Jefferies Financial Group Investor Presentation Deck slide image

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 61
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