Introduction to Omni Bridgeway and Analyst Data Pack

Core Insights - Omni Bridgeway has released an Analyst Data Pack to enhance transparency regarding its business model, portfolio construction, and long-term value creation [2][3] - The presentation aims to support informed engagement with analysts and investors, expanding on performance drivers, risk management, and strategic positioning [2] Company Overview - Omni Bridgeway is a global alternative asset manager specializing in legal assets, managing over A$5.5 billion across 10 funds [4] - The company has a 40-year track record and has consistently outperformed across various economic cycles [4] - It operates with a team of 160 professionals in over 20 locations across 15 countries, making it the largest platform for managing legal assets [4] Business Model and Performance - The Analyst Data Pack outlines how legal finance operates and its ability to deliver asymmetric, uncorrelated returns across economic cycles [5] - Omni Bridgeway's business model is capital light, with the potential to achieve over 30% return on equity (ROE) [5] - The company has a long-term track record of 2.4x multiple on invested capital (MOIC) across 25 vintages, with over 800 completed investments and more than A$2 billion in realizations [5]