Kinnevik Results Presentation Deck
OUR NAV IS DOWN 6% IN THE QUARTER WITH WRITE-DOWNS AND LACKLUSTRE
PERFORMANCE IN PUBLIC GROWTH ASSETS PARTLY OFFSET BY TELE2
72.4
4.9
1.0
2.9
10.5
6.9
5.5
11.6
24.2
Q4 2021
5.4
(0.5)
260
Net Asset Value Development
• Value-Based Care Virtual Care Platforms & Marketplaces Software Consumer Finance Early Bets & New Themes Emerging Markets & Other • Tele2
.Net Cash/ (Debt) Other Net Assets/(Liabilities). NAV Per Share, SEK
2.5
Tele2
(2.2)
GFG
(1.6)
(1.0)
Derating in listed Healthcare
assets with ripple effects in
the private portfolio
Teladoc
& Babylon
(0.8)
Unlisted
Platforms
Value-Based & Marketplaces
Care
(0.7)
(0.2)
Write-downs across the
unlisted portfolio with some
downside protection
Software
Rest of
2016-22
Cohort
(0.5)
Emerging
Markets
0.6
Net
Investments
NAV
Down (6)%
67.9
2.1
2.9
10.2
6.1
3.9
10.2
26.7
Q1 2022
5.0
(0.7)
244
1.4
13
Down (6)%
2022 YTD
67.8
1.9
2.9
10.2
6.1
3.5
10.1
27.3
Listed per
Last Close
5.0
(0.7)
1.4
243
(9) ΚΙΝΝEVIKView entire presentation