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Investment Results & Data - 2008

As stated in our investment policy documents, 60%-80% of our investments (assets where PatentsFund.com acts as the trustee) are invested in public companies traded on NYSE, NASDAQ, Nikkei, TASE and other stock exchanges.
The exact portion invested depends on the individual investment agreement signed.

We are proud to present our 2008 performance data for this significant portion.

2008 was a unique year due to the stock market crisis.
For PatentsFund.com, the crisis proved to be a real opportunity to demonstrate the strength of our direct IP investments, our due-diligence process and the newly established technical investment decision making tree.
We are now publishing superb financial results for 2008, as management navigated through the global economic crisis in an unprecedented fashion.

We sold most of our positions early 2008, avoiding loss and invested these in both high-yield direct IP and advanced against-the-market investment tools, leaving our portfolio only with a single position of Microsoft Corporation stock (which was our only major loss center this year).

To compare, S&P 500 loss during 2008 was around 47%. We have managed to outperform S&P 500 by 95% in a single year - like a mirror image to the entire collapsing market.

Average Gross Interest - 2008: 48.12%

Average PatentsFund.com Management Fee: 0.93%
Average Profit Sharing PatentsFund.com Fee: 7.021%
Average Stock Transaction Costs: 8.6%

Average Interest Generated To Investors (After Expenses) During 2008:
31.569%

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This information is confidential and may contain proprietary or privileged information.
This information is provided to the recipient, for the purpose of considering and evaluating the opportunity referred to herein.
It is intended for use by sophisticated investors who are able to conduct their own investigations and legal and financial due diligence in connection with it.
The information contained herein is based on assumptions thought by IWC to be reasonable as of the publication date.
The recipients of this information should independently confirm and assess all of the information contained herein, including all projections and in making decisions must rely exclusively on their own independent inquiries and due diligence investigations.
IWC declares all such investment opportunities to be of very high risk, and not suitable for the non-sophisticated investor. Information and opinions presented in this document have been obtained or derived from sources believed by IWC and/or its subsidiaries and/or its affiliates to be reliable, but IWC makes no representation as to their accuracy or completeness.
IWC accepts no liability for any loss arising from the use of the material presented.
This information does not constitute an offer to sell nor a solicitation of an offer to buy or subscribe for any securities or other financial instruments of IWC or any other entity, which shall only be made through relevant subscription and offering documents, nor to constitute any advice or recommendation with respect to such securities or other financial instruments.


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