Bentley Capital Ltd. · ASX:BEL

Bentley Capital — Shareholder Meeting (November 2005)

12 slides from Bentley Capital's shareholder meeting presentation, Nov 24, 2005

  1. Slide 1: Investment Managers Presentation to Bentley

    ALUN] LN@INGOVNVIAL IVLIdV) NOLLVTIALLSNOD INSV Ppeylury] (euolheusoj}uU| Aajjuag 0} UOI}eJUaSa/d JoBbeuel }USWSeAU| 212311 6noq

  2. Slide 2: CALUNI'Y LNAINADVNYVIAL TV.LIdV NOLLVITALLSNOD

    CALUNI'Y LNAINADVNYVIAL TV.LIdV NOLLVITALLSNOD 669182 ON qUa}ed UeTeASNY ‘UORe]a}SUOD JO YreWApe.] pasazsibas e SI seqo;QaUOH $007 129 ‘xaput ANDY jeqojN FS.L4 /a2sN0S OE SC W0C .. KGL KOl: “G 0 aJempleH It SEQ 3110 UBIONA yoelolg 8 eqoig sjeoqnesewieyd jUBIOAA SadINas 0Dg/a] onsewod Hl yodsuell S}E

  3. Slide 3: CALUAT] LNAINFDVNV IAL EV.LId VY) NOLLV EISLSNOT)

    CALUAT] LNAINFDVNV IAL EV.LId VY) NOLLV EISLSNOT) WSL %O0lL %G %0 jeuojeulsiul IeMpIeH LI [Pqo|DewWoH | SED BIlO OHSEWIOR - Yoo}old leqo|IOe U0} i sjeoqnsceueud JUBIOAA SODIAIBS OD/9]. lEqOID yodsuel | Wee ayeysq jeey Bury syueg poouejeq SOMISNPUT ,,/2EGO|HswoH

  4. Slide 4: Sector exposures (%)

    GALUATY] LNAKGOVNVIA] IV LIdV >) NOLLVY PELESNOT) uOHeya}SuOD :aoINOS %OOlL WLOL We HSVO Teh STVINLSNONI CalsISHAAId We SA 1LXAL 2 SGOO9 GIOHH he AONVYNSNI We AMANIHOVI 8 ONISSAASNIONA Wee OooOVvEOL ME STVOINSHD WE SHOSSAIONd % dOYd GOO Tot SONSAgR"O 8 OAV KE SYA TIVLAY WHYANAD RE Oud AIOHH % 3YVO.S

  5. Slide 5: OS.LUAL] UNAINGIOVNVIAL IVEId V2) NOLLVEIALSNOT)

    OS.LUAL] UNAINGIOVNVIAL IVEId V2) NOLLVEIALSNOT) uoneyajsuod ‘weansejeq :aainog Kor Ley ABojUye}olg B Sjeonnsceueyd dai NA9OId WSE- HEE- yea OISLLNAIOS NOLSO8 HEE HSE SIsE}Sy [EISUSS AVES %OE- W9e- wIeeH Lawoig, HEE YG SHEd @ Sajiqowioyny YOLOW GOS %Le- WSE- auempiey ABojouyoe | uoReWojU| SYYOMLAN T

  6. Slide 6: Contribution to performance

    CGSLLUAL] UNAISOVNY IAL LV.LIGV 2) NOLLV EELISNOT) UOHeaISUOD ‘Wiealsejeq :a0iN0s Loc 0- Li YL Wal HBL O- HEE HY'O ONL AVES ALLO YLe- %9'0 TALYON SL 0- Yay y's 14dOSONDIN Ae O- REL %L‘0 WANODTVNO WZ O- Mel %6'0_ SNOILVOINNWWOO NOZINAA | a YHe- %6 0 TRaVAr WM %LL'O- %Se- WO DISLLNAIOS NOLSOS %Ov'o- %

  7. Slide 7: Sector returns

    OSLLUALI] LNAIGIOVNV IAL EV.LIDV) NOLLV VELISNOT) uoleyaysuoD ‘weeysejeq AS {4 :eoinos 50 hee we Oo0eqOL EO HY %E SOOM UOREOIUNWLWOI9]9 | %O 0 %O %S SOUBULY JOUIO 9 Ayeioads %P O- %G- Wy SODIAIOS JajNdwoy BF aeMyos WSO HG WEL... ‘O|OuYyIa}O1g +g S/BNjNeseuUUeY %O0 0 %O Ky» Ad PlOY@SNOH B BED |Buosia

  8. Slide 8: Country returns

    GALIAL | ENEWS VNVIAL LV LIdY2) NOLLV FELESNOT) uoneyajsuod. weanseleq FS {4 :aunosg Ri O- b= %ib NVavr %1 0 Ybb Wl ONOAONOH HE O Wl. Av ONVIY3ZLIMS %L0 %S We Nadams Mb KEL. %B NiVlidg@1Vaud %O'l 6 %OL 3adouna KVL %S %BS Sa1VISGSLINN Aa) Wve Yl VaVNVO winjey OO; (anv) winjey 3yBIEM uolGey/Aunos 0} U

  9. Slide 9: CGLLUAL] LNANGOVNVIAL TVLId¥0) NOLLVTILESNOT)

    CGLLUAL] LNANGOVNVIAL TVLId¥0) NOLLVTILESNOT) SSTUY (a24n0g oc 6 VOAY %S'o- /. SOOCUNL OE 100 UNL O€ YS iC Yov TT %0'6 100d UNL OC-966T UNL OE “ed WANIY 08t SLI €9L'0 SOOC-UNL-O€ 69% CLI TIS‘ 1OOT-UNL-O€ 001 001 8820 966T-UNL-O€ VS.UE BYBASRY |. SAS UE RIeAsny § x9 JOSIV x9 JOSIN AS/V$ aed siesh us}

  10. Slide 10: CALYAIY] LNGINGOVYNVIA TV.LId V5) NOLLVTIALESNOT)

    CALYAIY] LNGINGOVYNVIA TV.LId V5) NOLLVTIALESNOT) weaysejeg ‘uoyeyaj}suon :aainos wy uinjey Aousuing 92 0 GOQ-AON-2? C920 SO-UNF-0E %G- UIN}JOY Agueaung Z9L'0 go-unr-0¢ v2l'0 70-d9S-0¢ asnianv quswobeuew JUsWISSAU! polNsse U0]jL]]9}3SUOD SdUIS 2OedW ADUd2INnD

  11. Slide 11: (ALUAI'] LNAWIDVNVIQ) TVLIdV2) NOLLVTIALSNOD

    (ALUAI'] LNAWIDVNVIQ) TVLIdV2) NOLLVTIALSNOD WUDIAISDIDEG -AIANOS: vO-uer = zo-uer oO-uer g6-uer gE-uer pEe-uer ze-uer a — > OL 08 06 001 OLL 0zt O€l Ort -snsiv$ — 0! Sn. seoud Aypowwog yqy— ide OL} ~ yoorno Aoue.un5 ©

  12. Slide 12: Strategy

    CALUAEY LNQIAGEOVNY IAL LV.LIGV) NOLLVTELESNOT) ABa}e435 |. S}O1d « Awiouodg @o1id 10 «= $10}9e-] 900)/3NC Ad» 19410

Bentley Capital — Shareholder Meeting (November 2005) on 6ix