NAOS Ex-50 Opportunities Co. Ltd. · ASX:NAC
NAOS Ex-50 Opportunities — Shareholder Meeting (November 2022)
9 slides from NAOS Ex-50 Opportunities's shareholder meeting presentation, Nov 10, 2022
Slide 1: Annual General Meeting 2022 – Chair's Address and Investor Update Presentation
NAOS EX-50 Level 34 OPPORTUNITIES 25 Martin Place COMPANY LIMITED Sydney NSW 2000 (ASX: NAC) T (02) 9002 1576 ABN 49 169 448 837 F (02) 8215 0037 E enquiries@naos.com.au www.naos.com.au For personal use only 10 November 2022 ASX Market Announcements ASX Limited 20 Bridge Street Sydney NSW 2000 Annua
Slide 2: Chair's Address – Mr David Rickards OAM
Chair’s Address – Mr David Rickards OAM Annual General Meeting of NAOS Ex-50 Opportunities Company Limited 10 November 2022, 11:00am (AEDT) Held at The Museum of Contemporary Art Australia, 140 George Street, The Rocks, NSW, 2000 Dear Fellow Shareholders, For personal use only I would like to thank
Slide 3: Capital management, buyback and total shareholder return
maximise shareholder returns, including the following: • Dividends – The Company will continue to focus on delivering a growing stream of quarterly dividends, franked to the maximum extent possible while maintaining an adequate profit reserve balance. • On-market share buyback – 2.41 million shares
Slide 4: Board alignment and closing remarks
The Board has a strong alignment with shareholders through their shareholdings, which continued to increase over the course of the year and now total a cumulative 8.39 million shares. On behalf of the Board of Directors, I would like to thank the staff of the Investment Manager for their efforts and
Slide 5: NAOS Ex-50 Opportunities Company Limited – Conviction. Long Term. Aligned
For personal use only ASX: NAC | NAOS EX-50 OPPORTUNITIES COMPANY LIMITED Investor Update CONVICTION. LONG TERM. ALIGNED | Copyright 2019 NAOS Asset Management Limited 11
Slide 6: Important Information
Important Information For personal use only This material has been prepared by NAOS Asset Management Limited (ABN 23 107 624 126, AFSL 273529) (NAOS) for general information purposes only and must not be construed as investment advice. It does not constitute an offer to purchase any security or fina
Slide 7: NAC Investment Portfolio Financial Year Returns
NAC Investment Portfolio Financial Year Returns For personal use only 70% +63.36% 60% 50% 40% +30.16% 30% 20% +11.16% +9.21% +10.25% 10% +6.69% +2.27% 0% -10% -2.86% -20% -30% -28.36% -40% FY15 FY16 FY17 FY18 FY19 FY20 FY21 FY22 FY23 YTD 3 YEAR PERFORMANCE (p.a.) INCEPTION PERFORMANCE (p.a.) NAC Inv
Slide 8: New Monthly NTA Updates and Quarterly Investment Commentary
New Monthly NTA Updates and Quarterly Investment Commentary For personal use only • From December a new monthly investment report will be introduced across all NAOS managed LICs. • In addition, a quarterly investment report (first release in January 2023) will also be released. • Reasons for the cha
Slide 9: FY23 Outlook
FY23 Outlook For personal use only Q1 FY23 investment portfolio performance of +2.77%. Outside of our investment in Eureka Group Holdings (ASX: EGH), the investment team believes this does not reflect the strong underlying performance of some of the core holdings such as: MOVE Logistics Group
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