SUNCOAST EQUITY MANAGEMENT, LLC
TAMPA, FLORIDA

Suncoast Equity Management, Your Investment Management Experts in Tampa, Florida Founded in 1997 in Tampa, Florida, Suncoast Equity Management, LLC is an investment management firm committed to building upon and preserving your personal net worth. We do this by investing in the common stock of high-quality companies over the long term. In doing so, our portfolio has earned returns above the market averages. Our strategy was developed and is managed by our founder, president, and chief investment officer, Donald R. Jowdy. Mr. Jowdy has avidly studied the investment techniques of some of the leading investors in the world. After extensive research, Mr. Jowdy created a five-step process called the Suncoast Equity Management Disciplined Investment System (SEM-DIS), which is based on the time-tested, proven investment principles of Warren Buffett and Benjamin Graham. Through our investment management system, we are able to carefully select a portfolio of stocks that clients can hold on to for a long time while incurring less risk and guarding against permanent loss of capital. A wide variety of clients have found the Suncoast Equity Management Disciplined Investment System (SEM-DIS) to be a worthwhile and rewarding experience. Our investment management team in Tampa, Florida serves many different types of investors from numerous locations. Our clients include individuals, corporations, retirement funds, trust funds, private investors, and financial planners seeking an opportunity for their own clientele. At Suncoast Equity Management, your success is our success. Therefore, we take client relationships very seriously, and good communication is a central theme in our relationship with our clients. We encourage both current clients and potential clients to contact our investment management team at our Tampa, Florida headquarters. We’ll be happy to meet with you personally. Thank you for your interest in Suncoast Equity Management. We hope to help you fulfill your need for a Tampa, Florida investment advisor. Please feel free to e-mail or call us any time for more information. When you become a client of Suncoast Equity Management, LLC, you will find that the service we offer is focused on your needs. As a Tampa investment management firm in Florida, we provide investment advisor services to individuals, families, and foundations as well as to corporate pensions, profit-sharing plans, and individual retirement accounts. Once Suncoast Equity Management becomes your Florida investment advisor, you can look forward to the following investment management services: —Suncoast Equity Management is one of the few investment management firms that offers one-on-one communication and access to the President and Chief Investment Officer of our company, Donald R. Jowdy. As a client, you will receive informative letters from Mr. Jowdy on a quarterly basis. In addition, you are welcome to call our Tampa office and speak to Mr. Jowdy directly about your investment management concerns. —Our clients have direct access to Suncoast Equity Management’s entire staff including our President and Chief Investment Officer, Donald R. Jowdy. You will not find this benefit available to clients of larger investment management firms across the country, especially mutual funds. Clients are encouraged to personally confer with us on a regular basis as desired. Mr. Jowdy will be glad to sit down with you for an investment management meeting in our Tampa headquarters. —As your financial advisor in Florida, Suncoast Equity Management is committed to reducing risk while simultaneously building upon and preserving your wealth. —The stock market may fluctuate and forecasts may change, but Suncoast Equity Management is here to build and preserve your wealth during the next 10, 20, and 30 years from now. Our investment management team in Tampa, Florida takes pride in building and establishing a relationship with each and every client, a relationship that will last for generations. Long-term investing in high-quality companies is the secret to building your wealth with less risk. —At Suncoast Equity Management, we invest in our own product. Therefore, we are personally invested in building your wealth. Our Philosophy Investment Management Philosophy from Your Tampa, Florida Investment Advisor Before you invest with Suncoast Equity Management, you’ll want to find out more about our firm and our philosophy for investment management. We invite you to visit our headquarters in Tampa, meet our team of Florida financial specialists, and learn how Suncoast Equity Management’s high-quality, long-term investment portfolio can offer both less risk and satisfying results. At Suncoast Equity Management, our investment management philosophy is unique among our peers. We believe that true wealth is created and preserved through investing in top-quality companies for the long term. Adopted from the proven strategies and results of two of the most successful investment practitioners over the last century—Warren Buffett and Benjamin Graham—our objective is to consistently produce rates of return above market averages and above most other money managers while taking less risk over the long term. At the foundation of our investment management philosophy are three principles: We invest in businesses, not stocks. When we invest, we become part owners of a business. Therefore, our investment management commitment entails much more than simply buying and selling shares of stock. By focusing on individual companies, and not the stock market, we achieve a sustainable advantage. Part of our investment management philosophy is looking for every opportunity to reduce the chance of a permanent loss of capital. Our mindset is, the greater the margin of safety, the lower the chance of loss. The first priority of our investment management philosophy is to assess the intrinsic value of each company we invest in, and then we take advantage of stock market pricing when it is favorable. We don’t try to forecast or outsmart daily stock market movements.