Regal Partners Limited · ASX:RPL
Regal Partners — Bell Potter Emerging Leaders Conference and Morgans Sydney Emerging Leaders Conference 202 (May 2024)
14 slides from Regal Partners's conference presentation, May 29, 2024
Slide 1: Investor Conference Presentation ASX announcement
Regal Partners Limited ABN 33 129 188 450 Level 47 Gateway, 1 Macquarie Place Sydney NSW 2000 Australia T. +61 2 8197 4350 www.regalpartners.com 29 May 2024 ASX Market Announcements Office ASX Limited Exchange Centre 20 Bridge Street Sydney NSW 2000 Investor Conference Presentation For personal use
Slide 2: Investor Conference Presentation 29 May 2024
For personal use only Regal Partners Limited (ASX:RPL) Investor Conference Presentation 29 May 2024
Slide 3: Disclaimer
Disclaimer For personal use only The information in this presentation (Information) has been prepared by Regal Partners Limited (ABN 33 129 188 450) (Regal Partners) and is current as at the date of this presentation. All currency data in this presentation is in Australian dollars (A$) unless stated
Slide 4: Regal Partners Limited Overview
Regal Partners Limited (ASX:RPL) Overview Regal Partners Limited is an ASX-listed, specialist For personal use only alternative investment manager with $12.1 billion1 in funds under management. $12.1bn $824m >70 Funds Under Market capitalisation2 Investment professionals3 Management (FUM) 1 • Combin
Slide 5: Accelerating FUM growth across a diverse range of strategies and client channels
Accelerating FUM growth across a diverse range of strategies and client channels For personal use only 5% +2.6x 1.75 years 28% 11% 2% $12.1bn 8% +30k investors 56% +4.3x 38 institutions $4.7bn 10% 5 years 14% +20k investors 6% 3 institutions RFM 65% 5% $1.1bn 90% June 2017 June 2022 (post-merger) Ma
Slide 6: FUM growth driven by flows, performance and acquisitions
FUM growth driven by flows, performance and acquisitions1 For personal use only $14bn $0.8bn ($0.1bn) $12.1bn $12bn ($0.2bn) $11.0bn $0.4bn $2.8bn $10bn $2.2bn $8bn $0.5bn $0.5bn $6bn $5.2bn $4bn $2bn 2023 1Q24 - Dec-22 Net flows Investment Taurus PM Capital Other Dec-23 Net flows Investment Other M
Slide 7: FUM diversity increasing as the business grows; revenue synergies expected over time
FUM diversity increasing as the business grows; revenue synergies expected over time FUM BY ASSET CLASS FUM BY LIQUIDITY FUM BY CLIENT CHANNEL1 For personal use only Credit and Royalties driving further Diversification of fund liquidity profile provides Highly diversified by channel, with >30,000 di
Slide 8: Strong start to net flows in the first quarter of 2024
Strong start to net flows in the first quarter of 2024 following challenging capital raising environment in 2023 12mths to Dec 2023 STRONG START TO THE CALENDAR YEAR, +$0.4BN OF NET FLOWS IN FIRST QUARTER +$0.5bn For personal use only • Net flows in 1Q24 largely skewed to the long / short equity str
Slide 9: Strong performance across a diverse range of strategies
Strong performance across a diverse range of strategies 3 YEAR ANNUALISED AND YTD NET PORTFOLIO RETURNS TO 30 APRIL 20241 Regal Resources Royalties 42.2% For personal use only Regal Tactical Opportunities 29.3% 15 PM Capital Global Opportunities (ASX:PGF) 18.5% PM Capital Global Companies 17.5% 13 R
Slide 10: FUM at or above high-water mark increasing
FUM at or above high-water mark increasing Proportion of performance fee-eligible FUM close to, or above, high-water mark (HWM) Selection of funds/strategies at or above HWM: For personal use only 100% • Regal Australian Small Companies 12% • Regal Resources Long Short 90% 19% • Regal Tactical Oppor
Slide 11: A scaleable corporate and operating platform, supporting growth and integration
A scaleable corporate and operating platform, supporting growth and integration OPPORTUNITY TO FURTHER IMPROVE SCALE & DIVERSIFICATION use only Long/Short Private Markets Private Equity Credit Real Estate Infrastructure Commodities Structured Solutions TYPICAL ALTERNATIVE CATEGORIES • Market Neutral
Slide 12: Robust technology and operating platform underpins growth and scale
Robust technology and operating platform underpins growth and scale PROPRIETARY TECHNOLOGY & OPERATIONAL EXTENSIVE MARKET CONNECTIVITY INTEGRATED CONTROLS, For personal use only INFRASTRUCTURE & RELATIONSHIPS RISK & COMPLIANCE FRAMEWORK Regal’s proprietary operational, risk and trading Regal’s accel
Slide 13: Growth-focused strategy of RPL remains unchanged
Growth-focused strategy of RPL remains unchanged With multiple opportunities for expansion For personal use only 1 Diversified, scalable and growing platform 2 Attractive market tailwinds 3 Strong business economics 4 Multiple opportunities for growth 12
Slide 14: For personal use only
For personal use only 13