Exor Investor Day

WE HAVE CONTINUED TO LOOK FOR NEW COMPANIES IN OUR THREE PRIORITY SECTORS ABILITY TO BE A GREAT COMPANY WITH GREAT PEOPLE Priorities HEALTHCARE LUXURY TECHNOLOGY Rationale A non-cyclical sector with structural tailwinds Large sector with significant inefficiencies where we can accelerate innovation Technology-enabled healthcare solutions can be highly scalable FOCUS OF NEXT SLIDES A growing and resilient sector with demographic tailwinds Can benefit from our long-term committed capital and experience of family ownership Technology is changing the customer connection and supply chain transparency Is under-represented in our portfolio and has substantial growth potential Our ownership of operating companies makes us attractive partners to related technology companies We bring an understanding of high growth companies from our Ventures investments We also remain open to new sectors and geographies where we can build great companies with great people 8 Exor I

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