8I HOLDINGS LTD — AGM Information 2021

Jul 26, 2021

8I Holdings Limited FY2021 Annual General Meeting 27[TH] JULY 2021, 9:30AM SST

==> picture [76 x 70] intentionally omitted <==

==> picture [77 x 70] intentionally omitted <==

01 FY2021 KEY DEVELOPMENTS FINANCIAL EDUCATION TECHNOLOGY FINANCIAL ASSET MANAGEMENT 02 FY2021 FINANCIAL REVIEW AGENDA 03 LOOKING AHEAD 04 Q & A

==> picture [76 x 70] intentionally omitted <==

FY2021 KEY DEVELOPMENTS

FY2021 KEY DEVELOPMENTS

==> picture [77 x 70] intentionally omitted <==

FINANCIAL EDUCATION TECHNOLOGY

• 8BIT Global granted Financial adviser license by MAS

• Cementing our position in key markets • Building a recurring revenue model with technology • 3-point strategy: Acquisition, Retention & Technology Development • Improved financial performance and profitability FINANCIAL ASSET MANAGEMENT • Improvement in investment gains • Setting up of 8IH VCC

FY2021 KEY DEVELOPMENTS - FINANCIAL ASSET MANAGEMENT

==> picture [77 x 70] intentionally omitted <==

• SEGMENT UPDATE

• FINANCIAL ASSET MANAGEMENT

FY2021 KEY DEVELOPMENTS - FINANCIAL ASSET MANAGEMENT

Hidden Champions Fund (“HCF”) Class 1 Performance

==> picture [77 x 70] intentionally omitted <==

• •Listed securities under HCF registered an unrealised fair value gain on investment securities of S$2.6 million. •HCF Class 1 portfolio return of approximately 30% in FY2021 •Invested in shortlisted companies at a discount during pandemic outbreak and crash of global equities in March 2020 •Companies not only withstood impact of COVID-19, but also thrived during crisis due to strong fundamentals

FY2021 KEY DEVELOPMENTS - FINANCIAL ASSET MANAGEMENT

Setting up of 8IH VCC

==> picture [77 x 70] intentionally omitted <==

• Setting up of 8IH Variable Capital Company (“VCC”) provides:

• Greater Operational Flexibility

• Improved Corporate Governance

• 2 sub-funds set up in FY2021

8IH VCC VI U.S. VIQuant Sub-Fund Sub-Fund

==> picture [76 x 70] intentionally omitted <==

FINANCIAL REVIEW

FY2021 FINANCIAL REVIEW

Revenue (S$’m)

Net Profit After Tax Attributable to Equity Holders of the Company (S$’m)

Earnings Per Share (Singapore cents)

==> picture [77 x 70] intentionally omitted <==

==> picture [1551 x 882] intentionally omitted <==

----- Start of picture text -----

40
10 3
7.9
2.21
32.5
2
5
30
25.3
1
FY2019 FY2020
0
FY2021 FY2019 FY2020
20
0
FY2021
-3.7
-5
11.9
-1
-1.02
10
-10
-2
-10.2
0
FY2019 FY2020 FY2021 -15 -3 -2.80
Free Cash Flow (S$’m)
Cash and Cash Equivalents Operating Cash Flow (S$’m)
($S’m)
30 15
10 8.9
26.8
10.2
10
5.1
5
5.7
20 18.4
5
FY2019
0
12.4
FY2019 FY2020 FY2021
FY2020 FY2021
0
FY2020
FY2021
10
-5
-5
-6.3 -6.9
-10
0
-10
FY2019 FY2020 FY2021
Digital Marketing Segment contribution Prior to disposal
----- End of picture text -----*

==> picture [77 x 70] intentionally omitted <==

LOOKING AHEAD

• LOOKING AHEAD FINEDUTECH

==> picture [77 x 70] intentionally omitted <==

• Investing for a Smarter Future – Digitalisation & Talent

• • Expanding our addressable market

• • Positioned to offer more regulated products and services

==> picture [77 x 70] intentionally omitted <==

• FINANCIAL ASSET MANAGEMENT

Remain committed to investment process, introduce technology-focused initiatives to digitalise thinktank and methodology

