Teaminvest Private Group Ltd · ASX:TIP
Teaminvest Private — ASX SMIDcaps Conference 2025
21 slides from Teaminvest Private's conference presentation, Sep 24, 2025
Slide 1: ASX SMIDcaps Conference
For personal use only ASX SMIDcaps Conference 24 September 2025 Teaminvest Private Group Limited ASX: TIP
Slide 2: Important Notice and Disclaimer
T2 I P G Important Notice and Disclaimer R O U P © C o p 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 y address the objectives, financial situation or nee
Slide 3: TIP is an ASX listed investment house focused on compounding knowledge and wealth
For personal use only TIP is an ASX listed investment house focused on compounding knowledge and wealth. TIP GROUP © Copyright 2025 3 An ASX-listed investment house focused on compounding knowledge and wealth
Slide 4: We operate three verticals using proprietary, research driven insights
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 5: Outperformance is as simple as avoiding dogs
Outperformance is as simple as avoiding dogs For personal use only Market New average average α % of Companies The average of the market excluding dogs beats the index which includes them -100% ∞% TIP GROUP © Copyright 2025 5 An ASX-listed investment house focused on compounding knowledge and wealth
Slide 6: A growing business and attractive investment
A growing business and attractive investment Look Through EBITDA ($m) 20.0 Compounding investment returns For personal use only 18.0 17.8 • EBITDA* CAGR of 45% from FY17 to FY25 16.0 15.7 15.5 14.7 Strong balance sheet & cash generation 14.0 13.6 13.6 • Significant capacity for value adding investme
Slide 7: Appendix A: Valuation
For personal use only Appendix A Valuation TIP GROUP © Copyright 2025
Slide 8: Look Through Performance
Look Through Performance Revenue pre-ab ($m) EBITDA pre-ab ($m) CAGR Pre-ab: 3% CAGR Pre-ab: 45% For personal use only 161.5 158.0 152.1 150.0 17.8 144.6 135.7 137.5 15.7 15.5 125.7 14.7 117.3 13.6 13.6 8.4 7.2 0.8 FY17 FY18 FY19 FY20 FY21 FY22 FY23 FY24 FY25 FY17 FY18 FY19 FY20 FY21 FY22 FY23 FY24
Slide 9: TIP Group valuation metrics
TIP Group valuation metrics Earnings and FY22 FY23 FY24 FY25 9.00 share price have 20.0 diverged since Market cap ($m)* 49.5 42.1 34.7 44.5 For personal use only May-19 IPO @ 17.8 $8.98 Net debt / (cash) ($m) (5.8) (7.3) (6.0) (6.4) 8.00 $5.00 (IPO) 18.0 Enterprise value ($m) 43.7 34.8 28.7 38.1 15.
Slide 10: Ways to participate
3 ways to participate 1. TeamInvest Membership • Actively manage your own portfolio For personal use only • 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 For further informati
Slide 11: Appendix B: Investment philosophy
For personal use only Appendix B Investment philosophy TIP GROUP © Copyright 2025 11 An ASX-listed investment house focused on compounding knowledge and wealth
Slide 12: Six core concepts in successful investing
We believe there are six core concepts in successful investing For personal use only (and they are the same for public and private markets) 1. Power of compounding 2. Dogs vs unicorns 3. Stability wins 4. Margin of safety 5. Removing noise 6. Wisdom of the crowd TIP GROUP © Copyright 2025 12 An ASX-
Slide 13: 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 14: 2: Outperformance is as simple as avoiding dogs
Principle 2: Outperformance is as simple as avoiding dogs For personal use only Market New average average α % of Companies The average of the market excluding dogs beats the index which includes them -100% ∞% TIP GROUP © Copyright 2025 14 An ASX-listed investment house focused on compounding knowle
Slide 15: 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 16: 2b: Dogs
Principle 2b: Dogs • 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 ∞% Conversely, academic research shows that finding dogs is much easier. We know of 27 proven quantitative factors t
Slide 17: 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: s
Slide 18: 4: Margin of Safety
Principle 4: Margin of Safety … or only hit fat pitches For personal use only 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 2025
Slide 19: 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
Slide 20: 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 21: 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
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