EFTA00627072.pdf

From: Lars Christiaanse czEl= > To: jeevacation@gmail.com Cc: Mark Lloyd a.a> Subject: Bern Lucerne Fund Date: Wed, 14 Aug 2013 16:30:43 +0000 Attachments: The—Luceme_Capital_Funds_-_Historical_AUM.xlsx; The_Luceme_Capital_Funds_- Histoncal Performance, Exposures,_and_Attribution.xlsx; the Lucern—e_Capital_Fun—d,_LP_Newslettern July_2013.pdf; BERNLUCERNEnew.pptx Jeffrey, Thank you for your hospitality last week and more so for your feedback/comments on our presentation/pitch. Greatly appreciated. Attached as requested: • The historical Assets Under Management (AUM) per year • The breakdown of the performance per month, per sector, country, as well as the long and short exposures per month. • The latest Lucerne Capital newsletter; Please note the gradual shift from mostly high quality global companies towards more exposure in Europe, driven by a tentative recovering European economy. • The updated presentation in PowerPoint. The first 2 items should shed more light on the AUM development and the fund performance per year. Thank you, Lars Bern Dynamic LLP Lars A Christiaanse Partner EFTA00627072 EFTA00627073