Epstein Secrets

s beginning to move out of Mid-Large Caps. Small & Micro Cap valuations remain compelling relative to larger caps which have already recovered to pre-Lehman levels • Markets no longer punishing "bad" news Expect favorable momentum to be supportive for the next 2-4 years EFTA_R1_01947044 EFTA02672828

• Board/Mgmt role • M&A Approach Analysis with • Regular • Block Sale • Pending • Scenario stakeholders Reporting • Market Sell- Catalysts/News Analysis • Legal. Tax & requirements Down • Fundamental Metrics: • Business Risk Assessment Compliance sign-off • Management Update

s beginning to move out of Mid-Large Caps. Small & Micro Cap valuations remain compelling relative to larger caps which have already recovered to pre-Lehman levels Markets no longer punishing "bad" news Expect favorable momentum to be supportive for the next 2-4 years 10 EFTA00505789 Strategy & Exe

ations • Board/Mgmt role • Approach Analysis with • Regular • Block Sale • Pending • Scenario stakeholders Reporting • Market Sell- Catalysts/News Analysis • Legal, Tax & requirements Down • Fundamental Metrics: • Business Risk Assessment Compliance sign-off • Management Updates

s beginning to move out of Mid-Large Caps. Small & Micro Cap valuations remain compelling relative to larger caps which have already recovered to pre-Lehman levels Markets no longer punishing "bad" news Expect favorable momentum to be supportive for the next 2-4 years 11 EFTA00505817 Strategy & Exe

ations • Board/Mgmt role • Approach Analysis with • Regular • Block Sale • Pending • Scenario stakeholders Reporting • Market Sell- Catalysts/News Analysis • Legal, Tax & requirements Down • Fundamental Metrics: • Business Risk Assessment Compliance sign-off • Management Updates