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IMPORTANT DISCLOSURES

Stony Point Capital LLC is the “Investment Manager” for Stony Point Capital Partners LP (the “Onshore Fund”) and Stony Point Capital Partners Offshore Ltd (the “Offshore Fund”). The Onshore Fund and the Offshore Fund invest all of their investable assets in Stony Point Capital Partners Master Fund LP (the “Master Fund” and together with the Onshore Fund and the Offshore Fund, the “Fund” or “Stony Point Capital”). This “Presentation” has been prepared solely for informational purposes. This Presentation does not constitute an offer to sell or the solicitation of an offer to buy in any U.S. or non U.S. jurisdiction to any person to whom it is unlawful to make such offer or solicitation in such jurisdiction. This offering does not constitute an offer of the “Interests” of Stony Point Capital to the public, and no action has been or will be taken to permit a public offering in any jurisdiction where action would be required for that purpose. The Interests may not be offered or sold, directly or indirectly, and this Presentation may not be distributed in any jurisdiction, except in accordance with the legal requirements applicable in such jurisdiction. Prospective investors should inform themselves as to the legal requirements and tax consequences within their jurisdiction with respect to the acquisition, holding or disposal of Interests, and any non U.S. exchange restrictions that may be relevant thereto. Under no circumstances may this Presentation be shown, copied, transmitted, or otherwise given to any person other than the authorized recipient. Each recipient of this Presentation may disclose to any and all persons, without limitation of any kind, the tax treatment and tax structure of the Fund or transactions related thereto. 


THE INTERESTS OF STONY POINT CAPITAL HAVE NOT BEEN REGISTERED UNDER THE SECURITIES ACT OF 1933, AS AMENDED (THE “ACT”), THE SECURITIES LAWS OF ANY STATE OR ANY OTHER APPLICABLE SECURITIES LAWS IN RELIANCE UPON EXEMPTIONS FROM THE REGISTRATION REQUIREMENTS OF THE ACT AND SUCH LAWS. SUCH INTERESTS MUST BE ACQUIRED FOR INVESTMENT ONLY AND MAY NOT BE OFFERED FOR SALE, PLEDGED, HYPOTHECATED, SOLD, ASSIGNED OR TRANSFERRED AT ANY TIME EXCEPT IN COMPLIANCE WITH (I) THE ACT, ANY APPLICABLE STATE SECURITIES LAWS, AND ANY OTHER APPLICABLE SECURITIES LAWS; AND (II) THE TERMS AND CONDITIONS OF THE RELEVANT PARTNERSHIP AGREEMENT. PURCHASERS OF SUCH INTERESTS SHOULD BE PREPARED TO BEAR THE RISK OF THEIR INVESTMENT FOR AN INDEFINITE PERIOD OF TIME.


The investment methods summarized in this document may change as deemed appropriate. An investment in Stony Point Capital is speculative and entails substantial risks. This Presentation is for distribution only to persons reasonably believed to have sufficient expertise to understand the risks involved. Before making any investment, prospective investors should thoroughly review Stony Point Capital’s Confidential Private Offering Memorandum with their financial, legal and tax advisors to determine whether an investment in the Fund is suitable for them. 


The various indices referenced herein are included for comparative purposes because they are well-recognized indicators of the performance of certain market sectors or industries rather than because there is any close correlation between such indices and the Fund. Unlike Stony Point Capital, indexes are unmanaged and have no fees or expenses. An investment cannot be made directly in an index. The Fund consists of securities which may vary significantly from those in the indexes referenced in this presentation and performance calculation methods may not be entirely comparable. Accordingly, comparing results shown to those of such indexes may be of limited use.


The specific securities discussed herein are intended to provide investors and sophisticated prospects a better general understanding of the composition of the portfolio (including recent performance drivers that were both winners and losers).  Nothing about the discussion of these securities should be taken as a suggestion that the Investment Manager only makes profitable investments.  Similarly, the Investment Manager regularly analyzes the portfolio for purposes of determining the appropriateness of all investments and may no longer be invested in the securities mentioned.  Positive and negative drivers may be based on realized or unrealized returns and any unrealized returns may not be realized in the future.  The Investment Manager believes the winners and losers discussed herein are provided in a balanced fashion and are not misleading.  The winners and losers selected may not be the top winners or top losers for the period at issue, and were selected in order to provide a general discussion of the portfolio when read in connection with other marketing materials prepared by the Investment Manager. Contact the Investment Manager if you would like to discuss the top winners and top losers from the period at issue.


Performance data included herein is estimated in good faith, and reflects total return, net of all fees, and is not an estimate of any specific investor’s actual performance, which may be materially different depending on numerous factors.  All attribution data reflects gross returns (by long/short, sector, market cap) and it is important to note that no investor receives a gross return.  All performance data is subject to revision at any time prior to the completion of an audit. PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS and there can be no assurance that Stony Point Capital will achieve comparable results or its investment objective. Indices have not been selected to represent an appropriate benchmark for Stony Point Capital. Stony Point Capital’s holdings, performance, and volatility may differ significantly from the securities that comprise the indices. 


This Presentation may contain forward-looking statements and due to various factors, results may differ materially from expectation. Stony Point Capital does not make any representation or warranty as to the accuracy or completeness of this Presentation. The projected investment strategy, portfolio composition and similar information about the management of Stony Point Capital is a description of the manager’s current intent based on available information, market conditions and other factors. The strategy of the Fund, the investment opportunities available to it and the actual investments it consummates may vary materially from the material in this Presentation. The information contained in this Presentation is believed to be reliable as of the date reflected in the performance section. Stony Point Capital has no obligation to update this presentation or notify readers thereof in the event any matter stated herein changes. The charts, tables, and graphs contained in this document are not intended to be used to assist the reader in determining which securities to buy or sell or when to buy or sell securities. Additional information is available upon request. Unless otherwise noted, the source of information for the charts, graphs, and other materials contained herein is the Investment Manager.


Returns in 2013 and 2014 include equities and options in Technology, Media and Telecommunications companies and CEFs (i.e., GICS Sectors of Telecommunication Services and Information Technology), while at East Hall Capital Partners LP excluding all IPOs and assuming 1.5% management fees and a 20% incentive allocation along with 50bps in annual operating expenses. The Fund launched on January 1, 2015. The net returns for the Fund reflect representative returns for the Onshore Fund net of all fees (1.5% management fee and a 20% incentive allocation) and expenses.  Representative returns for the Offshore Fund are available upon request. All statistics are annualized using monthly total returns.  Alpha since inception is calculated by comparing the total net return to the S&P 500 when accounting for net exposure. 


Sectors based on GICS Sectors and Industries. "Consumer" = Consumer Discretionary GICS Sector. Both "Software" and “IT Services" are each GICS Industries within Information Technology Sector. “Comm. Services” = Communication Services GICS Sector. Region based on International Organization for Standardization (ISO) Country of Risk.