Quantamental Investing to beat Benchmarks

A. Stotz Investment Research

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CEO, A. Stotz Investment Research

Dr. Andrew Stotz, CFA

Equity Bottom-Up

<ul><li>Sales on an upcycle trend, earnings on an upcycle trend, and share price is less volatile relative to its sector </li><li>The company manages highly diversified portfolio of more than 5,000 IT products and solutions and is ready to benefit from ever-changing business landscape by being exposed to several sectors </li><li>Medical &amp; Life Sciences, the higher-margin segment, is a potential catalyst with many clients, new products and lower-cost technologies </li><li>Trades below Asian Info Tech at 17CE* 2.2x PB in line with lower ROE, but offers better dividend yield and VMS has a solid net-cash position </li><li>Risks: Global economic slowdown, pricing pressures from customers</li></ul>* Consensus Estimates

Sales on an upcycle trend, earnings on an upcycle trend, and share price is less volatile relative to its sector The company manages highly diversified portfolio of more than 5,000 IT products and solutions and is ready to benefit from ever-changing business landscape by being exposed to several sectors Medical &amp; Life Sciences, the higher-margin segment, is a potential catalyst with many clients, new products and lower-cost technologies Trades below Asian Info Tech at 17CE* 2.2x PB in line with lower ROE, but offers better dividend yield and VMS has a solid net-cash position Risks: Global economic slowdown, pricing pressures from customers* Consensus Estimates

VMS: Solid Growth in This Info Tech Venture

Venture Corp

VMS: Solid Growth in This Info Tech Venture