Impact Investing Through a Portfolio of Publicly Traded Indiana - - PowerPoint PPT Presentation

Impact Investing Through a Portfolio of Publicly Traded Indiana Companies

Sunjay Goel, CFA Halter Ferguson Financial

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Top 50 Indiana Public Companies by Revenue per IBJ

Why Invest in Publicly Listed Indiana Companies?

Additional Information:

• Not an indication of future performance
• Sample includes all companies with a headquarter in Indiana and with a market cap over $100 million as of December 31,2015.

Companies included in calculation are public for the entire calculation period. Limited Partnerships are excluded.

• Portfolio is equal weight at the beginning of the respective time period, no subsequent rebalancing, dividends are reinvested in the

company.

• Returns are exclusive of management fees and expenses
• IWM is a ETF modeled after the Russell 2000 index; SPY is a ETF modeled after the S&P 500 index
• Calculations of returns available on last page of presentation

Source: Morningstar, Halter Ferguson Financial

Track record of Companies with a Headquarter in Indiana (December 31,

2015)

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CAGR 1 Year 3 Year 5 Year 10 Year 15 Year

Companies 52 49 45 40 33

Historical Indiana

• 2.4% 15.5%

21.0% 7.1% 11.8%

S&P 500 ETF (SPY) 1.3% 15.0% 12.4% 7.2% 5.0% Russell 2000 ETF (IWM)

• 4.5%

11.7% 9.2% 6.8% 7.3%

Of the Top 25 States by Population, Indiana Has the Most Affordable Housing, which Creates a Foundation of Stability for Families and their Employers

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Crossroads of America Location and Infrastructure Helps Families Balance their Time between Family and Work

Source: IBRC Indiana

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• 1st in shortest distance to median center of U.S. population
• 5th largest cargo airport, 2nd largest FedEx Hub
• 5th in Class I railroads
• 4th in rail Tons of food products originated
• 4th in number of long-distance trucking companies

Source: IEDC

Community Involvement

• “… increased community presence through the

giving of time, talents and treasure for the greater good has helped us build a reputation as an employer of choice. Employees are significantly more interested in, more engaged and more satisfied with a company that has a demonstrated commitment to corporate social responsibility”— Kimball International

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Investment in the Community

Company County Program Main Source Financial Decatur County and rural communities throughout SE Indiana In 2015, 4800 hours of paid employee leave to volunteer, $150K of employee matches to the United Way, $900,000

• f direct contributions, lending under

the Community Reinvestment Act Kimball International Dubois County $13 million over 60 years to

• rganizations supporting Education,

Health and Human Services, Civic and Community Programs, Arts and Culture, and Religious Institutions Steel Dynamics Allen County and 10 other counties OmniSource Division recycled 5.5 million gross tons of ferrous material and one billion pounds of nonferrous material, including mercury, throughout the US.

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Infrastructu re

Competitive Advantage!

Low Operating Costs Dedicated Work Force

The Indiana Advantage!

Investment In The Communit y

Companies, Families & Communities in Indiana are doing better

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