Investor Presentaiton
Bombora
Target
Portfolio
Cash and Liquid
Listed Equities
20-40%
. 10-20% cash; and
-
15 30 liquid listed equity investments,
increasing portfolio diversity
A concentrated high conviction
portfolio of between 25 - 50
holdings
• Diversification of investment
theme and industry sector
Detailed due diligence process
with unanimous Investment
Committee approval required
for each investment
Strong selling discipline
Actively Managed
Listed Equities
20-30%
6-10 actively managed investments, often from
pre IPO portfolio
Average individual investment size of 4-7% of the
portfolio
5-20% issued equity of each company
Active positions managed by designated member
of the Bombora team
Actively Managed
Pre IPO
40-50%
•
.
-
10 20 individual investments at any
one time
Average individual investment size of
3-5% of the portfolio
Investments spread across key
investment themes and sectors
More than 50% actively managed by
designated member of the Bombora
team
Includes convertible note and special
situation opportunities
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