASX:XJR (ASX:XSR) ASX:XJR ASX:XTX ASX:XTX 160 160 ASX Large Resources (ASX
Slide 13: SB2 Independent Review
9. SB2 INDEPENDENT REVIEW For personal use only SB2 has received a rating from SQM. The report can be accessed by wholesale investors and licensed financial advisors. For a copy, please follow this link SB2 Rating. S A LT E R B R O T H E R S | E M E R G I N G C O M PA N I E S L I M I T E D | M A R C
Slide 14: Q&A
For personal use only Q&A Q&A S A LT E R B R O T H E R S | E M E R G I N G C O M PA N I E S L I M I T E D | M A R C H 2 0 2 6 14
Slide 15: Contact Us
CONTACT US Gregg Taylor Head Office Investment Director Level 9, 477 Collins St For personal use only & Head of Equities Melbourne VIC 3000 Australia E | gregg.taylor@salterbrothers.com.au Sydney Office Level 36, 264 George St Yossi Kraemer Sydney NSW 2000 Australia Co‑head Capital Partnerships Bris
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