From: Neal Berger To: [email protected] Subject: Eagle's View Capital Management, LLC- June 2016 Performance Update... Date: Tue, 12 Jul 2016 19:37:59 +0000 Eagles View Capital Management, LLC June 2016 Performance Update July 12, 2016 TINA Dear Partners/Friends, Click here to view our most recent monthly investor tearsheet Performance of Eagle's View Capital Partners, L.P. is estimated at +2.62% for June with YTD performance estimated at -1.32% net of all fees and expenses. Performance of Eagle's View Offshore Fund, Ltd. Class G is estimated at +0.25% for June with YTD performance estimated at -3.49% net of all fees and expenses. Performance of Eagle's View Offshore Fund, Ltd. Class B ("High Alpha") is estimated at -0.45% for May with YTD performance estimated at -3.82% net of all fees and expenses. This Share Class seeks to generate substantially higher returns through a more concentrated portfolio of some of our historically higher return opportunities. Investors in this Class should have a willingness to accept increased volatility and risk in exchange for the potential for higher returns. The disparity between our domestic Fund and our Offshore Fund stems from certain Fund Managers who had substantially positive performance during June who are only available to domestic US investors. In at least one case, this has changed as of July 1st whereby this Fund is now available to non-US investors, and thusly, will now be a part of Eagle's View Offshore Fund, Ltd. Class B and Class G. While I'm not quite sure who 'coined' the acronym TINA, I first heard it uttered by famed investor, Stanley Druckenmiller. TINA in this context stands for "There Is No Alternative". As I'm writing this commentary and watching the US equity markets rally day after day to new all-time highs, I think the acronym accurately describes the current investment landscape. According to Fortune Magazine, as of June 24th, there was $10 EFTA00682499