Exor N.v. · EURONEXT:EXO

Exor — Investor Day (October 2017)

5 slides from Exor's investor day presentation, October 2017

Slide 1: Investor Day Support Materials: Diversified Holdings Analysis
INVESTOR DAY SUPPORT MATERIALS 2017 DIVERSIFIED HOLDINGS ANALYSIS OCTOBER 2017 DIVERSIFIED HOLDINGS ANALYSIS 1
Slide 2: A broad list of holdings and their key historical businesses were considered
A BROAD LIST OF HOLDINGS AND THEIR KEY HISTORICAL BUSINESSES WERE CONSIDERED IN THIS ANALYSIS DIVERSIFIED HOLDINGS HOLDINGS’ BUSINESSES Screening of selected holdings’ investment portfolios to identify Scouting the global market1 to identify diversified holdings historical businesses MARKET CAP IN E
Slide 3: Selected Diversified Holdings
SELECTED DIVERSIFIED HOLDINGS OCTOBER 2017 DIVERSIFIED HOLDINGS ANALYSIS 3
Slide 4: Diversified holdings over perform the market and their businesses over the long term (1/2)
DIVERSIFIED HOLDINGS OVER PERFORM THE MARKET AND THEIR BUSINESSES OVER THE LONG TERM (1/2) 10Y Total Shareholder Return 200.0% ANNUALIZED TSR: 150.0% +142% 9.2% +125% 8.4% 100.0% +59% 4.8% 50.0% 0.0% -50.0% -100.0% 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 Diversified Holdings Holdings'
Slide 5: Diversified holdings over perform the market and their businesses over the long term (2/2)
DIVERSIFIED HOLDINGS OVER PERFORM THE MARKET AND THEIR BUSINESSES OVER THE LONG TERM (2/2) 20Y Total Shareholder Return 1000.0% ANNUALIZED TSR: 900.0% +859% 12.0% 800.0% +729% 11.1% 700.0% 600.0% 500.0% 400.0% 300.0% +227% 6.1% 200.0% 100.0% 0.0% -100.0% 1997 1999 2001 2003 2005 2007 2009 2011 2013