Strategy Linked funds Main characteristics Values

Philippe Euro Global Leaders

The Philippe Fund Euro Global Leaders, LLC

An all-cap equity fund with a large- and mid-cap bias

Effective January 2017, The FOURPOINTS AM Euro Global Leaders, LLC and The Philippe Fund International Equities, LLC were
merged in order to better focus on our competitive advantage managing European equities. The new commingled fund, called
The Philippe Fund Euro Global Leaders, LLC, continues to serve as a vehicle for U.S.-based high-net worth
individuals, endowments, and foundations to invest in leading European companies.

The Philippe Fund Euro Global Leaders, LLC seeks to identify leading European growth stocks that we believe are trading at discounts to their intrinsic value. We employ a four stage investment process:

  • Selection of investment themes favoring steadily growing sectors with a clear competitive environment and barriers to entry. We prefer to avoid sectors that are too young, industries that are undergoing deregulation whose consequences are difficult to assess, or those whose competitive position and profitability are likely to be undermined by technological disruption.
  • Selection of a universe of approximately 200 companies for which the investment team maintains long-term financial models.
  • Valuation of securities, including discounted cash flow and relative multiple ratio analysis.
  • Portfolio construction concentrated on 30 to 50 stocks.

Philippe U.S. Equities

The Philippe Fund U.S. Equities, LLC

An all-cap equity fund with a large- and mid-cap bias; 17-year track record

The Philippe Fund U.S. Equities, LLC seeks to identify established American growth stocks that we believe are trading at discounts to their intrinsic value. We employ a four stage investment process:

  • Selection of investment themes favoring steadily growing sectors with a clear competitive environment and barriers to entry. We prefer to avoid sectors that are too young, industries that are undergoing deregulation whose consequences are difficult to assess, or those whose competitive position and profitability are likely to be undermined by technological disruption.
  • Selection of a universe of approximately 200 companies for which the investment team maintains long-term financial models.
  • Valuation of securities, including discounted cash flow and relative multiple ratio analysis.
  • Portfolio construction concentrated on 30 to 50 stocks.

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