OSP Value Fund IV LP Q4 2022

OSP 22% 20% 18% 16% 14% 12% 10% 8% 6% 4% 2% 2.8 2.5 2.2 1.9 1.6 1.3 1.0 0.7 0.4 0.1 - W. Avg. - W. Avg. President House Senate Fed Chair Treasury FDIC Chair 2012-1H 2012-1H O 2012-2H 2012-2H G Geithner 2013-1H 2013-1H Bernanke Reid 2013-2H 2013-2H 2014-1H Boehner 2014-1H Obama 2014-2H 2014-2H Lew 2015-1H 2015-1H Expected Gross Unlevered IRR 2015-2H 2015-2H 2016-1H 2016-1H 2016-2H Yellen Expected Gross Multiple 2017-1H 2016-2H 2017-1H 2017-2H Ryan 2017-2H McConnell 2018-1H 2018-1H 2018-2H 2018-2H 2019-1H 2019-1H Trump Mnuchin Trade Level By Vintage 2019-2H 2019-2H 2020-1H 2020-1H Powell McWilliams 2020-2H 2020-2H Pelosi 2021-1H 2021-1H 2021-2H 2021-2H Biden Schumer Yellen 2022-1H 2022-1H Gruenberg As of Date: 6/30/22 Disclosure: Representative of OSP Value Fund, OSP Value Fund II and OSP Value Fund III deals by vintage. Underwritten, gross return and multiple are deal specific and do not reflect the deduction of investment advisory fees or fund mechanics which impact investor returns. Past performance does not guarantee future results. These deals are not necessarily representative of deals that may be sourced for OSP Value Fund IV and IV-B. Prepared for the State of Connecticut G2 19

View entire presentation