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613-747-2458 ex-ponent.com [email protected] Exponent Investment Management Benoît Poliquin CFP, CFA Lead Portfolio Manager / President

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Page 1: Exponent investment-philosophy-2014-08-13-140917112327-phpapp02

613-747-2458 ex-ponent.com [email protected]

Exponent Investment Management

Benoît Poliquin CFP, CFA

Lead Portfolio Manager / President

Page 2: Exponent investment-philosophy-2014-08-13-140917112327-phpapp02

613-747-2458 ex-ponent.com [email protected]

What We Do For Clients

Page 3: Exponent investment-philosophy-2014-08-13-140917112327-phpapp02

613-747-2458 ex-ponent.com [email protected]

The Result For Our Clients

Page 4: Exponent investment-philosophy-2014-08-13-140917112327-phpapp02

613-747-2458 ex-ponent.com [email protected]

The Need & The Solution

Page 5: Exponent investment-philosophy-2014-08-13-140917112327-phpapp02

613-747-2458 ex-ponent.com [email protected]

Growth + Income

Page 6: Exponent investment-philosophy-2014-08-13-140917112327-phpapp02

613-747-2458 ex-ponent.com [email protected]

How We Manage Portfolios…

Page 7: Exponent investment-philosophy-2014-08-13-140917112327-phpapp02

613-747-2458 ex-ponent.com [email protected]

…By Owning Quality Assets

Page 8: Exponent investment-philosophy-2014-08-13-140917112327-phpapp02

613-747-2458 ex-ponent.com [email protected]

Why Do Most Investors Fail?

None of these instincts lead to investment success!

Page 9: Exponent investment-philosophy-2014-08-13-140917112327-phpapp02

613-747-2458 ex-ponent.com [email protected]

Why Are Few Investors Successful?

Would you be interested in investing?

Page 10: Exponent investment-philosophy-2014-08-13-140917112327-phpapp02

613-747-2458 ex-ponent.com [email protected]

What If…

Page 11: Exponent investment-philosophy-2014-08-13-140917112327-phpapp02

613-747-2458 ex-ponent.com [email protected]

For Example:

At first glance, stock

price is

disappointing…

• long periods of little growth

• significant volatility in price

But the impact of

dividends is powerful

• The dividend grew at 12.1%

• Shareholders received an

average of 12% rise in

income every year

Page 12: Exponent investment-philosophy-2014-08-13-140917112327-phpapp02

613-747-2458 ex-ponent.com [email protected]

What If..

You invested in 20-30 companies

with these attributes.

Page 13: Exponent investment-philosophy-2014-08-13-140917112327-phpapp02

613-747-2458 ex-ponent.com [email protected]

Contact us at 613-747-2458

or visit www.ex-ponent.com

Want to learn more?