Exor Investor Day

Strategies and Managing Partners/CIOS LONG/SHORT EQUITY Matteo Scolari • 20 years investment experience Former Eton Park Portfolio Manager Goldman Sachs and McKinsey Wharton MBA, Palmer Scholar NAV ~2,400m¹ Strategy: Public equity, on concentrated long only and long/short basis Investment approach: Fundamental bottom-up approach, long-term analysis, concentrated portfolio Geography: Predominantly developed markets 1. As of 30th September 2023, including commitments. ~$4.5bn¹ Assets Under Management Today OPPORTUNITY Nikhil Srinivasan ° 20 years investment experience Former CIO: Allianz, Generali, PartnerRe Twice supervised ~$500bn in assets NAV ~1,600m² Strategy: Investments across the full capital structure, mostly in private companies Investment approach: Special situation opportunities in idiosyncratic niches Geography: Global with a bias to Europe & Asia 2. As of 30th June 2023. Includes strategies that are not currently open to external investors. INNOVATION James Anderson 40 years investment experience Partner Baillie Gifford (1987 - 2022) Former co-manager Vanguard Intl Growth Fund & Scottish Mortgage Investment Trust. Chair of Kinnevik AB NAV ~500m¹ Strategy: Primarily public equity with some private equity, on a long-only basis Investment approach: Identifying rare structural winners, concentrated, long- term commitment Geography: Global LINGOTTO INVESTMENT MANAGEMENT LLP 22

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