Teaminvest Private Group Ltd · ASX:TIP

Teaminvest Private — Investor Presentation (December 2024)

29 slides from Teaminvest Private's investor presentation, Dec 13, 2024

  1. Slide 1: Presentation for Australian Shareholders Association

    For personal use only Teaminvest Private Group Limited ASX: TIP Presentation for Australian Shareholders Association 13 December 2024 TIP GROUP © Copyright 2024 1 An ASX-listed investment house focused on compounding knowledge and wealth

  2. Slide 2: Important Notice and Disclaimer

    Important Notice and Disclaimer This presentation is issued by Teaminvest Private Group Limited (ACN 629 045 736) (TIP or the Group). The information contained in this document is of a general nature and is not intended to address the objectives, financial situation or needs of any particular indivi

  3. Slide 3: Contents

    Contents For personal use only Who is TIP Group? Noble purpose We compound knowledge and wealth How do we get great returns? Mission We use proprietary, research driven, insights to create better How can you participate? investors and better businesspeople TIP. ASX as an investment Vision To build a

  4. Slide 4: TIP is an ASX listed investment house

    For personal use only TIP is an ASX listed investment house focused on compounding knowledge and wealth. TIP GROUP © Copyright 2024 4 An ASX-listed investment house focused on compounding knowledge and wealth

  5. Slide 5: Using this approach, we have track record

    Using this approach, we have:  23-year track record of teaching listed For personal use only equity investors to achieve >16% p.a. gross compounded return1; Our mission: We use proprietary, research driven, insights to create better investors and better businesspeople  Spent 12-years applying thes

  6. Slide 6: How do we do it?

    For personal use only How do we do it? TIP GROUP © Copyright 2024 6 An ASX-listed investment house focused on compounding knowledge and wealth

  7. Slide 7: Is it possible to beat the index?

    The Efficient Markets Hypothesis says Is it possible to asset prices reflect all available information, making it impossible to “beat the market” on For personal use only beat the index? a consistent basis. Supported by decades of academic research. No replicable theory yet developed that consistent

  8. Slide 8: Let's step back to first principles

    Let’s step back to first principles In the stock market, returns come from only two places: For personal use only Share price + rise How can you get this combination to average 15% - 20% with low risk? TIP GROUP © Copyright 2024 8 An ASX-listed investment house focused on compounding knowledge and w

  9. Slide 9: Principle 1: How do share prices rise?

    Principle 1: How do share prices (or business value) rise? For personal use only Price = EPS * P/E ratio For Share Price to rise, either: EPS & or or P/E EPS P/E must both rise must rise must rise (BEST RESULT!) TIP GROUP © Copyright 2024 9 An ASX-listed investment house focused on compounding knowl

  10. Slide 10: Principle 2: How do dividends rise?

    Principle 2: How do dividends rise? For personal use only Dividends = EPS * Payout Ratio For Dividends to rise, either: Is there a ceiling to the payout ratio? Is there a common factor? In the long-term, or Payout dividends can only EPS ratio rise if EPS rises must rise must rise TIP GROUP © Copyrig

  11. Slide 11: So how can you know if earnings will rise?

    For personal use only So how can you know if earnings will rise? And how can you use this to beat the market? TIP GROUP © Copyright 2024

  12. Slide 12: Invert, always invert

    “Invert, always For personal use only Invert” Charlie Munger famously said: “when faced with a difficult problem: invert, always invert” The question isn’t “can we pick winners?” but “can we identify losers?” On this question, academic research gives a resounding “YES” Would it be possible to beat t

  13. Slide 13: How we do it

    How we do it… For personal use only 1. Eliminate Capital Killers using academic research; 2. Remove false positives by the wisdom of the crowd; 3. Deep dive to understand if the business really has what it takes to be a Wealth Winner; 4. Recognise a fair price at the right time; and 5. Turbo-charge

  14. Slide 14: Eliminating Capital Killers

    Eliminating Capital Killers For personal use only  Utilise academic research to eliminate those companies exhibiting one or more signs of distress  27 filters built into our Conscious Investor® software  Can scan any one of 48 markets (although we tend to focus primarily on Australia, US and Euro

  15. Slide 15: Removing false positives

    Removing false positives For personal use only  Filters can only go so far: software (no matter what AI advocates say) is still dumb  Triage process reduces false positives using the wisdom of the crowd TIP GROUP © Copyright 2024 15 An ASX-listed investment house focused on compounding knowledge a

