SRX Global (SRXH) Investor presentation summary

Platform overview and strategy

• AI-enabled platform invests in high-conviction operating companies, strategic assets, and technology-driven opportunities.

• Multi-asset design includes core BTC and ETH holdings, with strategic allocation to traditional and alternative assets.

• Proprietary quantitative AI (QAM) engine optimizes allocation, manages volatility, and adapts dynamically to market cycles.

• Value compounded through disciplined capital allocation, operational excellence, and innovation.

• Leadership team combines expertise in consumer brands, finance, and quantitative asset management.

EMJX platform and performance

• EMJX employs a dual value creation model: NAV growth via strategic asset acquisition and option yield through hedging strategies.

• Core allocation is 60-80% BTC and ETH, with up to 25% in options for hedging and income, and 5-15% in high-conviction assets.

• Proprietary QAM engine pinpoints entry/exit points and optimizes allocations across cycles.

• EMJX outperformed crypto-treasury peers, compounding +24.8% from Feb to July 2026, while Bitcoin and comparables declined.

• Institutional-grade risk management includes scenario-based stress testing, dynamic position sizing, and robust collateral management.

Halo pet food brand

• Halo is a 30-year pioneer in natural pet food, focusing on all-natural, sustainably sourced products for dogs and cats.

• $6.3M in 1H'26 revenue, driven by recurring e-commerce sales via Chewy and Amazon.

• Targets high-income pet owners with low price sensitivity and strong brand loyalty.

• Asset-light model leverages agile manufacturing and co-manufacturing partners.

• Growth strategy includes margin improvement, brand unification, online channel expansion, and brick-and-mortar entry in 2027.