Navigator Global Investments Limited (NGI) Q4 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Thank you for standing by and welcome to the Navigator Global Investments Limited FY26 Annual Results. All participants are in listen-only mode. There will be a presentation followed by a question and answer session. If you wish to ask a question, you will need to press the star key followed by the number 1 on your telephone keypad. I would now like to hand the conference over to Mr. Stephen Dark, CEO. Please go ahead. Thank you, Ryan, and welcome to everyone joining the call this morning to discuss Navigator's full-year results for the 26th financial year. I'm Stephen Dark, Navigator's CEO. I'm joined today, as usual, by my colleagues, Rob Zachary, Navigator's CIO and Head of NGI Strategic Investments, dialing in from New York, and Amber Stoney, NGI Group's CFO. Turning to slide four, the company snapshot Navigator is the only ASX listed company focused exclusively on partnering with leading alternative investment managers. As of 30 June, Navigator provided growth capital and strategic engagement to a diverse portfolio of 12 partner firms. This was prior to the settlement of the acquisition of the NGI stable growth portfolio that closed on 2 July. At the partner firm level, Navigator's affiliates managed over $104 billion, up 24% over the past This AUM is managed across 42 investment strategies, invested via 242 products, with 19 new products launched during the period across our portfolio. These strategies typically have low correlation to global equity in 60 income markets and to one another. Turning to slide 5, financial year 26 was another year of building scale across the Navigator platform. We continued to grow ownership-adjusted AUMs, maintain diversified earning streams, and further strengthened our balance sheet. The FY26 results do not include any impact f...