Page 29 - investor presentation

Investment Strategy

Investment strategy varies by geography in US (Environmental Tech), Japan (Semicon/EV Battery materials) and

SE Asia (Digital/Healthcare) with ~U$3.6bn deal pipelines already in place
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North America – US North Asia – Japan SE Asia – Vietnam, Malaysia, Indonesia

Overview Strong environmental policy and regulation drives Small to Mid-sized companies with dominant Level of economic and social development varies
growth for clean tech/solutions market position or advanced technologies in by country, but Pan-ASEAN growth areas emerge
· e.g., Ratio of recycled materials for Packaging product Semiconductor and EV battery materials in mobility platform, healthcare and e-commerce
(CA 25%, Washington 50% from 2030) · Competitive strengths in niche market · Geographic expansion of proven business model in
China/Korea into SE Asian countries
Significant growth for ESG investing drives Undervalued companies with significant upside
increasing investment in innovative solutions companies, and potential synergy creation In emerging countries, strategic partnership
· AI, Robotics, chemical catalyst/solutions, etc with strong local players are important factor for
success

Investment Semiconductor materials
Theme ESG focus investing [Vietnam] Strategic co-investment rights with
· Food Tech, Hydrogen, Recycling, carbon-free fuel · Power semiconductor, EUV/CIS Photo resist, Advanced Vin/Masan Group
packaging, CMP pad components and parts
Carbon capture utilization & storage EV battery materials · Vietnam’s #1 and #3 conglomerates operating in
majority of high growth areas in Vietnam
· Capture : direct air capture, separation technologies
(membrane, oxyfuel, absorption, etc) · Anode, cathode, electrolyte materials, conductive,
· Storage : geological sequestration, algae, mineral separator for lithium ion batteries [Malaysia/Indonesia] High growth sectors in
Eco-friendly materials Digital (Fintech, e-commerce) & healthcare
Investment in leading TechCo with original IP · Bio-degradable materials and plastic, battery recycling · Strong growth in technology sectors and associated
and value up through Asia expansion (JV, licensing) unicorns in digital / healthcare
· Proven technologies to SK’s Asia presence for market & Investment in leading TechCo and value up · Potential to grow Pan-ASEAN mobility platform based
customer expansion through business collaboration or JV on large/young/digital-savvy population

Allocation 30% of Fund Size 30% of Fund Size 40% of Fund Size

For co-investment with SK affiliates, significant For co-investment with SK affiliates, significant For co-investment with SK affiliates, significant
minority investment as FI (~20%) minority investment as FI (~20%) minority investment as FI (~20%)

* Deal Pipeline by geography : Appendix

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