shareholder identification & shareholder identification & targeting

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Firm Targeting Profile – Key Contacts90,00080,00070,00060,00050,00040,00030,00020,00010,0000Christopher DavisChristopher Davis &OthersChristopher Davis &Kenneth FeinbergChristopher DavisKenneth Feinberg & OthersChristopher DavisKenneth Feinberg & CharlesCavanaughCharles CavanaughPrincipal Banking specialist at Portfolio Manager levelHe meets with management, preferably CEOs, CFOs, and division heads, in his office, at conferences, and at corporate offices.Christopher DavisPortfolio Manager with major exposure in target pool. Davis relies on in-house research. Most of his management meetings occur in New York.He invests with eyes open, focusing on the balance sheet strength, th liquidity, idit diverse sources of funding, sales in multiple l markets and risk-managementorientation of his financial holdings."In general, those characteristics describe American Express, Berkshire Hathaway, Wells Fargo," which are all among Selected's biggest positions. "Wells Fargowill have losses, but is the franchise at risk?" Davis asks. "Five years from now, will it be earning less than today?" He obviously doesn't think so.Davis also is focusing on opportunities in the world at large. "All investing has to be global investing," he says. "We're just as comfortable buying Heineken asAnheuser-Busch."Dreyfus NeenanAnalyst – Finance/Rental/Leasing, Financial Conglomerates, Financial Publishing/Services, Insurance Brokers/Services, Investment Banks/Brokers, InvestmentManagers, Investment Trusts/Mutual Funds, Life/Health Insurance, Major Banks, Multi-Line Insurance, Property/Casualty Insurance, Regional Banks, SavingsBanks, Specialty InsuranceNeenan told Bigdough he does not find sell-side research useful.He meets with management about twice a month. Neenan prefers to meet with CEOs and CFOs, and depending on the firm, also meets with vice presidentsand managing directors. In these meetings, he wants to "see how things work." Neenan is not interested in anyone's predictions.
Hüsrev BILGIN, Mag.ResearcherVienna OfficeTel +43 (1) 524 43 00 110husrev.bilgin@ipreo.comwww.ipreo.comNick ArbuthnottManaging Director, EMEA GMILondon OfficeTel: +44 (0) 20 7665 9741nick.arbuthnott@ipreo.comwww.ipreo.com
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Page 12 and 13: Global Shareholder IDWhy do compani
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Page 20 and 21: Shareholder ReportOwnership Overvie
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shareholder identification & shareholder identification & targeting

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