Jefferies Financial Group Investor Day Presentation Deck
Our Platforms and Strategies
($ Billions)
Multi-
Manager
Fundamental
Credit
Quant
VC
*
*
*
W
SSCHONFELD
DYMON ASIA
*
MIM
WEISS
INVESTMENT MANAGEMENT
CORE COMMODITY
MANAGEMENT
Topwater
Monashee (3)
(4)
SOLANAS
CAPITAL
* TEPHRA (2)
DIGITAL
KATHMANDU
JAT CAPITAL
MANAGEMENT
(2)
Jefferies (5)
FINANCE
SVI (2)
Strategic Vision Investment
352 CAPITAL
FOUR SIXTHREE
CAPITAL LE
POINT BONITA
CAPITAL
HILDENE
CAPITAL MANAGEMENT
ISO
(2)
Manteio
Capital
ILLUMINATE
FINANCIAL
(2)
(2)
PEARLSTONE (2)
ALTERNATIVE
(2)
(2)
(2)
(2)
(4)
Strategy
Multi
Equities
Multi
Multi
Capital Markets
Commodity-Related
ESG
Liquid Digital Assets
Energy / Cyclicals
TMT Equities
Greater China Equities
Corporate Credit
Trade Finance
Asset-Backed Securities
Special Situations/Distressed
Asset-Based & Opportunistic Credit
European Opportunistic Credit
Long/Short Bank Credit
Quant/Al
Fintech Venture Capital
*Denotes strategy was added in FY 2022
See pages 65-69 at the back of this presentation for endnotes.
AUM (1)
$3.2
$5.1
$2.7
$0.2
$2.6
$11.1
$0.1
$0.0
$0.2
$0.4
$1.0
$13.8
$0.9
$0.3
$0.5
$2.6
NA (6)
NA (6)
$0.4
$0.1
Founded Description
1978
Multi-strategy asset manager with 40-year track record allocating across equities, credit, and macro
2014 Market-neutral equity platform focused on fundamental and tactical strategies globally
2008
Asia-focused multi-manager platform investing across equities, credit, fixed income/rates, and FX
First-loss, scalable multi-manager and multi-strategy liquid securities platform
2002
2011
Focus on capital markets new issuance across equities, converts, credit, and crossover strategies
Active strategies designed to provide enhanced commodity exposure
2003
2009
ESG long/short equity strategy investing across alternative energy and sustainable resources
2022
Digital assets strategy providing exposure to the blockchain and Web3 ecosystem
2015
Global long/short equity strategy specializing in energy and related cyclical sectors
2020
Fundamental TMT-focused long/short equity manager
2014
2004
2019 Trade finance and supply chain-based corporate credit investments
2020
2020
2008
2022
2022
2020
2014
Greater China-focused fundamental L/S equity manager focused on structural mega trends
CLO manager, leveraged finance and middle-market credit investing platform
Structured product strategies, emphasizing consumer-related asset-backed securities
Distressed and opportunistic credit strategy investing across sectors and geographies
Diversified institutional asset manager focused on asset-based and credit opportunities
Pan-European fundamental credit strategy focused on idiosyncratic opportunities
Niche long/short strategy focused on bank credit-related instruments
Quantitative strategy that leverages Artificial Intelligence and traditional capital markets insights
Venture capital firm dedicated to fintech/enterprise software companies
54
JefferiesView entire presentation