Investment Strategy

Implementing quantitative and qualitative approaches to derive investment insights:

Quantitative Metrics

Investing in cars with historically low correlations to other asset classes to preserve, or even grow, capital in times of market stress

An ample availability of vehicles for buying and selling

Investing in cars with strong, demonstrated demand through multiple economic cycles

Investing in automobiles that historically have had no significant losses in value

As physical assets, collectible cars have demonstrated the smallest maximum drawdowns of any asset class on record

Qualitative Attributes

Place of origin, documented authenticity and ownership history

Cultural influence, racing pedigree, and historical significance

Limited production, typically < 500 vehicles

Exceptional quality as exemplified by Concours d’Elegance (Competition of Elegance) “Best of Show” winners

Bona fide, numbers-matching survivors with meticulous proof of authenticity

Manual transmissions, naturally aspirated engines, and all other mechanical qualities desired by automotive enthusiasts

Drift capital diversifies investments across:

An investable universe of over 1,000 unique makes.

With a proprietary data set of transactions spanning nearly half a century, Drift optimizes which specific models to invest in based on tens of thousands of verifiable sales.

Investing in legendary automobiles throughout all periods of history.

Investing in cars designed and manufactured from all over the world.

Investing across any class of car: coupés, sedans, roadsters, sports cars, grand tourers/gran turismo, muscle cars, track cars, racecars, berlinettas, limousines, rally cars, offroaders, supercars, hypercars, and concept cars… to name a few.

Disclosures

THESE MATERIALS ARE BEING PROVIDED TO POTENTIAL INVESTORS IN DRIFT CAPITAL FUND I, L.P. (THE "FUND") ON A CONFIDENTIAL BASIS, FOR CONVENIENCE ONLY AND MAY NOT BE RELIED UPON. HISTORICAL PERFORMANCE INDICATIONS AND FINANCIAL MARKET SCENARIOS ARE NOT RELIABLE INDICATORS OF FUTURE PERFORMANCE. ASSET ALLOCATION AND DIVERSIFICATION DO NOT GUARENTEE A PROFIT OR PROTECT AGAINST A LOSS. POTENTIAL INVESTORS MAY RELY ONLY UPON OTHER MATERIALS THAT EXPRESSLY INDICATE THAT INVESTORS MAY RELY UPON THEM. THESE MATERIALS ARE NOT AN OFFER TO SELL, NOR ARE THEY SOLICITING AN OFFER TO BUY, INTERESTS IN THE FUND. THE OFFERING OF INTERESTS IN THE FUND WILL BE MADE ONLY BY THE FUND'S SUBSCRIPTION AGREEMENT. CONSULT WITH YOUR LEGAL AND TAX ADVISORS FOR APPROPRIATE GUIDANCE.

Trademarks and Copyrights

We own or have applied for rights to trademarks or trade names that we use in connection with the operation of our business, including our corporate names, logos and website names. In addition, we own or have the rights to copyrights, trade secrets and other proprietary rights that protect our business. We do not own any patents, copyrights, trademarks, or other intellectual property rights in the Automobiles. “Automobiles” is defined as the automobiles advertised for investment purposes. This offering circular may also contain trademarks, service marks and trade names of other companies, which are the property of their respective owners. Our use or display of third parties’ trademarks, service marks, trade names or products in this offering circular is not intended to, and should not be read to, imply a relationship with or endorsement or sponsorship of us. Solely for convenience, some of the copyrights, trade names and trademarks referred to in this offering circular are listed without their ©, ®, and ™ symbols, but we will assert, to the fullest extent under applicable law, our rights to our copyrights, trademarks, and trade names. All other trademarks and copyrights are the property of their respective owners.