Salter Brothers Emerging Companies Ltd. · ASX:SB2
Salter Brothers Emerging Companies — Investor Presentation (February 2023)
16 slides from Salter Brothers Emerging Companies's investor presentation, Feb 17, 2023
Slide 1: Reach Markets – Meet the Fund Manager
For personal use only SALTER BROTHERS EQUITIES REACH MARKETS – MEET THE FUND MANAGER FEB RUARY 202 3
Slide 2: Disclaimer
SALTER BROTHERS EQUITIES DISCLAIMER The information contained in this document is general in nature and not intended including loss of income and principal invested. The company does not guarantee For personal use only to constitute financial product, investment, accounting, financial, legal or tax
Slide 3: Contents
SALTER BROTHERS EQUITIES CONTENTS For personal use only 1. About The Management Company: Salter Brothers 2. The Salter Brothers Equities Team 3. About The Manager: Salter Brothers Equities 4. The Investment Team – Salter Brothers Equities (SB2) 5. Salter Brothers Equities investment process 6. The S
Slide 4: About the Management Company: Salter Brothers
SALTER BROTHERS EQUITIES ABOUT THE MANAGEMENT COMPANY: SALTER BROTHERS ››Salter Brothers is a Global Fund Manager Salter Brothers Group Milestones For personal use only with a focus on alternative investment offerings for high net worth and SIV Immigration Investment commenced First Private Equity I
Slide 5: The Team
SALTER BROTHERS EQUITIES THE SALTER BROTHERS EQUITIES TEAM Board of Salter Brothers Asset Management Equities Investment Team Senior Management For personal use only John Humphreys Gregg Taylor | Head of Equities Paul Joyce Chairman Investment Director – Listed / Pre-IPO Chief Operating Officer 30+
Slide 6: About the Manager
SALTER BROTHERS EQUITIES ABOUT THE MANAGER: SALTER BROTHERS EQUITIES For personal use only ›› Salter Brothers Equities is an experienced Public/Private, Small/Emerging Companies Equity Manager with a proven track record of being a lead active investor in quality growth companies with global opportun
Slide 7: The Investment Team – (SB2)
SALTER BROTHERS EQUITIES THE INVESTMENT TEAM – SALTER BROTHERS EQUITIES (SB2) For personal use only Gregg Taylor Advait Joshi Francis Crossle Investment Director Senior Investment Analyst Junior Analyst & Head of Equities Years within: Years within: Years within: • Salter Brothers: 1 • Salter Brothe
Slide 8: Equities' Investment Process
SALTER BROTHERS EQUITIES SALTER BROTHERS EQUITIES’ INVESTMENT PROCESS A robust investment process designed to enable Salter Brothers Equities to stay on top of performance For personal use only Opportunity The Manager utilises its network of financial advisors and brokers, industry experts and 1 Sou
Slide 9: The SB2 Portfolio
SALTER BROTHERS EQUITIES THE SB2 PORTFOLIO Over the last 10 months, our investment process has led to the creation of a profitable portfolio with strong For personal use only revenue growth with undemanding trading multiples The SB2 Portfolio1 ›› The SB2 equity portfolio quantitatively reflects the
Slide 10: Equities' Economic Outlook
SALTER BROTHERS EQUITIES SALTER BROTHERS EQUITIES’ ECONOMIC OUTLOOK For personal use only The Manager expects a better market outlook Cash Rate Target - March 2018 (A) - December 2023 (F) in 2023 though sees continued headwinds for 4.00% the global economy and the consumer 3.50% 3.00% 2.50% ›› Infla
Slide 11: Sector Preferences
SALTER BROTHERS EQUITIES SECTOR PREFERENCES The Salter Brothers Emerging Companies Fund takes advantage of its broad mandate to seek outperformance For personal use only through the cycle Target Industry Sectors: Target Sector Examples: ›› Focus on both software technology companies as well as on in
Slide 12: Stock Focus 1: Acrow Formwork & Construction Services (ACF)
SALTER BROTHERS EQUITIES STOCK FOCUS 1: ACROW FORMWORK & CONSTRUCTION SERVICES (ACF) For personal use only Overview of ACF ACF Share Price ›› Acrow Formwork and Construction Services (ASX:ACF) core business 1.00 18.0mm provides engineered formwork solutions for the civil infrastructure 0.90 16.0mm m
Slide 13: Stock Focus 2: MedAdvisor (MDR)
SALTER BROTHERS EQUITIES STOCK FOCUS 2: MEDADVISOR (MDR) Overview of MDR MDR Share Price For personal use only ›› MedAdvisor Limited (ASX:MDR) is a medication management software 1.00 platform that works with pharmacies to help patients take their 18.0mm 0.90 medication safely and effectively 16.0mm
Slide 14: Stock Focus - Unlisted: IP Solutions International (IPSI)
SALTER BROTHERS EQUITIES STOCK FOCUS 3 - UNLISTED: IP SOLUTIONS INTERNATIONAL (IPSI) For personal use only SB Equities Cornerstones $5.0m All existing Shareholders capital raising into SB SPV No. 1 Pty Ltd roll into NewCo SB SPV No. 1 Pty Ltd NewCo (Seeded by SB Equities) simplifying payments Overvi
Slide 15: Potential Outlook for ASX:SB2
SALTER BROTHERS EQUITIES POTENTIAL OUTLOOK FOR ASX:SB2 For personal use only SB2 is currently trading at a 25% discount to Post-Tax NTA ›› Taking a 2 year view (on FY24F metrics), the potential weighted average valuation upside of the listed holdings in the portfolio based on SB2 forecasts is 81.4%
Slide 16: Contact Us
SALTER BROTHERS EQUITIES CONTACT US For personal use only Advait Joshi Senior Investment Analyst E | advait.joshi@salterbrothers.com.au www.salterbrothers.com.au S A LT E R B R OT H E R S E M E R G I N G C O M PA N I E S L I M I T E D | FEBRUARY 2023 16
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