8I Holdings Ltd. · ASX:8IH
8I — Shareholder Meeting (July 2022)
29 slides from 8I's shareholder meeting presentation, Jul 25, 2022
Slide 1: 8I Holdings Limited FY2022 Annual General Meeting
For personal use only 8I Holdings Limited FY2022 Annual General Meeting 25TH JULY 2022, 10:00AM SST
Slide 2: FY2022 Financial Review
For personal use only FY2022 FINANCIAL REVIEW
Slide 3: Financial Review: EBITDA
FY2022 FINANCIAL REVIEW EBITDA For personal use only
Slide 4: FY2022 Summary
For personal use only FY2022 SUMMARY
Slide 5: Summary
FY2022 SUMMARY For personal use only FINANCIAL FINANCIAL ASSET EDUCATION GROUP MANAGEMENT TECHNOLOGY • Continuing with 3-point strategy: • New headquarters and • Rebranding exercise Acquisition, Retention & office space in from HCCM to VI Fund Technology Development Singapore • Performance is impact
Slide 6: Sustainable Wealth
SUSTAINABLE WEALTH Anpower Growth Transform ves —
Slide 7: FY2022 Developments
For personal use only FY2022 DEVELOPMENTS
Slide 8: Developments: Segment Update
FY2022 DEVELOPMENTS For personal use only SEGMENT UPDATE FINANCIAL ASSET MANAGEMENT
Slide 9: Rebranding Exercise from Hidden Champions Capital Management
FY2022 SEGMENT UPDATE – FINANCIAL ASSET MANAGEMENT For personal use only REBRANDING EXERCISE FROM HIDDEN CHAMPIONS CAPITAL MANAGEMENT
Slide 10: For personal use only
FY2022 SEGMENT UPDATE – FINANCIAL ASSET MANAGEMENT For personal use only (AP Photo/Vadim Ghirda; Getty Images)
Slide 11: VI Fund Asia
FY2022 SEGMENT UPDATE – FINANCIAL ASSET MANAGEMENT VI FUND ASIA For personal use only 01 02 03 China Hong Kong Australia Strong fundamentals Hub for Stable Largest Investible Regional Equities Proxy to the West Universe
Slide 12: VI Fund Asia FY2022 Review
FY2022 SEGMENT UPDATE – FINANCIAL ASSET MANAGEMENT VI FUND ASIA FY2022 REVIEW For personal use only Q1 Q2 Q3 Q4 Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar “Deleveraging and “Aus Tech Crashed, China “Recovery” “Regulatory Risk” Regulatory Risk” Covid Spike” • China led the world out of • “Common
Slide 13: VI Fund Asia Historical Performance
FY2022 SEGMENT UPDATE – FINANCIAL ASSET MANAGEMENT VI FUND ASIA Historical Performance 130 80% For personal use only 120 70% 110 60% 100 50% Cash % Index 90 88.6 40% 80 30% 70 66.5 20% 60 65.4 10% 2% 50 0% Mar-21 Apr-21 May-21 Jun-21 Jul-21 Aug-21 Sep-21 Oct-21 Nov-21 Dec-21 Jan-22 Feb-22 Mar-22 Cas
Slide 14: VI Fund Asia – Moving Forward
FY2022 SEGMENT UPDATE – FINANCIAL ASSET MANAGEMENT VI FUND ASIA – MOVING FORWARD Positioning in alignment with China’s 14th Five-year Plan (2021-2025) For personal use only Industrials and 01 Renewable Energy 02 Technology Electric Vehicles, Batteries, Solar Chips for Electric vehicles, Drones, Pane
Slide 15: VI Quant (US)
FY2022 SEGMENT UPDATE – FINANCIAL ASSET MANAGEMENT VI Quant (US) Graph of $100 invested in fund from Apr’20 – Apr’22 For personal use only Since APR 2020 CAGR growth rate +89% +36% Versus S&P500 +60% Versus S&P500 +25%
Slide 16: VI Quant (US): Market Volatility is a Feature Not a Bug
FY2022 SEGMENT UPDATE – FINANCIAL ASSET MANAGEMENT VI Quant (US) For personal use only Market Volatility is a Feature Not a Bug
Slide 17: VI Quant (US): Automated Execution