  16. Slide 16: Deep dive (SMaRT)

    Deep dive For personal use only (SMaRT) What makes a good business great?  Strong moats  Manageable risks  Honest, trustworthy and capable management How can you test this? How do you check? TIP GROUP © Copyright 2024 16 An ASX-listed investment house focused on compounding knowledge and wealth

  17. Slide 17: Recognising a fair price

    Recognising a fair price For personal use only Price = Earnings Per Share * P/E ratio  Earnings are fact  P/E ratios are sentiment … but, research shows that over time P/E ratios mean revert. What does this mean? How can we take advantage? TIP GROUP © Copyright 2024 17 An ASX-listed investment hou

  18. Slide 18: Turbo-charging compounding

    Turbo-charging compounding For personal use only  Each time we make a decision / discuss a company it adds to our experience  Each success and failure adds to our wisdom  Each extra management meeting expands the depth of our understanding  Each new member brings new skills and perspective Knowl

  19. Slide 19: How can you take advantage?

    For personal use only How can you take advantage? TIP GROUP © Copyright 2024 19 An ASX-listed investment house focused on compounding knowledge and wealth

  20. Slide 20: Ways to participate

    3 ways to participate 1. TeamInvest Membership • Actively manage your own portfolio For personal use only • Participate with a community of investors 2. Invest via TIP’s funds • Get the returns without having to do it yourself • Pick the asset classes that align with your needs For further informati

  21. Slide 21: TIP.ASX as an investment

    For personal use only TIP.ASX as an investment TIP GROUP © Copyright 2024 21 An ASX-listed investment house focused on compounding knowledge and wealth

  22. Slide 22: Investment highlights

    Investment highlights 1. Clear purpose, mission and values with unique intellectual property For personal use only • Generating actionable insights on Australia, US, UK and European markets • Practical application through funds management and direct private equity delivers compounding profits • Iter

  23. Slide 23: TIP Group valuation metrics

    TIP Group valuation metrics $8.98 FY22 FY23 FY24 1Q25 Earnings and (IPO) Market cap ($m)*** 49.5 42.1 34.7 54.1 9 share price have 18.0 For personal use only 17.1 Net debt / (cash) ($m) (5.8) (7.3) (6.0) (5.4) diverged since May-19 IPO @ 15.8 Enterprise value ($m) 43.7 34.7 28.7 48.7 8 16.0 $5.00 $8

  24. Slide 24: Questions?

    For personal use only Questions? Andrew Coleman CEO Head Office Ground Floor, Suite G.02 23 Ryde Road Pymble NSW 2073 TIP GROUP © Copyright 2024 24 An ASX-listed investment house focused on compounding knowledge and wealth

  25. Slide 25: Appendix

    For personal use only Appendix TIP GROUP © Copyright 2024 25 An ASX-listed investment house focused on compounding knowledge and wealth

  26. Slide 26: We operate in three verticals

    We operate in three verticals Education & Advice Passive Investments Active Investments For personal use only • Includes our own (on balance sheet) investments • Typically up to 20 assets • Comprises our investor education and advisory and our funds management operations services • Distinguished fro

  27. Slide 27: Strategy

    Strategy For personal use only Our strategy is to continue growing Look Through Revenue and Earnings by: • Education & Advice • Deepen share of wallet with existing clients and continue onboarding new customers • Active investments • Enhance our portfolio by driving efficiency and developing managem

  28. Slide 28: Leadership and Alignment

    Leadership and Andrew Coleman For personal use only Dean Robinson Sanjee Narendran Greg Wang Alignment Group CEO CFO & COO, Head Head of Funds Management Head of Alternative of Equity and Education Investments Andrew is a co-founder of TIP Dean is responsible for Sanjee is responsible for Greg is re

  29. Slide 29: Look Through Performance

    Look Through Performance Revenue pre-ab ($m) EBITDA pre-ab ($m) CAGR CAGR Pre-ab: 4% Pre-ab: 56% For personal use only 161.5 17.8 152.1 158.0 144.6 15.7 135.7 137.5 14.7 125.7 13.6 13.6 117.3 8.4 7.2 41.2 4.6 0.8 FY17 FY18 FY19 FY20 FY21 FY22 FY23 FY24 1Q FY25 FY17 FY18 FY19 FY20 FY21 FY22 FY23 FY24

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