ALTAMIR_REGISTRATION_DOCUMENT_2017

Presentation of the Company 1 PRESENTATION OF THE COMPANY AND ITS ACTIVITIES

1.2.4 PORTFOLIO COMPOSITION BY SECTOR

As of 31 December 2017, Altamir’s portfoliowas composed of 49 companies , including 40 unlisted (82%of the portfolio in value terms) and nine listed companies (Altran, Albioma, Amplitude, EVRY, Guotai, Huarong, Manappuram, Shriram and Zensar). Although listed, Gfi Informatique is valued on the basis of a transaction price and no longer on the basis of its market price. During the 2017 financial year, the companies in the portfolio performed verywell comparedwith 2016; their average EBITDA, weighted by each company’s contribution toNAV, increasedby 27% , driven by the combined effect of organic growth and significant acquisitions carried out in 2016. The 13 largest investments, representing nearly 80% of the portfolio’s total value as of 31 December 2017, are as follows, in decreasing order: Marlink, INSEECU., Albioma, Snacks Développement, THOMEurope, Melita, CIPRÉSAssurances, Altran, InfoVista, SKFireSafety Group, Alain Afflelou, Amplitude Surgical and Sandaya. They are presented below with key financial data as of 31 December 2017.

HEALTHCARE

SERVICES

TMT

CONSUMER

CON T E N T S

MARLINK INSEEC U. ALBIOMA

ALTRAN

25 26 27 28 29 30

32 33 34 35 36 37 38

INFOVISTA

SK FIRESAFETY GROUP

SNACKS DEVELOPPEMENT

ALAIN AFFLELOU

THOM EUROPE

AMPLITUDE SURGICAL

MELITA

SANDAYA

CIPRÉS ASSURANCES

Other companies by sector

31

24 REGISTRATION DOCUMENT

• ALTAMIR 2017

www.altamir.fr