富強創投基金 L.pptVIP

Confidential - Do Not Distribute 1 Fortune Private Equity Fund I Fortune Venture Investment Group 2009.05.20 version Fund I Overview Target Target fund size at US$200M; 4 to 8 investments within 3 years; Average investment amount per deal ranging from US$20M to US$80M, and 7 years fund life with 20% + net IRR, Fund multiple at 2.5X. Focus Engage direct investment in Taiwan public SMEs through PIPE; and Construct MA and MBO among Taiwan SMEs; and Repackage overseas Taiwanese enterprise and IPO in Taiwan. Re-capitalization or relocation companies from one capital market to another (I) WHY TAIWAN Significantly undervalued stock market ; perfect timing for value investment approach Solid fundamentals in economic prospect and technology production / application / innovation The somewhat subsided political tension with China is going to lead to possible economic cooperation and deregulation Less Impact on Financial Tsunami in Greater China Region Under the global financial crisis, Greater China Region provides safer and with growth potential on investment. Taiwan Robust Competitive Edge Taiwan Stock Market is Significantly Undervalued TAIEX stalled while the rest soared Company Valuation Suffered from Stagnant Stock Index Taiwanese companies are significantly undervalued compare with neighboring countries : The Ease of Political Tension with China The new government in Taiwan is eager to build economic partnership with Mainland Tourism industry will be the first to benefit from deregulation, while direct flight between Taiwan and China took place in February 2009 already Chances for economic cooperation agreement (similar to HK’s CEPA) and peace accord are expected to be accomplished in 2Q/2009 (see AppendixⅠfor detail) More open regulations are underway to attract Taiwanese entrepreneur back to Taiwan Approximately US$160B of Taiwanese capital parked oversea is expected to flow back to Taiwan Future Prosperity of Taiwan Taiwan Stock Market is likely to