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Investor Bitches Presentation

2013

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Babydick Overview

Value-oriented long/short equity fund with an

emphasis on badassery.

• Competitive advantages:

- Low correlation to Bitches (benchmark index)

since inception

- Short portfolio full of shitty companies

- Really fast computers with tons of monitors

- Arguably psychic identification of global trends

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Long Investing Philosophy•

Step 1: Idea generation through proprietaryscreens, industry relationships, and Yahoo!Finance message boards

• Step 2: Identify misunderstood companies,

with clear cataracts for value realization

• Step 3: Strategic entry and exit dictated bywhims and Adderall

• Step 4: Employ turbo-leverage for capitalexplosion

• Step 5: Retrospective stress-test

•Step 6: Get papers

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Long Investing Philosophy

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Short Investing Philosophy

DIE PANDORA,DIE FACEBOOK!

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Key Past Successes

Apple – Ate from the tree of knowledge

Past performance does not necessarily predict future results ;)

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Key Past Successes

Netflix - On-demand PnL, bitch

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Key Past Successes

AIG – What recession?

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Key Past Successes

Short Cover

Lindsay Lohan – Parent Trap Lindsay Lohan – Crippling Addiction

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Key Future Successes

Pandora

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Summary of Terms• Launch Date - March 1, 2013

•

AuM –

 $5,101 +$23 Arby’s gift cards• Management Fee – 2%

• Incentive Fee - 20%

• High Water Mark – Fuck that noise

• Lock-Up Period - 1 Year with a 100% early redemption penalty

• Redemptions - Quarterly with exactly 60 day, carrier-pigeon delivered notice

• Domicile/Structure - US/Cayman Master-Feeder (Mom)

• SEC Registration – Shhhhhh 

• Base Currencies – USD (EUR share class available)

• Legal Counsel –

 Mike “The Hammer” Shapiro• Prime Broker - HSBC

• Auditor - Trust me