Jefferies Financial Group Investor Presentation Deck
Our Platforms and Strategies
($ Billions)
Multi-Manager
Credit
Equity
Long/Short
Other
(2) A
DYMON ASIA
(2) SSCHONFELD
Topwater
(2) W WEISS
(2)
(2)
(2)
CAM
CATENARY ALTERNATIVES ASSET MANAGEMENT
(2)
3/5/2 CAPITAL
FOUR SIXTHREE
CAPITAL LP
HILDENE
CAPITAL MANAGEMENT
(2) ISO
(5)
Jefferies
FINANCE
PEARLSTONE
ALTERNATIVE
POINT BONITA
CAPITAL
(2) JAT
CAPITAL
MANAGEMENT
KATHMANDU
(2) SVI
(2)
StemPoint
capital
(3) MIM Monashee
Strategic Vision Investment
*
INVESTMENT MANAGEMENT
(4) CORE COMMODITY
MANAGEMENT
(2)
(2)
(4)
TEPHRA
DIGITAL
Manteio
Capital
ILLUMINATE
FINANCIAL
Strategy
Multi
Equities
Multi
Multi
Equities
Asset-Backed Securities
Special
Situations/Distressed
Asset-Based &
Opportunistic Credit
Long/Short Bank Credit
Corporate Credit
European Opportunistic
Credit
Trade Finance
TMT Equities
Energy / Cyclicals
Greater China Equities
Bio-Pharma
Capital Markets
Commodity-Related
Liquid Digital Assets
Quant/Al
Fintech Venture Capital
*Denotes new strategy was added in FY2023
See pages 65-70 at the back of this presentation for endnotes.
AUM (1)
$1.8
$3.6
$0.3
$2.9
$0.2
$0.4
$0.6
$3.9
$0.1
$14.0
$0.1
$1.4
$0.7
$0.3
$0.2
$0.2
$1.9
$9.7
$0.0
$0.1
$0.2
Invested
2020
2019
2013
2018
Description
Asia-focused multi-manager platform investing across equities, credit, fixed income/rates, and FX
Market-neutral equity platform focused on fundamental and tactical strategies globally
First-loss, scalable multi-manager and multi-strategy liquid securities platform
Multi-strategy asset manager with 40-year track record (founded in 1978) allocating across equities, credit, and macro
Multi-PM, market-neutral platform built on proprietary insights into where alpha resides within equity markets
2020 Structured product strategies, emphasizing consumer-related asset-backed securities
2021
Distressed and opportunistic credit strategy investing across sectors and geographies
2023
2022
2022
2004
2022
Diversified institutional asset manager focused on asset-based and credit opportunities; founded in 2008
Niche long/short strategy focused on bank credit-related instruments
CLO manager, leveraged finance and middle-market credit investing platform
Pan-European fundamental credit strategy focused on idiosyncratic opportunities
Trade finance and supply chain-based corporate credit investments
2019
2021 Fundamental TMT-focused long/short equity manager
2018 Global long/short equity strategy specializing in energy and related cyclical sectors
2021
Greater China-focused fundamental L/S equity manager focused on structural mega trends
Long-biased, biopharma focused long/short equity strategy
2023
2020 Focus on capital markets new issuance across equities, converts, credit, and crossover strategies; founded in 2011
2011 Active strategies designed to provide enhanced commodity exposure
2022
Digital assets strategy providing exposure to the blockchain and Web3 ecosystem
2021
Quantitative strategy that leverages Artificial Intelligence and traditional capital markets insights
Venture capital firm dedicated to fintech/enterprise software companies; founded in 2014
2022
Jefferies
61View entire presentation