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Investor Presentaiton

WHAT DO BRENDAN WOOD COMPANY SCORES MEAN? METHODOLOGY The core mission of BWI performance and quality metrics is to illustrate and explain the emerging investor "commitment to own" particular stocks. Eleven critical performance metrics are used to determine the relative strength of investor commitment to a company as an investment target. To help investors rate companies in a sector on a relative basis "one metric at a time", a visual technique is used. For example, the visual tool shows investors a consensus vertical hierarchy representing how each investment target company in a sector is rated by investors against a criterion such as "Quality of Strategy" ... AS AN INFLUENCE ON THE INVESTOR COMMITMENT TO OWN THE NAME. The investor is then asked to adjust the consensus rating hierarchy to match their own particular view of how each company scores against the "Quality of Strategy" criterion. They may agree or disagree with the consensus. The investor then makes their personal adjustments which are added to our cumulative data instantly. To make this task fast and accurate the visual scoring hierarchy is broken down into top decile, four quartiles and a bottom decile, therefore six potential levels of performance against each investment selection criterion. The quartile display is instantly recognizable by investors as indicating both absolute and relative bases of the influence of a company's level of competitive performance against a critical investment selection criterion. The above methodology forces the (dependent variable) absolute benchmark of "commitment to own" on each quality of a corporate investment target. WHY A COMPANY SCORE MAY BE FIRST IN ITS SECTOR BUT RATE IN THE SECOND QUARTILE? This means that the sector itself (all companies included) ranks in the second quartile or below of investor selection attractiveness against a particular criterion of investability. ADVANTAGE OF BRENDAN WOOD INTERNATIONAL METHODOLOGY? This process identifies the emerging competitiveness of individual sectors, sub-sectors and most importantly of companies as investment targets on both an absolute and relative 'best in sector' basis against investors' selection criteria for the year ahead. Such calibrated data allows BW partners to help corporate management to accurately analyze their company's attractiveness as a target for the year ahead as an individual story and relative to its comparables and sector. The isolation of performance against individual metrics enables management to identify and address the key metrics which drive the "commitment to own" their particular stock. APPARENT CONDICTION BETWEEN QUARTERLY RESULTS AND ROLLING YEAR RESULTS? Quarterly results = the results in the quarter. Rolling years results = the results for a full year of data. BRENDAN WOOD INTERNATIONAL / FIRST INTELLIGENCE 4
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