Ann: 2022 Annual General Meeting Presentation, page-3

Hi @lost

Great points.

The other points of interest to me personally were;

1. slide 11, "Increasing likelihood of liquidity in portfolio" Either they been approached to sell or list a boutique.

2. slide 11, They will use the funding facility and retained cashflows to make multiple investments both high yielding and longer duration (Higher return early stage opportunities indicated.)

3. Expect higher management fee revenue for H1 (Year on year) but lower overall performance fees. Probably will mean a 15c dividend for February given they "expect to deploy significant capital in 2023" (Slide 12) obviously if there's good opportunity for investment they are better off retaining more capital to produce a higher overall shareholder return.

Looks like the steady, predictable growth will continue despite weaker economic conditions.

Cheers,
Plague.