For personal use only

NAOS EMERGING

Level 34, MLC Centre

OPPORTUNITIES

19

Martin Place

COMPANY LIMITED

Sydney NSW 2000

(ASX: NCC)

T

(02) 9002 1576

ABN 58 161 106 510

F

(02) 8215 0037

E

enquiries@naos.com.au

www.naos.com.au

3 February 2022

ASX Market Announcements

ASX Limited

20 Bridge Street

Sydney NSW 2000

Q2 FY22 Investor Update and Q&A - Presentation Materials

Please find attached the presentation materials for the Q2 FY22 Investor Update and Q&A to be held by NAOS Asset Management Limited today at 10:30am (AEDT).

Authorised by:

Rajiv Sharma

Company Secretary

ersonal use only

Q2 FY22

INVESTOR UPDATE & Q&A

Thursday 3 February 2022 | 10:30 am (AEDT)

Audio Dial In: +61 2 9091 7604

Audio Access Code: 972-947-023

PRESENTED BY

NAOS ASSET MANAGEMENT

ersonal use only

Important information

This material has been prepared by NAOS Asset Management Limited (ABN 23 107 624 126, AFSL 273529) (NAOS) for general information purposes only and must not be construed as investment advice. It does not constitute an offer to purchase any security or financial product or service referred to herein. Any such offer or solicitation shall only be made pursuant to a relevant offer document, which is available by calling NAOS on (02) 9002 1576. This material does not take into account the investment objectives, financial situation or needs of any particular investor. Before making an investment decision, investors should consider obtaining professional investment advice that is tailored to their specific circumstances.

Where past performance information is shown, it is intended to be for general illustrative purposes only. Past performance is not a reliable indication of future performance. In relation to any NAOS financial product or service referred to herein, NAOS does not guarantee its future performance, the amount or timing of any returns or that any investment objectives will be achieved.

Statements contained in this material that are not historical facts are based on the current expectations, estimates, projections, opinions, assumptions and beliefs of NAOS, which are subject to change without notice. This material may also contain forward-looking statements. Forward- looking statements are not guarantees or predictions of future performance and involve known and unknown risks, uncertainty and other factors beyond NAOS' control. Unless otherwise expressly stated, no independent person has reviewed the reasonableness of any such forward-looking statements or assumption. Undue reliance should not be placed on forward-looking statements as actual events or results or the actual performance of a NAOS financial product or service may materially differ from those reflected or contemplated in such forward-looking statements.

Neither NAOS or any of its respective officers or employees makes any representation or warranty (express or implied) with respect to the correctness, accuracy, reasonableness or completeness of any information contained in this material and to the maximum extent permitted by law, NAOS disclaims all liability to any person relying on the information contained in this material in relation to any loss or damage (including consequential loss or damage), however caused, which may be suffered directly or indirectly in respect of such information.

This material must not be reproduced or disclosed, in whole or in part, without the prior written consent of NAOS. Certain economic, market or company information contained in this material may have been obtained from published sources prepared by third parties. Any trademarks, logos or service marks contained herein may be the registered or unregistered trademarks of their respective owners. Nothing contained herein should be construed as granting by implication or otherwise, any license or right to use any trademark displayed without the written permission of the owner.

CONVICTION. LONG TERM. ALIGNED | Copyright 2022 NAOS Asset Management Limited

2

NAOS Asset Management

Our Mission

only

To provide investors genuine long-term, concentrated exposure to growing

Australian undervalued emerging companies with an industrial focus.

NAOS established its first Listed Investment Company (LIC) in 2013 with 400 shareholders, today NAOS

manages ~$400 million across three LICs and one private investment fund for approximately 8,000 investors.

use

Our directors and employees hold significant investments across the NAOS investment strategies, creating

strong alignment of interests with all investors.

We believe that demonstrating leadership in ESG is ultimately a differentiating factor that benefits all parties. At

NAOS we strive to create a positive impact on social, environmental and governance issues. We choose our

investments based on a long list of criteria which include their ability to grow their revenue base, their pricing

ersonal

power, scalability, as well as their capability to internally fund their expansion.

CONVICTION. LONG TERM. ALIGNED | Copyright 2022 NAOS Asset Management Limited

3

NAOS Directors and Team

OUR

DIRECTORS

only

Sebastian Evans

Warwick Evans

Sarah Williams

Managing Director, NAOS

Chairman, NAOS Asset

Independent Director,

Asset Management

Management Limited &

NCC and NAC

Limited &

Director NCC, NSC & NAC

Director NCC, NSC & NAC

OUR

TEAM

use

ersonal

Sebastian Evans

Robert Miller

Brendan York

Chief Investment Officer

Portfolio Manager

Portfolio Manager

Richard Preedy

Rajiv Sharma

Angela Zammit

Chief Financial and

Head of Legal and

Marketing &

Operating Officer

Compliance

Communications Manager

CONVICTION. LONG TERM. ALIGNED | Copyright 2022 NAOS Asset Management Limited

Mark Bennett

Trevor Carroll

Matthew Hyder

David Rickards OAM

Independent Chairman &

Director, NAOS Asset

Independent Chairman

Director, NAOS Asset

Director,

Management Limited

NSC

Management Limited

NCC and NAC &

Independent Director NSC

Jared Tilley

Nelson DeMestre

Senior Investment Analyst

Associate Analyst

Julie Coventry

Business Sustainability

Analyst

4

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Disclaimer

Naos Emerging Opportunities Company Limited published this content on 02 February 2022 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 02 February 2022 23:08:04 UTC.