FY2022 SEGMENT UPDATE – FINANCIAL ASSET MANAGEMENT VI Quant (US): Automated Execution Timing the Market vs Time in the Market For personal use only - Volatility is a feature of the market, NOT a bug
Slide 18: Looking Ahead
FY2022 SEGMENT UPDATE – FINANCIAL ASSET MANAGEMENT LOOKING AHEAD For personal use only ‣ Facing ”The Perfect Long Storm” ‣ Portfolio positioning and allocation ‣ Execution (codify) despite volatility ‣ Constant Refinement of strategies with rigorous testing
Slide 19: Developments: Segment Update – FinEduTech
FY2022 DEVELOPMENTS For personal use only SEGMENT UPDATE FINEDUTECH
Slide 20: FinEduTech: Bridging to the Future
FY2022 SEGMENT UPDATE – FINEDUTECH BRIDGING TO THE FUTURE For personal use only Blue Ocean Strategy for Brokerage VI App integration for Continuing with VI App Singapore 3-point strategy: users Acquisition, Retention & Financial Technology Education Development Tapering growth Technology rates as co
Slide 21: FinEduTech: Bridging to the Future
FY2022 SEGMENT UPDATE – FINEDUTECH BRIDGING TO THE FUTURE For personal use only Tapering growth rates as compared to exceptional performance during the height of the pandemic
Slide 22: FinEduTech: Acquisition
FY2022 SEGMENT UPDATE – FINEDUTECH BRIDGING TO THE FUTURE For personal use only Continuing with 3-point strategy: Acquisition, Retention & Technology Development Acquisition • Dedicated content strategy and edutainment outreach across Singapore, Malaysia and Taiwan in multiple languages • 729 videos
Slide 23: FinEduTech: Retention
FY2022 SEGMENT UPDATE – FINEDUTECH BRIDGING TO THE FUTURE For personal use only Continuing with 3-point strategy: Acquisition, Retention & Technology Development Retention • Customer-centric culture and mindset focused on creating lifetime value • Centralised CRM system to capture all touchpoints an
Slide 24: FinEduTech: Technology Development
FY2022 SEGMENT UPDATE – FINEDUTECH BRIDGING TO THE FUTURE For personal use only Continuing with 3-point strategy: Acquisition, Retention & Technology Development Technology Development • Improvement and roll out of new VI App features to enhance overall user experience & engagement • Broker integrat
Slide 25: Financial Education Technology
FY2022 SEGMENT UPDATE – FINEDUTECH BRIDGING TO THE FUTURE For personal use only Financial Education Technology • Measured financial performance and profitability • Continuing with 3-point strategy: Acquisition, Retention & Technology Development • Brokerage integration for VI App Singapore users • N
Slide 26: Looking Ahead
For personal use only LOOKING AHEAD
Slide 27: Looking Ahead
LOOKING AHEAD FINANCIAL ASSET MANAGEMENT For personal use only Remain committed to investment process, continue with technology-focused initiatives to digitalise thinktank and methodology
Slide 28: Looking Ahead: FinEdTech
LOOKING AHEAD FINEDTECH For personal use only 3 Invest 1 Significant Refinement Resources in of Business “Bridging to Model the Future” 2 Shift in Leadership Structure
Slide 29: Looking Ahead: Persevering Towards the Future
LOOKING AHEAD PERSEVERING TOWADS THE FUTURE “ For personal use only We are prepared to face difficult times in the next 18 to 24 months. Backed by our strong balance sheet, we are confident of getting through the tough times ahead with the support of our community and team, just as we have done nume