Tikehau Capital (0RP0) Q2 2022 Earnings Call

Investor webinar replay

Replay transcript excerpt

Welcome to the TKO Capital Half Year 2022 Results Conference Call. For the duration of the call, your lines will be on listen only. However, there will be the opportunity to ask questions. This can be done by pressing star one on your telephone keypad to register your question at any time. If at any point you require assistance, please press star zero and you will be connected to an operator. Today, I am pleased to present Mathieu Chabron, co-founder, and Henri Marcot, deputy CEO. Gentlemen, the floor is yours. Thank you. Thank you so much. And good evening. Good evening, everyone. Thanks for joining us on this TKO Capital H1 2022 results conference call. I'm Mathieu Chabron. Philippe Metzger- co founder of the company and i'm joined effectively tonight by Henry mark who deputy CEO, as well as our investor relation team with Theodore I do and we eagerly. Philippe Metzger- will go through a brief overview of the results and then we'll be more than happy to take your questions. Philippe Metzger- So, starting with a slideshow maybe on the on slide number four with a couple of highlights, I wanted to put forward first H1 2022 has been a strong H1 for TKO. We have seen our dual model clearly playing out and leading to strong performance across the board, ultimately translating to material net income growth for the first six months of the year. Second, on top of our fast-growing asset management activity, our investment portfolio delivered strong revenue growth in H1, mainly driven by our own strategies. Indeed, the TKO capital funds, in which we are investing a vast majority of our balance sheet, are delivering increasingly predictable and growing returns. Third, we delivered strong fundraising. Client demand remained strong for our strategies, so we managed to increase t...