t2 partners joe hhc
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Value Investing CongressMay 3, 2011
Accredited Fund, LP
Tilson Offshore Fund, Ltd.T2 Qualified Fund, LP
Tilson Focus Fund
Tilson Dividend Fund
Presentation made available via MarketFolly.com
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The General Motors Building
767 Fifth Avenue, 18th Floor
New York, NY 10153
(212) 386-7160
Info@T2PartnersLLC.com www.T2PartnersLLC.com
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THIS PRESENTATION IS FOR INFORMATIONAL AND EDUCATIONALPURPOSES ONLY AND SHALL NOT BE CONSTRUED TO CONSTITUTEINVESTMENT ADVICE. NOTHING CONTAINED HEREIN SHALL CONSTITUTEA SOLICITATION, RECOMMENDATION OR ENDORSEMENT TO BUY ORSELL ANY SECURITY OR OTHER FINANCIAL INSTRUMENT.
INVESTMENT FUNDS MANAGED BY WHITNEY TILSON AND GLENNTONGUE HAVE POSITIONS IN MANY OF THE COMPANIES DISCUSSEDHEREIN. THEY HAVE NO OBLIGATION TO UPDATE THE INFORMATIONCONTAINED HEREIN AND MAY MAKE INVESTMENT DECISIONS THAT AREINCONSISTENT WITH THE VIEWS EXPRESSED IN THIS PRESENTATION.
WE MAKE NO REPRESENTATION OR WARRANTIES AS TO THE
ACCURACY, COMPLETENESS OR TIMELINESS OF THE INFORMATION,TEXT, GRAPHICS OR OTHER ITEMS CONTAINED IN THIS PRESENTATION.WE EXPRESSLY DISCLAIM ALL LIABILITY FOR ERRORS OR OMISSIONS IN,OR THE MISUSE OR MISINTERPRETATION OF, ANY INFORMATIONCONTAINED IN THIS PRESENTATION.
PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS AND
FUTURE RETURNS ARE NOT GUARANTEED.
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Total Net Return
-4-
Total Since Inception
T2 Accredited Fund:183.0%
S&P 500: 38.0%
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-50%
-25%
0%
25%
50%
75%
100%
Tilson Focus Fund Tilson Dividend Fund S&P 500
Category Rank (%)* 1 Year 3 Year 5 Year
Tilson Focus Fund: 1% 87% 76%
Tilson Dividend Fund: 46% 98% 100%
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Presentation made available via
MarketFolly.com
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$0
$50,000
$100,000
$150,000
$200,000
$250,000
$300,000
$350,000
$400,000
Lot 21 (8/09) Lot 4 (10/09) Lot 32 (12/09) Lot 29 (4/10) Lot 19 (11/10) Lot 16 (1/11)
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$0
$50,000
$100,000
$150,000
$200,000
$250,000
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Presentation made available via MarketFolly.com
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Master Planned
Communities
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Master Planned
Communities
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Master Planned
Communities
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Master Planned
Communities
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Operating assets
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Operating assets
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Operating assets
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Strategic
Developments
West Windsor, NJ Ala Moana Tower Condo Project, HI
Bridges at Mint Hill, NC
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Master Planned
Communities
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Master Planned
Communities
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Operating assets
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Operating assets
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Operating assets
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Operating assets
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Operating assets
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Strategic
Developments
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Strategic
Developments
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