Salter Brothers Emerging Companies Ltd. · ASX:SB2
Salter Brothers Emerging Companies — Investor Presentation (July 2023)
14 slides from Salter Brothers Emerging Companies's investor presentation, Jul 19, 2023
Slide 1: For personal use only
For personal use only J U N E 202 3
Slide 2: Disclaimer
DISCLAIMER The information contained in this document is general in nature and not intended including loss of income and principal invested. The company does not guarantee to constitute financial product, investment, accounting, financial, legal or tax advice. any particular rate of return or perfor
Slide 3: Contents
CONTENTS 1. About Salter Brothers For personal use only 2. The Salter Brothers Team 3. About The Manager: Salter Brothers Funds Management 4. The Investment Team 5. The Manager’s Investment Process 6. The Salter Brothers Emerging Companies Limited (SB2) Portfolio 7. Key Features of the Portfolio 8.
Slide 4: About Salter Brothers
ABOUT SALTER BROTHERS Salter Brothers’ Milestones › Salter Brothers is a Global Fund Manager KEY with a focus on alternative investment Acquisitions Acquisition of Key Milestones AUM $M Acquisition offerings for high net worth and institutional & Investments Retreat Fund Portfolio For personal use o
Slide 5: The Salter Brothers Team
THE SALTER BROTHERS TEAM Board of Salter Brothers Board of Salter Brothers Asset Management Emerging Companies Ltd. Equities Investment Team Senior Management John Humphreys John Vatovec Gregg Taylor | Head of Equities Paul Joyce Chairman Chairman Investment Director – Listed / Chief Operating Offic
Slide 6: About the Manager: Salter Brothers Funds Management
ABOUT THE MANAGER: SALTER BROTHERS FUNDS MANAGEMENT › Salter Brothers Funds Management is an experienced Public/Private, Small/Emerging Companies Equity Manager with a proven track record of being a lead active investor in quality growth companies with global opportunity sets, For personal use only
Slide 7: The Investment Team
THE INVESTMENT TEAM Gregg Taylor Advait Joshi Francis Crossle Investment Director Senior Investment Analyst Analyst For personal use only & Head of Equities Years within: Years within: Years within: • Salter Brothers: 1 • Salter Brothers: 1 • Salter Brothers: 1 • Industry: 6 • Industry: 1 • Industry
Slide 8: The Manager's Investment Process
THE MANAGER’S INVESTMENT PROCESS A robust investment process designed to enable Salter Brothers Funds Management to stay on top of performance Opportunity The Manager utilises its network of financial advisors and brokers, industry experts and 1 For personal use only Sourcing operational partners to
Slide 9: The SB2 Portfolio
THE SB2 PORTFOLIO Portfolio Composition (as at 30/06/2023) Portfolio Sector Weights › The SB2 Portfolio has 23 Listed holdings (83% of 32.2% Industrials the total value), 5 Unlisted holdings (10% of the 29.4% Information Technology total value) and 7% cash. For personal use only 21.4% Health Care ›
Slide 10: Key Features of the Portfolio
KEY FEATURES OF THE PORTFOLIO Over the last 12 months, our investment process has led to the creation of a profitable portfolio with strong revenue growth with undemanding trading multiples For personal use only › Taking a two year view, the weighted average valuation Metrics of the Portfolio* FY22A
Slide 11: Why Invest in Small Caps?
WHY INVEST IN SMALL CAPS? With interest rates nearing the peak in the cycle and › This performance difference is even more apparent when comparing the relative performance of ASX-listed Small and Large Industrials since the start of 2022, with improving fundamentals, we expect investor sentiment Sma
Slide 12: Sector Preferences
SECTOR PREFERENCES SB2 takes advantage of its broad mandate to seek outperformance through the cycle Target Industry Sectors: Target Sector Examples: › Focus on both software technology companies as well as on industrial › Technology For personal use only companies (though with no exposure to resour
Slide 13: Potential Outlook for ASX:SB2
POTENTIAL OUTLOOK FOR ASX:SB2 SB2 is currently trading at a 27% discount to Pre-Tax NTA A$1.73 +171% › Taking a 2 year view, the potential weighted average valuation upside of the listed holdings in the portfolio based on SB2 +98% For personal use only forecasts is 171% A$0.87 +37% › SB2 is currentl
Slide 14: Contact Us
CONTACT US For personal use only Advait Joshi Senior Investment Analyst E | advait.joshi@salterbrothers.com.au www.salterbrothers.com.au S A L T E R B R O T H E R S | E M E R G I N G C O M P A N I E S L I M I T E D | J U LY 2 0 2 3 1 4
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