Marlin Fund

LP

Fund Investment Objectives

Focus on understanding market participants' perceptions of and behavior towards company fundamentals and related catalysts. Focus on understanding how the available data influences the decision making behavior of different types of investors. Data alone cannot move prices; money moves prices and people move money. Allocate capital to stocks that we believe will have the highest probability of price movement that is a direct result of the movement of investors capital who themselves rely on the available data. Trade company events and catalysts through the use of a researched, organized and common sense approach to marketplace - common sense about investor behavior that many choose to ignore.