Majedie Investments PLC · LSE:MAJE

Majedie Investments — Shareholder Meeting (January 2023)

11 slides from Majedie Investments's shareholder meeting presentation, January 2023

  1. Slide 1: Majedie Investments PLC Annual General Meeting

    Majedie Investments PLC Annual General Meeting January 2023 Private & Confidential

  2. Slide 2: Important regulatory information

    Important regulatory information Majedie Investments PLC (“Company”), is an Alternative persons and will be engaged in only with such persons. Persons who fall While many of the thoughts expressed in this document are presented in Investment Fund. Details of the Company, related entities and the out

  3. Slide 3: Introducing Marylebone Partners

    Introducing Marylebone Partners Who we are...  FCA-regulated AIFM, established in 2013 DAN HIGGINS OLIVIA MACDONALD ROBERT ELLIOTT Founding Partner, CIO  Independent, partner-owned investment manager Partner, Senior Analyst Partner, Senior Analyst  Team of 12 professionals, 3 non-executive partne

  4. Slide 4: Distinguishing features

    Distinguishing features A different approach Risk Management Experience Pedigree Access Differentiation Sustainability Page – 4

  5. Slide 5: Representative performance

    Representative performance Marylebone has delivered strong and differentiated returns Representative growth of £1,000 – Since inception to December 2022 £1,800 £1,600 £1,400 £1,200 £1,000 MAJE Representative (GBP) UK CPI Source: Marylebone Partners, Office for National Statistics. Representative tra

  6. Slide 6: A bespoke portfolio for Majedie Investments PLC

    A bespoke portfolio for Majedie Investments PLC Three distinctive fundamental strategies Special Investments External Managers Direct Investments Proprietary ideas network Exceptional specialist funds Value-creating companies 24-36 month time horizon Owner-operated boutiques No style or sector bias

  7. Slide 7: Implementation timeline

    Implementation timeline A swift yet sensitive transition to a liquid endowment approach Target # positions Legacy 97% 54% Passive ETFs 0% 20% 7% Liontrust Plc 3% 3% 3% Special Investments 3% 10% 20% 10 External Managers 60% 60% 15 Direct Investments 20% 20% 20% 12 Today 1st February 1st March 1st Ja

  8. Slide 8: Special Investment example

    Special Investment example Project Retain Up-front capital provision to companies eligible for a specific tax credit under the U.S. CARES Act. SPV managed by a distressed-credit manager based in Greenwich, Connecticut, known to us since 2009. Investment Thesis  Working with leading accounting firms

  9. Slide 9: External Manager example

    External Manager example Millstreet Capital Boston-based credit specialist, whose principals worked previously at Regiment Advisors, a Harvard Management Company spin-off. We identified the manager as part of a project to capitalise on COVID-19 credit dislocation. Investment Thesis  Focus on credit

  10. Slide 10: Direct Investment example

    Direct Investment example Sage Group plc Founded in 1981, Sage Group plc is a UK based, global Accounting software company. Investment Thesis  Quality business with high recurring revenues, attractive Free Cash Flow margins, excellent ROCE metrics and a strong balance sheet.  Towards the completio

  11. Slide 11: Summary

    Summary An exciting future for Majedie Investments PROPOSITION IMPLEMENTATION TERMS Differentiated returns through Sensitive yet swift transition to Flat fee structure based on market three distinctive, complementary new liquid endowment approach. capitalisation. and fundamental strategies. Immediat

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