From: Neal Berger To: [email protected] Subject: Eagle's View Capital Management, LLC- July 2014 Performance Update... Date: Sun, 10 Aug 2014 22:08:07 +0000 Eagles View Capital Management LLC July 2014 Performance Update Aug 10, 2014 Another Data Point For Lack of Correlation Click here to view our most recently updated tearsheet Dear Partners/Friends, Eagle's View Capital Partners, L.P. is estimated at +0.12% for the month of July with YTD estimated at +7.72% net of all fees and expenses. Eagle's View Offshore Fund, Ltd. Class G is estimated at +0.40% for July with YTD 2014 performance estimated at +7.07% net of all fees and expenses. Eagle's View Offshore Fund, Ltd. Class B ("High Alpha") is estimated at +0.24% for July with YTD (Inception April '14-July '14) estimated at +3.43% 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. July provided us another opportunity to showcase our assertion that the return stream of our product offerings operate outside the purview of the direction of mainstream asset price movements. We are pleased that we were able to provide investors with a truly uncorrelated source of alpha. Although markets have generally been strong for the past few years, we are adding data points that assist us in providing evidence to support the message we have articulated to our investor base- that Eagle's View seeks to provide an uncorrelated source of return. Eagle's View Capital Partners, L.P. was profitable in July, 2014, Jan., 2014, Aug., 2013, June 2013, and May, 2012 all of which were negative months for the S&P 500. We do not want to leave investors with the notion that our Funds are counter-correlated to mainstream markets, nor do we want