Berkshire Hathaway Investment Overview Series 39

International Investment
Opportunity
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INVESTMENT OVERVIEW
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EMAIL: admin@ozfinancial.com.au
OzFinancial Australia Pty Ltd, ABN 36 145 312 232 is a corporate authorised
representative of OzFinancial Pty Ltd, AFSL number 241041

TradersCircle Pty Ltd, ABN 65 120 660 497 is a corporate authorised
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EMAIL: admin@traderscircle.com.au
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Any advice contained within this presentation is general advice and does not consider
your objectives, financial situation or needs, and you should consider whether it’s
appropriate for you. The information we are giving you is for educational purposes
only.
“Investing is about understanding your risk” and every time you invest in the share
market there is a risk of loss. Trading options is not suitable for everyone. There is
a risk that you can lose more than the value of a trade or its underlying assets. You
should only act on our recommendations if you are confident that you fully understand
what you are doing.
If you are thinking about acquiring a financial product, you should consult our Financial
Services Guide (FSG) at www.ozfinancial.com.au and the relevant Product Disclosure
Statement or Prospectus first.
Disclaimer

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Units in Sequoia Launch Units – Series 39 are issued by Sequoia Specialist
Investments Pty Ltd (ACN ) (the “Issuer”) and arranged by Sequoia Asset Management
Pty Ltd (ACN , AFSL 341506)(the “Arranger”). Investments in the Sequoia Launch
Units – Series 39 can only be made by completing an Application Form attached to
the Term Sheet Product Disclosure Statement (“TSPDS”) dated 3 May 2018, after
reading the Master PDS dated 14 August 2017. A copy of the TSPDS, PDS and any
other information can be obtained by contacting OzFinancial on (03) 8080 5795 or
contacting your financial adviser. You should consider the Term Sheet and Master
PDS’ and the full product risk disclosures before deciding whether to invest in Units
in Sequoia Launch Units – Series 39. Capitalised terms on the webpage have the
meaning given to them in Section 10 “Definitions” of the Master PDS.
The shares offered by this Product Disclosure Statement (PDS) should be considered
highly speculative. An investment in the fund is not risk free and potential investors
need to consider the risk factors described in the PDS and to consult their
professional advisers before deciding whether to apply for shares.

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Investment Overview
1. Exposure to international markets
*Please note, past returns do not reflect future returns

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Investment Overview
2. World class investment manager

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Investment Overview
2. World class investment manager
3. An investment with capped downside

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Why International Exposure?

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Sector %
Financials 36.45
Materials 15.78
Real Estate 8.19
Health Care 7.51
Consumer Staples 6.97
Industrials 6.81
Consumer Discretionary 5.76
Energy 4.39
Telecommunication Services 4.19
Utilities 2.72
Information Technology 1.21
Diversification - Australian Market Sector weighting as of 31/03/2017

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*Please note: Past returns do not reflect future returns

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Who is This Investment For?
If you want international exposure

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If you want an investment with capped downside

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If you want world class investment management

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Investment Overview
• $11,975 Net Outlay
*The maximum loss is limited to your initial investment. There is no exposure to the amount geared

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Investment Overview
• $50,000 Exposure

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Investment Overview
• Three Year Investment Term

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Investment Overview
• $11,975 Maximum Risk

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Investment Overview
• $50,000 Uncapped Upside

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Investment Overview
• $50,000 Uncapped Upside
• Can Pay Annual
Performance Coupons

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Investment Management

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Berkshire Hathaway
One of the most successful investment
companies in the world.
*According to the Forbes Global list and formula, Berkshire Hathaway is the 4th largest public company in the world, and the largest conglomerate.

Book Value Gain
1965-1975 = 300.6%
Why Berkshire Hathaway?
Source: Berkshire 2016 Annual Report. Please note: Past returns do not reflect future returns.

Book Value Gain
1965-1975 = 300.6%
1975-1985 = 1,321.6%

Book Value Gain
1965-1975 = 300.6%
1975-1985 = 1,321.6%
1985-1995 = 809.4%

Book Value Gain
1965-1975 = 300.6%
1975-1985 = 1,321.6%
1985-1995 = 809.4%
1995-2005 = 453.8%

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Berkshire CEO - Warren Buffett
Arguably one of the greatest investors on the planet
Please note: Past returns do not reflect future returns.

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He Cares About Value Above All

Buffett believes that intrinsic value estimations offer
“the only logical approach to evaluating the relative
attractiveness of investments and businesses.”
Source: Warren Buffett’s annual letter to shareholders

This philosophy has always been the core to his
investing strategy.
Source: Warren Buffett’s annual letter to shareholders

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How is the Investment Designed?

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Why we believe Berkshire Hathaway can
continue to outperform

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Warren Buffett

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Warren Buffett
His Approach to
Value

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Warren Buffett
His Approach to
Value
Berkshire’s Proven
Method

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Warren Buffett
His Approach to
Value
Berkshire’s Proven
Method
Their ability to handle
difficult markets
“Every decade or so, dark clouds will fill the economic
skies and they will briefly rain gold.” - Warren Buffett

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Why We Like This Investment
1. U.S. and Broad International Exposure

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2. Limited Downside Risk*
*The maximum loss is limited to your initial investment. There is no exposure to the amount geared.

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2. Limited Downside Risk*
3. One of the most successful investment
companies in the world**
*The maximum loss is limited to your initial investment. There is no exposure to the amount geared.
**According to the Forbes Global list and formula, Berkshire Hathaway is the 4th largest public company in the world, and the largest conglomerate.

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Additional Features
• 100% borrowing at low interest rates (5.95%)
• Exposure the AUD/USD exchange rate
• SMSF Eligible
• No further obligations. All amounts paid upfront
• Quarterly liquidity
• Limited downside*
• 3 year term

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Do You Want to Get Involved?

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Download the
Product Disclosure Statement (PDS)

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and send the completed PDS to:
admin@ozfinancial.com.au

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Have a Question or Need Help?
Call us on (03) 8080 5795

Berkshire Hathaway Investment Overview Series 39

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Berkshire Hathaway Investment Overview Series 39