Navigator 2025 Investor Day Presentation

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Stock Navigator Global Investments Ltd (NGI.ASX)
Release Time 13 Nov 2025, 8:22 a.m.
Price Sensitive Yes
 Navigator Showcases Strategic Partnership Plans
Key Points
  • Expanding resources and support infrastructure through partnership with Blue Owl's GP Strategic Capital
  • Diving into asset-backed finance with new partner firm
  • Uncovering alternative platforms and bespoke solutions for investors
Full Summary

Navigator Global Investments Ltd (NGI) held its 2025 Investor Day, showcasing its strategic partnership plans. The company highlighted its partnership with GP Strategic Capital, a platform of Blue Owl Capital Inc., which provides NGI with support on growth initiatives and access to Blue Owl's Business Services Platform. NGI also introduced new partner firms, including a $1 billion AUM healthcare-focused growth equity and buyout firm, and a $13 billion AUM asset-backed finance specialist. The presentation delved into NGI's unique value proposition as the only ASX-listed company focused solely on partnering with alternative asset managers. It discussed the benefits of NGI's minority stake model, the importance of performance fees, and the 'flywheel' of diversified, high-margin partner firms driving NGI's growing revenues, cashflow, and enterprise value. The company emphasized its ability to provide growth capital, strategic advice, and access to Blue Owl's business services to support the expansion of its partner firms.