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1.
Growth-Driven Value Investing
in Tomorrow’s Most Valuable Businesses March 2015
2.
© 2015 Third
Square Investments, LLC | www.thirdsq.com | Confidential, Do Not Distribute 2 Founded: February 2014, based in New York City Investment Style: Growth-Driven Value Portfolio Strategy: Global Equity Long/Short Research Approach: Multidisciplinary Fundamental Objective: Long-term, sustainable, and superior capital appreciation. ABOUT THIRD SQUARE INVESTMENTS
3.
© 2015 Third
Square Investments, LLC | www.thirdsq.com | Confidential, Do Not Distribute I. INVESTMENT PHILOSOPHY & APPROACH 3
4.
© 2015 Third
Square Investments, LLC | www.thirdsq.com | Confidential, Do Not Distribute 4 We look for high growth opportunities by forecasting long-term future demand. To identify the deepest, most strategic pools of future demand, we analyze critical factors using a multidisciplinary framework coupled with constant ‘on-the-ground’ and ‘hands-on’ research. By knowing the most significant sources of future demand, we can identify today’s most promising growth industries and companies. - History - Demographics - Sociology - Social Trends - Psychology - Consumer Behavior - Statistics - Technological Advancements - Economics - Geopolitical Relations - Finance - Business Competitive Landscape IDENTIFY DEEP, STRATEGIC POOLS OF FUTURE DEMAND Select Great Quality, High Growth Business Identify Deep, Strategic Pools of Future Demand Buy At The Right Price Hedge Against Market Risk Our Multidisciplinary Framework Critical Factors We Analyze
5.
© 2015 Third
Square Investments, LLC | www.thirdsq.com | Confidential, Do Not Distribute 5 We choose great quality, high growth businesses based on a simple but strict set of five criteria. Sustainable Revenue Growth – Identify companies whose products/services address significant current and future demand. Competitive Advantage – Identify companies with a substantial ‘economic moat’ protecting its competitive position and profits. Sustainable Market Leadership – Identify companies that are and will be well-positioned to maintain leading market share. Financial Strength – Avoid companies with substantial debt and limited access to liquidity. Transparent Business Model – Avoid companies that are relatively small, highly regulated, or have few customers. Select Great Quality, High Growth Business Identify Deep, Strategic Pools of Future Demand Buy At The Right Price Hedge Against Market Risk SELECT GREAT QUALITY, HIGH GROWTH BUSINESSES
6.
© 2015 Third
Square Investments, LLC | www.thirdsq.com | Confidential, Do Not Distribute 6 We will buy only when market prices are sufficiently below our calculated intrinsic value, presenting us with a clear bargain and margin of safety. Public markets are not perfect in their ability to price company stock. In the short term, equity prices can deviate widely from the underlying company’s intrinsic value due to factors like investor sentiment, price momentum, and general market dynamics. Our discipline allows us to enter into positions with conviction so as to not be distracted by short term price volatility going forward. Select Great Quality, High Growth Business Identify Deep, Strategic Pools of Future Demand Buy At The Right Price Hedge Against Market Risk BUY AT THE RIGHT PRICE
7.
7 To protect the
value of our portfolio during periods of general market weakness, and to maximize long run returns, we will enter into short positions in stocks over-priced relative to their underlying business value. Our tactical shorts focus on businesses incorrectly perceived by the market as belonging to high-growth themes, and whose stock prices are likely to correct materially in the near term. Our strategic mid-to-long term shorts consists of deteriorating businesses poised to lose market value over time. Like our long investments, fundamental research and insight into future demand form the basis of our short strategy. © 2015 Third Square Investments, LLC | www.thirdsq.com | Confidential, Do Not Distribute Select Great Quality, High Growth Business Identify Deep, Strategic Pools of Future Demand Buy At The Right Price Hedge Against Market Risk HEDGE AGAINST MARKET RISK
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