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nancial Engineering a High Growth/ International a Hedges 0 10 20 30 40 so so (months) Investment Horizon • minimum • Maximum Although Deep Value, Turnaround investments will represent the main focus of the portfolio, GP does make shorter-term opportunistic investments Financial Engineering
years 15 EFTA_R1_0 1947049 EFTA02672833 Strategy a Execution Investment Buckets Hedges Ugh Growth/International Financial Engineering Deep, Deep Value "Turnaround" • Deep, Deep Value "Turnaround" • Financial Engineering a High Growth/ International a Hedges 0 10 20 30 40 so so (months)
Although Deep Value, Turnaround investments will represent the main focus of the portfolio, GP does make shorter-term opportunistic investments Financial Engineering plays include pre- IPO financings, bridge equity, mezzanine investments, etc. High Growth companies and/or non- US investments will collectively ma
al Financial Engineering Deep, Deep Value "Turnaround* 0 10 20 30 40 Investment Horizon • Minimum • Maximum SO 60 (months) • Although Deep Value, Turnaround investments will represent the main focus of the portfolio, GP does make shorter-term opportunistic investments • Financial Engineer
. The typical investment holding period is between 2-4 years 15 EFTA00505794 Strategy & Execution Investment Buckets 10% 8% 2% MIS a Deep, Deep Value "Turnaround" • Financial Engineering - High Growth/ International • Hedges Hedges High Growth/International Financial Engineering Deep, Deep
lthough Deep Value, Turnaround investments will represent the main focus of the portfolio, GP does make shorter-term opportunistic investments • Financial Engineering plays include pre-IPO financings, bridge equity, mezzanine investments, etc. • High Growth companies and/or non- US investments will collectively
. Financial Engineering Deep, Deep Value "Turnaround" Investment Horizon ■ Minimum ■ Maximum 0 10 20 30 40 50 60 (months) • Although Deep Value, Turnaround investments will represent the main focus of the portfolio, GP does make shorter-term opportunistic investments • Financial Engineer
ation. The typical investment holding period is between 2-4 years 18 EFTA00505824 Strategy & Execution Investment Buckets 10% 8% 2% a Deep, Deep Value 'Turnaround" a Financial Engineering High Growth/ International ■ Hedges *II Hedges : High Growth/International . Financial Engineering Dee
t holding period is between 2-4 years 18 EFTA00505824 Strategy & Execution Investment Buckets 10% 8% 2% a Deep, Deep Value 'Turnaround" a Financial Engineering High Growth/ International ■ Hedges *II Hedges : High Growth/International . Financial Engineering Deep, Deep Value "Turnaround" Investment
Entities connected to both Deep Value and Financial Engineering

Anne Hathaway
PERSONHobart
LOCATIONWestern US
LOCATIONBarron Partners
ORGANIZATIONPali Capital
ORGANIZATIONEugene Kim
PERSONGalloway Partners
ORGANIZATIONthe Tech/Telcom
ORGANIZATIONConsumer Retail
ORGANIZATIONHealthcare Services and Business Services
ORGANIZATIONthe Small and Micro
ORGANIZATIONLISTCO
ORGANIZATIONMgmt Co.
ORGANIZATIONUltra Micro
ORGANIZATIONEmpire Capital
ORGANIZATIONthe Small & Mid Cap
ORGANIZATIONMid-Large Caps
ORGANIZATIONpre-Lehman
ORGANIZATIONM-Value
ORGANIZATIONCatalysts/News
ORGANIZATION