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New York 4_18 Israel II _PUFF_4.13.17

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Transcript of New York 4_18 Israel II _PUFF_4.13.17

Entrepreneurship
Scientific Research
R&D Per Capita
Venture Capital
Central Bank
Europe
US
China
Israel
0
-50%
50%
100%
150%
200%
15-Year Returns: Israel vs World
2002-2016
(Stoxx 50)
(S&P 500)
(Shanghai
Composite)
(TA-125)
Portfolio List
"Israel is the most promising investment hub outside the United States."
- Warren Buffett
TA-125
S&P 500
-11.76%
+18.89%
+31.55%
VS.
S&P 500 / TA-125
Since inception:
July 1, 2015
Growth
Stability
Team
Israel II Returns
July 2015 - March 2017
Innovid
20%

15%

10%

5%

0%

-5%

-10%
Direct comparisons between the Fund's performance and equity market indices are not without complications. The Fund’s portfolio may contain options and other derivative securities, illiquid and private company securities and may not be as diversified as market indices. The indices may be unmanaged, may be market weighted, and unlike the Fund, indices do not incur fees and expenses. Due to the differences among the Fund’s portfolio and the performance of equity market indices, no such index is directly comparable to the investment strategy of the Fund. The investment performance of the Fund and the indices set forth herein, includes the reinvestment of dividends.

Israel II
Past performance is not necessarily indicative of future results. The potential for profit is accompanied by the possibility of loss, including the possibility of a total loss. Performance information is presented net of all fees and expenses, including management fees, performance allocations and expenses identified as Partnership Expenses in the Offering Documents. Performance results of the Fund are presented for information purposes only and reflect the impact that material economic and market factors had on Lazarus’ decision-making process. No representation is being made that any investor or portfolio will or is likely to achieve profits or losses similar to those shown.  Net monthly returns are net of all fees and expenses to the investor; however, performance of individual investors may vary based upon differing management fees, incentive allocation arrangements and the timing of contributions and withdrawals. Performance numbers were prepared by Lazarus, and have not been compiled, reviewed or audited by an independent accountant. The Fund’s portfolio contains a material amount of illiquid and private company securities for which Lazarus determines fair value. Performance estimates are subject to future adjustment and revision. The information provided is historical and is not a guide to future performance. Investors should be aware that a total loss of investment is possible.

Israel is a top R&D center for the above referenced companies.  The above companies are not past or current portfolio holdings of the Fund and are only referenced for illustrative purposes with respect to the presence of large technology companies in Israel.

This presentation is not an offer to sell securities of any investment fund or a solicitation of offers to buy any such securities. Securities of the Lazarus Israel Opportunities Fund II LLLP (the “Fund”), of which Lazarus GP LLC is the general partner (the “General Partner”) and Lazarus Management Company LLC is the investment manager (the “Manager” and, collectively with the General Partner, “Lazarus”), are offered to selected investors only by means of a complete offering memorandum and related subscription materials which contain significant additional information about the terms of an investment in the Fund (such documents, the “Offering Documents”). Any decision to invest must be based solely upon the information set forth in the Offering Documents, regardless of any information investors may have been otherwise furnished, including this presentation.

The description herein of the approach of Lazarus and the targeted characteristics of its strategies and investments is based on current expectations and should not be considered definitive or a guarantee that the approaches, strategies, and investment portfolio will, in fact, possess these characteristics. In addition, the description herein of the Fund’s risk management strategies is based on current expectations and should not be considered definitive or a guarantee that such strategies will reduce all risk.  These descriptions are based on information available as of the date of preparation of this presentation, and the description may change over time.  Past performance of these strategies is not necessarily indicative of future results.  There is the possibility of loss and all investment involves risk including the loss of principal.  There is no guarantee that the investment objective will be achieved.

