Investor Presentaiton
Portfolio Has a Focus on Long-term Non-cyclical Growth Drivers
Portfolio positioned for a range of possible macro-economic conditions with a demonstrated
ability to perform well in a challenging environment: 21.4% NAV TR during 2020
Technology / e-commerce
- 38% of value
- Significant exposure to
software/security
- Broader tech
applications incl.
Industrial Technology
- Exposure to e-commerce
trends
BYLIGHT
Lighting The Path
EXCELITAS
TECHNOLOGIES
ENGINEERING
BeyondTrust
CONSTELLATION
AUTOMOTIVE GROUP
Digital
River
Solace Systems
solarwinds
Finalsite
ACCEDIAN
AutoStore
...REALPAGE
OZPG
PETSMART chewy.com
.com MHS
RENAISSANCE
Other Long-term Secular Growth Trends
18% of value
- Target higher growth
rates due to long-term
trends/behaviour
changes
Diversified across
sectors
ACTION
LeasePlan
DUFF&PHELPS A Advisor Group
M MARQUEE BRANDS
Holley
BRANDED
CITIES
IN YOUR CORNER
Industries with Low Cyclicality
- 26% of value
- Characterised by more
defensive sectors or
end-markets
- Diversified across
PLASKOLITE
OMEGA
sectors
- Includes quasi-
infrastructure
investments
ENVIRONMENTAL
TECHNOLOGIES
QPARK
>>>>Hivory
USI
CH-GUENTHER
ā & SON
STAPLES
Lasko
GFL TELXIUS
Healthcare Related
14% of value
- Focus on devices and
improving healthcare
delivery or systems
Favourable sector
tailwinds including aging
demographics
agiliti
INNOVACARE
HEALTH
FV
HOSPITAL
COTIVITI
for the road ahead"
VVIANT drive
Note: as of 31 May 2021. Percentages represent value of top 40 investments within each category. Representative transactions to highlight themes and not intended to be a comprehensive analysis of all
investments and strategies. Represents top 40 investments, one of which does not fit in the categories above (4% of value). One company within low cyclicality is undisclosed.
NEUBERGER BERMAN
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