EFTA00683884.pdf
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From: Neal Berger .MINIMI=>
To: jeevacation@gmail.com
Subject: Eagle's View Capital Management, LLC- July 2017 Performance Update...
Date: Sat, 19 Aug 2017 00:46:13 +0000
Eagles View Capital Management, LLC July 2017 Performance Update
August 18, 2017
Volatility- We Welcome You!
Dear Partners/Friends,
Click here to view our most recentl u. i at d tearsheet
Performance of Eagle's View Capital Partners, L.P. is estimated at +0.52% for July
with YTD performance estimated at +1.39% net of all fees and expenses.
Performance of Eagle's View Offshore Fund, Ltd. Class G is estimated at +0.05% for
July with YTD performance estimated at +0.78% net of all fees and expenses.
Performance of Eagle's View Offshore Fund, Ltd. Class B ("High Alpha") is estimated
at -0.41% for July with YTD performance estimated at -1.11% 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.
Performance of Spearhead Insurance Solutions IDF Series E/Eagle's View Insurance
Dedicated Fund is estimated at +0.35% for July with YTD performance estimated at
+1.47% net of all fees and expenses.
Performance of Eagle's View Partners, Ltd. is estimated at -0.74% for July with
YTD performance estimated at +2.41% net of all fees and expenses. Eagle's View Partners,
Ltd. is our 'niche-oriented', multi-strategy hedge fund which is focused on strategies
that have positive expectancy, lack correlation to broader markets, and, take advantage
of the structural alpha in terms of the efficiency of capital usage inherent within
the multi-strategy hedge fund model.
Eagle's View continues to respond and adjust our portfolio based upon what we perceive
to be a crowded landscape for inefficiency within mainstream markets. We welcome
EFTA00683884
the recent pickup in volatility of markets and hope this marks a longer-term shift
to more normalized levels of market volatility ahead. Volatility creates the opportunity
set by which absolute return trading oriented strategies are able to capitalize
upon market inefficiencies. Prior bouts of volatility have been short-lived, although,
with the geopolitical tensions, the Fed in the midst of a tightening cycle, and,
the Fed announcing its intention to commence shrinking its balance sheet, we are
hopeful that we've seen a bottoming of volatility. That said, we are prepared to
be wrong and we hope and expect to make money ahead regardless. We've positioned
the portfolio in enough non-mainstream markets where we find positive expectancy
tha
EFTA00683885
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