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T O D ’ S S PA

APPENDIX 9: A HISTORY OF OUR PRESENTATIONS (1)

M OI GLOBAL

2014

2015

2016

2017

2018

IF YOU PURCHASED ON 1 JAN 2014 & HELD: TOTAL RETURN (LCL)* = +75.5%

IF YOU PURCHASED ON 1 JAN 2015 & HELD: TOTAL RETURN (LCL)* = +250.2%

IF YOU PURCHASED ON 1 JAN 2016 & HELD: TOTAL RETURN (LCL)* = +56.6%

IF YOU PURCHASED ON 1 JAN 2017 & HELD: TOTAL RETURN (LCL)* = +11.7%

IF YOU PURCHASED ON 1 JAN 2018 & HELD: TOTAL RETURN (LCL)* = +29.8%

ANNUALISED RETURN (LCL) = +13.4%

ANNUALISED RETURN (LCL) = +43.4%

ANNUALISED RETURN (LCL) = +19.9%

ANNUALISED RETURN (LCL) = +7.8%

ANNUALISED RETURN (LCL) = +73.9%

FUND HOLDING PERIOD = 2.2YRS FUND TOTAL RETURN (LCL) = +89.1% FUND ANN. RETURN (LCL) = +41.8%

FUND HOLDING PERIOD = 1.5YRS FUND TOTAL RETURN (LCL) = +69.9% FUND ANN. RETURN (LCL) = +49.1%

FUND HOLDING PERIOD = 3.2YRS FUND TOTAL RETURN (LCL) = +49.5% FUND ANN. RETURN (LCL) = +17.6%

EC Presentation: www.elevationcapital.co.nz/post

EC Presentation: www.elevationcapital.co.nz/adidas

EC Presentation: www.elevationcapital.co.nz/coach

EXITED

EXITED

EXITED

FUND HOLDING PERIOD* *= 6.2YRS FUND HOLDING PERIOD* *= 1.7YRS FUND TOTAL RETURN TO DATE (LCL) = +23.8% FUND TOTAL RETURN TO DATE (LCL) = +72.4% ** FUND ANN. RETURN TO DATE (LCL) = +22.6% FUND ANN. RETURN TO DATE* * (LCL) = +21.4%

EC Presentation: www.elevationcapital.co.nz/luxottica

EC Presentation: www.elevationcapital.co.nz/tiffany-co

* Total return data source: Thomson Reuters Eikon, from 1 January of each year to 22 June 2018 – includes dividends ** As at 22 June 2018 LCL = Local Currency Post Holdings Inc Market Cap on 1/1/2014 = US$ 1.61B, Adidas AG Market Cap on 1/1/2015 = EUR 12.1B, Coach Inc Market Cap on 1/1/2016 = US$ 9.1B, Luxottica Group SpA Market Cap on 1/1/2017 = EUR 24.7B, Tiffany & Co. Market Cap on 1/1/2018 = US$ 12.9B

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Profile for Richard

Elevation Capital Research Annual 2018  

Elevation Capital Research Annual 2018