Teaminvest Private Group Ltd · ASX:TIP
Teaminvest Private — Investor Presentation (July 2025)
19 slides from Teaminvest Private's investor presentation, Jul 7, 2025
Slide 1: Teaminvest Private Group Limited ASA presentation
For personal use only Teaminvest Private Group Limited ASX: TIP ASA presentation 7 July 2025 TIP GROUP © Copyright 2024 1 An ASX-listed investment house focused on compounding knowledge and wealth
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
Slide 3: Contents
Contents For personal use only Who is TIP? 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 Vision To build a portfolio of outstanding invest
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
Slide 5: We operate three verticals
We operate three verticals, each of which uses proprietary, research driven insights to create better investors and business people For personal use only Education and Advice Funds Management Own Balance Sheet (advise others) (deploy others capital) (deploy our own capital) Investment banking, consu
Slide 6: Proven track record leads to a growing business
Proven track record leads to a growing business Compounding investment returns lead to growing profits Look Through EBITDA ($m) • Earnings come from three sources: 17.9 For personal use only • Profits from our portfolio of operating private equity assets 15.6 • Fees for advice and education services
Slide 7: How can our returns consistently outperform?
For personal use only How can our returns consistently outperform? TIP GROUP © Copyright 2024 7 An ASX-listed investment house focused on compounding knowledge and wealth
Slide 8: Six core concepts in successful investing
We believe there are six core concepts in For personal use only successful investing 1. Power of compounding (and they are the same for public and private markets) 2. Dogs vs unicorns 3. Stability wins 4. Margin of safety 5. Removing noise 6. Wisdom of the crowd TIP GROUP © Copyright 2024 8 An ASX-l
Slide 9: 1: The power of compounding
Principle 1: The power of compounding … or small percentage improvements are worth more than you expect over the long-term For personal use only $29.3m Value of $1m invested for 20-years $9.0m $4.6m $5.1m $2.2m Term deposit Balanced Super (pre fee) ASX-average (pre fee) Our Funds (post fee) Teaminve
Slide 10: 2a: Unicorns
Principle 2a: Unicorns • Average of S&P/ASX-200 Accumulation Index from 28th Feb 2013 to 31st Dec 2024 Market average 8.4%* For personal use only % of Companies -100% Return on investment ∞% Most people spend their investing career trying to find unicorns. But they are called unicorns for a reason!
Slide 11: 2b: Dogs
Principle 2b: Dogs Market average 8.4%* For personal use only % of Companies Return on investment -100% ∞% Conversely, academic research shows that finding dogs is much easier. We know of 27 proven quantitative factors that indicate a company is likely to be a dog in the • Average of S&P/ASX-200 Acc
Slide 12: 2: Outperformance is as simple as avoiding dogs
Principle 2: Outperformance is as For personal use only simple as avoiding dogs Market New average average α % of Companies The average of the market excluding dogs beats the index which includes them -100% ∞% TIP GROUP © Copyright 2024 12 An ASX-listed investment house focused on compounding knowle
Slide 13: 3: Stability wins
Principle 3: stability wins … or without stability, predictions are useless For personal use only ▪ Drucker and Drymon showed that analyst forecasts one quarter ahead were wrong 80% of the time ▪ Why? Because they were being asked to forecast the unknowable ▪ As our co-founder John Price showed: spl
Slide 14: 4: Margin of Safety
Principle 4: Margin of Safety For personal use only … or only hit fat pitches If you: 1. Understand the power of compounding; 2. Have excluded potential dogs; and 3. Are only predicting the predictable... Then it’s easy to find fat pitches (what we call “Wealth Winners”). TIP GROUP © Copyright 2024
Slide 15: 5: Remove the noise
Principle 5: remove the noise … or it’s hard to swing when the crowd is in your ear For personal use only Having identified the fat pitch you want to swing hard. But doing so is often harder than it sounds. Fat pitches aren’t usually telegraphed with a big “hit me” sign. In fact, usually the “know n
Slide 16: 6: The wisdom of the crowd
Principle 6: the wisdom of the crowd For personal use only ▪ In the 19th century Sir Francis Galton documented the phenomenon called the “wisdom of the crowd” ▪ Today it forms the basis of modern statistics. The idea that the average of a reasonable number of independent samples tends to match the u
Slide 17: That's what we do at TIP
That’s what we do at TIP For personal use only We follow those six core principles religiously: and we’ve built the software (Conscious Investor), the systems (our SMaRT process), and the team (600+ Teaminvest members) to put it in practice across multiple markets and products. TIP GROUP © Copyright
Slide 18: How to participate
How to participate 1. TeamInvest Membership For personal use only • Actively manage your own portfolio • 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 3. Direct investment (AS
Slide 19: 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 19 An ASX-listed investment house focused on compounding knowledge and wealth
Teaminvest Private Group — Investor Presentation (July 2025) on 6ix