POLLEN STREET GROUP LIMITED (POLN) — Final Results

Investor webinar replay

Replay transcript excerpt

Good afternoon, and welcome to the POLLEN STREET GROUP LIMITED investor presentation. Throughout today's recorded presentation, attendees will be in listen only mode. Questions are encouraged and can be submitted via the q and a tab situated on the right hand side of your screen. Before we begin, I'd like to submit the following poll, which I kindly ask you to submit your responses to. I'd now like to hand over to CEO, Lindsay McMurray. Lindsay, good afternoon. Thank you, Jack, and good afternoon. Thank you for joining the POLLEN STREET GROUP LIMITED QUESTION FOR twenty twenty five. I'm Lindsay McMurray, and I'm joined today by Crispin Goldsmith, our CFO. Now as a recap, POLN STREET GROUP MANAGER focused in the mid market across Europe. Our strategies have been in place for over twenty years with a focus on financial business services with through the cycle experience and track record. We continue to see strong structural growth and opportunities for specialist investors in our sectors. As at year end, we managed £7,100,000,000 of assets with £5,200,000,000 of fee paying AUM. FRE sits at £30,700,000 and we're positioned to scale from here. We invest with a focus in the mid market, which is rich with opportunities and resilient for capital formation. We focus on sectors where we have deep expertise, strong origination capability and we combine this with a disciplined investment approach that underpins our ability to generate consistent alpha for investors. Our business enjoys high visibility, recurring revenues with management fees forming the largest and ever increasing proportion of revenue and earnings as the platform scales. Our investment company has delivered long term consistent returns to support dividends. And as the profit grows in the asset manager, we have...