The information in this presentation was prepared by Lazarus and is believed by Lazarus to be reliable and has been obtained from public sources believed to be reliable. Lazarus makes no representation as to the accuracy or completeness of such information. Statements, opinions, estimates and projections in this presentation constitute the current judgment of Lazarus and are subject to change without notice.  Such statements, opinions, estimates and projections have not been verified, attested to, or otherwise confirmed by any other party. Any projections, forecasts and estimates contained in this presentation are necessarily speculative in nature and are based upon certain assumptions. It can be expected that some or all of such assumptions will not materialize or will vary significantly from actual results.  Accordingly, any projections are only estimates and actual results will differ and may vary substantially from the projections or estimates shown. This presentation is not intended as a recommendation to purchase or sell any security.  Lazarus has no obligation to update, modify or amend this presentation or to otherwise notify a reader thereof in the event that any matter stated herein, or any opinion, projection, forecast or estimate set forth herein, changes or subsequently becomes inaccurate.

This presentation is strictly confidential and may not be reproduced or redistributed in whole or in part nor may its contents be disclosed to any other person without the express consent of the General Partner.
Any data and figures shown herein for the Lazarus Israel Opportunities Fund LLLP (Israel I) are for illustrative purposes only, and are being presented to show the past investment experience of the Investment Manager in Israel. While the Fund follows the same investment strategy as Israel I and invests in many of the same portfolio companies to the extent possible, the past performance of Israel I does not indicate future performance of the Fund.  The Fund will not have the benefit of the existing portfolio of securities owned by Israel I and may not be able to make investments in the same portfolio companies in the future.

The companies and corporate logos depicted herein represent current public and private holdings of the Fund at the time of creating this video presentation.  The companies and logos are not intended as past specific recommendations nor do they represent the Fund’s performance.  Selection and the order of the appearance of the companies or logos herein are not based on performance criteria and only intended to show the typical investments based on the investment objectives of the Fund.  Any performance and qualitative information contained herein are provided to you for informational purposes only.  Certain information contained in this material constitutes forward-looking statements, which can be identified by the use of forward-looking terminology such as “may,” “will,” “should,” “expect,” “anticipate,” “target,” “project,” “estimate,” “intend,” “continue,” or “believe,” or the negatives thereof or other variations thereon or comparable terminology.  Such statements are not guarantees of future performance or activities.  Due to various risks and uncertainties, actual events or results or the actual performance of the Fund may differ materially from those reflected or contemplated in such forward-looking statements.  Investors risk loss of their entire investment.  Past performance is never a guarantee of future results.  The references to the companies and any logos are not intended to be recommendations for your personal investment or trading.

The companies and corporate logos depicted herein represent current public and private holdings of the Fund at the time of creating this video presentation.  The companies and logos are not intended as past specific recommendations nor do they represent the Fund’s performance.  Selection and the order of the appearance of the companies or logos herein are not based on performance criteria and only intended to show the typical investments based on the investment objectives of the Fund.  Any performance and qualitative information contained herein are provided to you for informational purposes only.  Certain information contained in this material constitutes forward-looking statements, which can be identified by the use of forward-looking terminology such as “may,” “will,” “should,” “expect,” “anticipate,” “target,” “project,” “estimate,” “intend,” “continue,” or “believe,” or the negatives thereof or other variations thereon or comparable terminology.  Such statements are not guarantees of future performance or activities.  Due to various risks and uncertainties, actual events or results or the actual performance of the Fund may differ materially from those reflected or contemplated in such forward-looking statements.  Investors risk loss of their entire investment.  Past performance is never a guarantee of future results.  The references to the companies and any logos are not intended to be recommendations for your personal investment or trading.

Figures based on historical price calculation from Yahoo and Google Finance for each exchange. Calculated from Jan 1 2002- Jan 1 2017.
Due to the differences among the Fund’s portfolio and the performance of equity market indices, no such index is directly comparable to the investment strategy of the Fund and is in no way an indication of the Fund’s performance.
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