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INNOVATION CAPITAL RESEARCH INCORPORATED located in Lenox, Massachusetts, was formed in January 2000 by a principal and founding partner and two senior-level employees from Gilder Technology Group, Inc., now Gilder Publishing. The company takes a unique approach to investment strategy and research that sets it apart from conventional "Wall Street" analysis.

While still extremely important and not to be overlooked, most investment research begins at the bottom, with fundamentals. Although this approach was successful in assessing the great companies of the last century, many of the most important companies of the present and future will be built on intangible assets and intellectual property. The old model does not necessarily work for the new order of companies that will dominate this decade and this century.

Innovation Capital Research goes beyond simply assessing whether or not a company or a group of companies possess valuable intellectual property. More importantly, our research attempts to determine if a company is headed in the right direction based on broader underlying themes or paradigms. Therefore, in gauging a particular company's value, Innovation Capital Research begins at the top, with a macro analysis that determines if a company or technology aligns with either the Telecosm or Powercosm Paradigm.

It is Innovation Capital Research's familiarity with these two paradigms, borne out of working closely with their creators, that gives us a significant advantage in assessing individual equities. In the case of the Telecosm, David Minor worked closely with George Gilder for over four years in shaping the list of ascendant technologies that is published monthly in the Gilder Technology Report. For the power companies fitting the Powercosm Paradigm, Charles Leach worked with Mark Mills and Peter Huber in developing the "Power Panel" which is a part of the Digital Power Report each month.

PRODUCTS and SERVICES

Innovation Capital Research leverages its experience with and knowledge of broadband technology and leading edge power companies by working as the Subadviser to limited partnerships and through research consulting contracts.

Money Management:
The Telecosm Funds, LP - Technology Subadviser
- An investment partnership formed in May 2000 for individual and institutional investors
- Invests in private and public companies that fall within the Telecosm Paradigm
- Innovation Capital Research is endorsed by George Gilder

Power Investments:
The Power Fund, LP - Technology Subadviser
-An investment partnership formed in November 2000 for individual and institutional investors
-Invests in primarily latter stage private companies that fall within the Powercosm Paradigm
-Seeks to take advantage of the significant opportunities evolving from the need to provide highly reliable power for the digital age

Consulting:
- Fundamental research for The Gilder Technology Report
- Institutional research and investment strategy consulting to portfolio managers

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