AHEAD

LOOKING AHEAD - FINANCIAL ASSET MANAGEMENT

HCCM Rebranding Exercise

==> picture [377 x 386] intentionally omitted <==

==> picture [77 x 70] intentionally omitted <==

==> picture [457 x 258] intentionally omitted <==

==> picture [430 x 209] intentionally omitted <==

==> picture [584 x 182] intentionally omitted <==

WITH SECONDARY COLOR

LOOKING AHEAD - FINANCIAL ASSET MANAGEMENT VI Fund Management

==> picture [77 x 70] intentionally omitted <==

==> picture [1621 x 647] intentionally omitted <==

----- Start of picture text -----

VI Fund
Investment team
ML Assisted
Management
builds algorithms for
Research
ML-based R&D for
stock-picking
Investment team
parameters
makes stock-
VI Fund VI Quant
picking decision
Series Series
VI Fund VI Fund VI Quant VI Quant
Asia US Asia US
----- End of picture text -----

LOOKING AHEAD - FINANCIAL ASSET MANAGEMENT VI Quant Fund Investment Framework

==> picture [77 x 70] intentionally omitted <==

Automation To Eliminate Investing Behavioral Biases

==> picture [270 x 168] intentionally omitted <==

----- Start of picture text -----

ML Based Research
Automated Stock
Selection Criteria &
Portfolio Allocation
----- End of picture text -----

==> picture [240 x 261] intentionally omitted <==

==> picture [84 x 252] intentionally omitted <==

==> picture [1005 x 697] intentionally omitted <==

----- Start of picture text -----

•
Eliminate Risk Financial Distress
•
of Permanent According Manipulations
•
Capital Loss Fraud
•
Filter High Disrupters & Innovators
•
Quality Visionary Management
•
Stocks High Ops Leverage
Select
•
EV-GP-Growth
Reasonably •
Adjusted DCF
Priced Basket
•
Equal Sizing
•
Automated Rebalance
•
Execution Chop Losers
•
Add to Winners
----- End of picture text -----

LOOKING AHEAD - FINANCIAL ASSET MANAGEMENT

==> picture [866 x 465] intentionally omitted <==

----- Start of picture text -----

VI Quant Fund Performance
Graph of $100 invested in
fund from Apr’20 – Jun’21
Performance since APR 2020 CAGR growth rate
+123% +88%
Versus S&P500 +66% Versus S&P500 +49%
----- End of picture text -----

==> picture [77 x 70] intentionally omitted <==

==> picture [930 x 441] intentionally omitted <==

==> picture [930 x 402] intentionally omitted <==

LOOKING AHEAD - FINANCIAL ASSET MANAGEMENT

Eliminating Risk of Permanent Loss of Capital

==> picture [866 x 725] intentionally omitted <==

==> picture [650 x 985] intentionally omitted <==

==> picture [77 x 70] intentionally omitted <==

LOOKING AHEAD - FINANCIAL ASSET MANAGEMENT

Investing in Growth

==> picture [77 x 70] intentionally omitted <==

==> picture [1920 x 860] intentionally omitted <==

----- Start of picture text -----

Our Target Zone
----- End of picture text -----

LOOKING AHEAD - FINANCIAL ASSET MANAGEMENT How do we achieve Out Performance?

==> picture [77 x 70] intentionally omitted <==

==> picture [1363 x 862] intentionally omitted <==

LOOKING AHEAD - FINANCIAL ASSET MANAGEMENT Achieving Sustainable Out Performance

==> picture [77 x 70] intentionally omitted <==

• Equally Weighted 50 – 100 Stock Positions Diversification into basket of Great Growing Companies

• Cut The Losers Fast! Code investment strategies into an intelligent, yet emotionless repeatable process

• Strengthen The Portfolio Statistical Machine-Learning support enable better stock selection and portfolio allocation, resulting in an ever-improving portfolio of companies over time

• • Rigorous Back-testing and Improvement of strategies Investment strategies back-tested over 20 years and takes financial crisis into account to fine-tune the investment strategies and processes

LOOKING AHEAD - FINANCIAL ASSET MANAGEMENT

VI Quant Fund Indication of Interest Registration

==> picture [606 x 470] intentionally omitted <==

hiddenchampionsfund.com/VIQUANT

Register Interest For Those Who Want To:

• Implement Data Driven Strategy to Portfolio

• Love Efficiency

• Love Automation

• Wants to Lower Risk

==> picture [77 x 70] intentionally omitted <==

LOOKING AHEAD

==> picture [76 x 70] intentionally omitted <==

Deepen synergy between dual engines; FinEduTech and Financial Asset Management, to create greater value “ At we continue to our business 8I, strengthen – on a the ecosystem single platform leveraging power of AI, big data and machine learning that sharpens our competitive edge, sharing value and our investing knowledge empowering growing community to make smart investment decisions by applying the principles of value investing. ”

==> picture [128 x 129] intentionally omitted <==

Q&A