COMPASS DIVERSIFIED Investor Presentation slide image

COMPASS DIVERSIFIED Investor Presentation

CODI's Permanent Capital Model Has Outperformed for Investors Compared to both publicly-traded peers and market indices, CODI has consistently generated superior returns through its culture of transparency, alignment and accountability TOTAL RETURN FROM MAY 16, 2006 THROUGH OCTOBER 26, 2021 (1) Г LOWER DEBT WACC ENABLES SUSTAINABLE INVESTING, BUILDING A COMPETITIVE (2) ADVANTAGE AND DRIVING LONG-TERM SHAREHOLDER VALUE 684.3% 352.3% 293.6% $13.40 112.1% $28.55 $25.50 $23.15 $19.06 $19.45 $17.24 CODI S&P 500 Russell 2000 XLF 7.89% 7.89% 7.89% 6.37% 5.80% 5.82% 5.44% 1Q'20 2Q'20 3Q'20 4Q'20 10'21 2Q'21 3Q'21 WACC CODI Stock Price $1.00 invested at IPO is worth $7.84 today vs. $4.52 in the S&P 500 or $3.94 in the Russell 2000 (1) Total Return assumes reinvestment of distributions. 7 (2) Stock prices represent CODI's closing stock price on last trading day of quarter. DEBT WACC calculated using o/s debt and preferred. COMPASS DIVERSIFIED
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