Published on March 7, 2014
Orange Capital Partners There are no shortcuts to performance Case Studies Investment! Process Performance Fund Managers Platform Investor Presentation February 2014 ! www.orangecapitalpartners.com
How we manage money We apply the principles of disruption and conscious culture to the investment process. We see disruption as a catalyst for a better future and conscious culture as the key factor for longterm competitive advantage. On the ﬂip side we aim to short situations where disruption and the lack of conscious culture create a vicious circle. ! Examples! ! ! Quality Food at Scale ! Whole Foods Energy and IT ! Enphase! Silver Spring Networks -! Energy An Information Technology Problem Energy -! Gasoline decline! Short reﬁners Example ! Example Example ! Energy -! An Information Technology Problem! An Information Technology Problem Back E
Whole Foods Quality Food at Scale Nutrition is as important to health as exercise and mental ﬁtness. Whole Foods has developed a value chain that enables the grocer to deliver high quality food at affordable prices to a mass audience.! Whole Foods not only competes successfully with other grocers but disrupts the restaurant business. ! The impact on communities is enormous. People eat better, end up spending less for food because they avoid restaurants and improve their health. ! ! ! Back Next
Energy Advances with Information Technology The energy problem can be solved with the application of information technology. Advances in solar technology and intelligent energy management systems will help replace fossil fuel and unleash a wave of innovation similar to what happened with the internet.! Enphase and Silver Spring Networks are examples of companies applying IT to solve the energy problem.! ! Back Next
Decline in usage of gasoline and diesel Refineries run the risk of lower product demand The shift towards electric cars will have a profound impact on gasoline demand. Not just all electric cars like Tesla impact the demand for gasoline. But conventional car makers will also shift towards much more efﬁcient engines to counter the threat of lower cost all electric cars. This is a threat to reﬁneries. ! We are short reﬁneries.! ! ! Back
NAV since inception +127% Net of Fees ! Cumulative Average Annual Return +15.4% 227 195 172 172 142 128 100 2008 2009 2010 2011 2012 2013 Back Next
Quarterly Gross Returns in % 30 22.5 15 7.5 0 -7.5 -15 2008 2009 2010 Q1 2011 2012 2013 Q4 -7.5 2008 Q3 12.0 Back Q2 24.0 2009 1.5 3.2 7.4 5.4 2010 4.6 -1.9 17.4 16.9 2011 16.4 -11.8 -10.8 -0.4 2012 0.4 7.0 - 4.8 -2.1 2013 6.5 30.0 2.1 -6.6 Next !
Annual Return in % Net of Fees 40 30 20 10 36.5 32 24.5 14.5 0.05 0 -10.4 -10 -20 2008 2009 2010 2011 2012 2013 Back
Investment Process Highly concentrated portfolio! Independent research! Long short multi asset fund! Target return 15% unlevered per annum Back
Platform Interactive Brokers as Prime Broker! Efﬁcient Platform for Managed Accounts! Real Time NAV! Performance Fee 20%! No Management Fee! Trading Cost substantially below industry average! Investors are Wealthy Individuals and Family Ofﬁces Back
Zovinar Keledjian Founder and Managing Partner! Over 20 years of experience managing money in hedge funds! Portfolio Management and Idea Generation Back Next
Krim Delko Founder and Managing Partner! Over 12 years of experience trading derivatives and managing money in hedge funds ! Portfolio Management, Risk and Trading Back
Investor Presentation February 2014 ... 2011 16.4 -11.8 -10.8 -0.4 2012 0.4 7.0 ... Presentation_5.211125440
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