Jefferies Financial Group Investor Day Presentation Deck
Growth and Momentum
Continued growth in Leucadia Asset Management, as evidenced by 2022's increased management fee revenue and AUM(¹). In LTM Q3 2022:
New products and offerings have supported ongoing growth of Assets Under Management ("AUM") of Affiliated Managers(¹) to $31 billion, a 33% increase since fiscal year-end 2021
Fee based revenues(2) of $89 million; including $56 million of management fees and $33 million of performance fees
$67 million from revenue share participation with low associated direct costs
Investment performance of +6%(³) outperformed S&P 500 Index (-13%) and HFRI Equity Hedge Index (-10%)
Five strategies were added in FY 2022 and several additional strategies are actively fundraising
- Solid demand for existing multi-manager and credit strategies
▪ Jefferies' broad reach continues to provide a consistent flow of attractive investment opportunities
▪ 50% owned Jefferies Finance (included within Investment Banking results) manages an additional $13.8 billion, up from $10.5 billion in Q3 2021
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Aggregate NAV-Equivalent AUM(1)
($ Billions)
11
FY 2019
See pages 65-69 at the back of this presentation for endnotes.
16
FY 2020
51
24
FY 2021
31
Q3 2022
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