Brendan Wood TopGun ETF · CBOE:BWTG

Brendan Wood TopGun ETF — Investor Presentation (January 2026)

14 slides from Brendan Wood TopGun ETF's investor presentation, Jan 5, 2026

  1. Slide 1: Brendan Wood TopGun ETF (BWTG)

    INSTITUTIONAL INTELLIGENCE Brendan Wood TopGun ETF (BWTG) A performance-based investment strategy powered by world-class investor confidence data and global institutional intelligence. Precision in Stock Selection 1

  2. Slide 2: The TopGun Story

    THE TOPGUN STORY A Heritage of Insight Proven Performance Launched in 1982 by Brendan Wood, the program began as Through many iterations and years of rigorous testing, we the first formal study of investor confidence toward public discovered a predictable connection between investor companies. Subse

  3. Slide 3: Legacy & Leadership

    Legacy & Leadership Over Five Decades of Performance Investigation 3

  4. Slide 4: Brendan Wood International (BWI)

    BRENDAN WOOD INTERNATIONAL (BWI) Global Intelligence Consulting Formed in 1970, BWI is a private advisory group originating performance investigation programs. We advise public companies, institutional investors, and activist shareholders on strategy and recruitment. $66+ Trillion AUM: Worldwide pan

  5. Slide 5: The Shareholder Conviction Model

    THE SHAREHOLDER CONVICTION MODEL Universe Construction Personal Interviews TopGun Selection Focus on 1,400 liquid large and mid- Data derived from 2,000 personal Only the top ~2% of companies with cap companies ($10B+ market cap) consultations annually with the highest investment quality trading on

  6. Slide 6: Investment Quality Metrics

    INVESTMENT QUALITY METRICS Interviews quantify company demand based on multiple investment attributes: Core Strategic Metrics Management & Governance Financial & Market Health Business Strategy Executive & Senior Management Balance Sheet Strength Short-term Performance Corporate Governance Price App

  7. Slide 7: Model Portfolio Rules

    MODEL PORTFOLIO RULES Annual Rebalancing: The model is reconstituted and rebalanced to be dollar-weighted equally in January of each year. Dynamic Removal: When a TopGun company drops out of TopGun status based on quality scores, it is removed and replaced immediately. Allocation Logic: Sale proceed

  8. Slide 8: Sub-Adviser Leadership

    SUB-ADVISER LEADERSHIP Brendan Wood Jordan Novak Co-Chief Investment Officer Co-Chief Investment Officer Chairman of several firms over 30 years, overseeing Expert in shareholder confidence and proxy the growth of BWI into a global intelligence contests. Responsible for BWI's Shareholder organizatio

  9. Slide 9: Investment Adviser Profile

    INVESTMENT ADVISER PROFILE Experience & Leadership Matthew Tuttle has served as the Fund's portfolio manager since its inception in 2023. A financial industry veteran since 1990, he holds an MBA in Finance from Boston University. He is the author of "Financial Secrets of My Wealthy Grandparents" and

  10. Slide 10: Historical Performance Analysis

    HISTORICAL PERFORMANCE ANALYSIS Total Return Comparison (Data as of Nov 2025): Short-Term Trend Analysis: In high-volatility periods, BWTG showed resilience with a -4.44% price change compared to -5.88% for the S&P 500 and -7.04% for the Dow Jones. 10

  11. Slide 11: Bloomberg total return comparison

    GUS $ | 38.5599 -0.4087 . £38.33 /38.432 2000x2900 7d Vol S584 0 38.562 H 38.562 L 38.5599 Val 22.541.6 Range RSI: = UPS Perc SEU! No. of Perioc 735 Day(s) (Mate Security Currency Price Change Total Return Difference Annwal Eq 54.455 55.10% -4.06t 24.35% S405 59.16% -- 25.94% 40.518 571% -13.45% 70.

  12. Slide 12: Bloomberg total return comparison (62 days)

    a a ~ _ 738.33 (38.422 2000x900 d Vol 584 0 38.562 H 38.562 L 38.5599) Yal 22.541.6 Range GEES - GSERSIS Pericc SERN No. of Perioc 62 Day(s} (Table Price wy Total Remurn Difference Annwal Eq oe Sh 124% -B.4% prot -5.684 -- -20.14 -7 14% -6.22% -113% -4.018 ‘ q ; 4 4 Australia 61 2 a777 ‘8600 Brazil

  13. Slide 13: Beta analysis versus benchmarks

    voo ?) Relatve Measure | BETA > ® Benchmark Raw Beta 6H Adjusted Beta 6M Raw Beta Tyr Adjusted Beta 1'¥r Correlation Standard Deviah_ Volatility 30 Day § Historical Fund Analysis i . 3 8/2 Balas e Adjusted Beta 1¥r Correlation Standard Deviat Volatility 30 Day % Historical Fund Analysis SPY 7) Relat

  14. Slide 14: Questions?

    Questions? Explore the power of TopGun intelligence in your portfolio. Brendan Wood Partnerships Tuttle Capital Management Investment Sub-Adviser Investment Adviser 14

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