DataSet-10
EFTA01447003
1 pg
Ongoing tensions justify a cautious approach into the weekend.
Tactically go long lm WTI Calls 101 ($1) and short DAX
Russia 5y swap
(Embedded image moved to file: pic00777.gif)
WTI Crude Oil future Apr14
(Embedded image moved to file…
DataSet-10
EFTA01446981
1 pg
Ongoing tensions justify a cautious approach into the weekend.
Tactically go long lm WTI Calls 101 (S1) and short DAX
Russia Sy swap
(Embedded image moved to file: pic15106.gif)
WTI Crude Oil future Apr14
(Embedded image moved to file…
DataSet-10
EFTA01386272
1 pg
AGP LP 519 Alpha Group Capital Paul Barrett
Portfolio Construction
• Disciplined approach to portfolio construction
Stock Universe
1 I …
DataSet-10
EFTA01374189
1 pg
AGP LP 519 Alpha Group Capital Paul Barrett
Portfolio Construction
• Disciplined approach to portfolio construction
Stock Universe
1 I …
DataSet-10
EFTA01386159
1 pg
AGP LP 519 Alpha Group Capital Paul Barrett
Portfolio Construction
• Disciplined approach to portfolio construction
Stock Universe
1 I …
DataSet-10
EFTA01374069
1 pg
AGP LP 519 Alpha Group Capital Paul Barrett
Portfolio Construction
• Disciplined approach to portfolio construction
Stock Universe
1 I …
DataSet-10
EFTA01379412
1 pg
22 December 2017
EM Currency Handbook 2018: Still Fuel in the Tank
Regulatory framework and approach
• The government is the main recipient, and, therefore, supplier of foreign exchange in the economy, through oil
related taxes and revenues of the Nigerian…
DataSet-10
EFTA01379421
1 pg
22 December 2017
EM Currency Handbook 2018: Still Fuel in the Tank
Regulatory framework and approach
▪ The South African Reserve Bank regulates exchange rate policy and is responsible for implementing monetary
Policy (bitzammy..Le_semkenEse_ael.
▪ The official…
DataSet-10
EFTA01374187
1 pg
AGP LP 519 Alpha Group Capital Paul Barrett
Idea Generation: Deep Domain Expertise
BUSINESS Research-intensive approach to investing, extensive analysis of business drivers and
detailed modeling of projected earnings
…
DataSet-10
EFTA01386157
1 pg
AGP LP 519 Alpha Group Capital Paul Barrett
Idea Generation: Deep Domain Expertise
BUSINESS Research-intensive approach to investing, extensive analysis of business drivers and
detailed modeling of projected earnings
…
DataSet-10
EFTA01386270
1 pg
AGP LP 519 Alpha Group Capital Paul Barrett
Idea Generation: Deep Domain Expertise
BUSINESS Research-intensive approach to investing, extensive analysis of business drivers and
detailed modeling of projected earnings
…
DataSet-10
EFTA01460499
1 pg
…at 11:05 AM, "Rosemary Vrablic" <
wrote:
Classification: Confidential
Given the "one bank" approach I keep hearing about, total Bollag
investment and deposit assets with AWM (not brokerage) are approx 5130
million.
Kind regards,
Rosemary vrablic
…
DataSet-10
EFTA01391867
1 pg
…true value
globally approach
Average deal size of US$40m: …
DataSet-10
EFTA01390947
1 pg
…true value
globally approach
Average deal size of US$40m: …
DataSet-10
EFTA01393749
1 pg
…true value
globally approach
Average deal size of US$40m: …
DataSet-10
EFTA01354002
1 pg
…true value
globally approach
Average deal size of US$40m: …
DataSet-10
EFTA01390291
1 pg
…true value
globally approach
Average deal size of US$40m: …
DataSet-10
EFTA01392569
1 pg
…true value
globally approach
Average deal size of US$40m: …
DataSet-10
EFTA01364529
1 pg
…true value
globally approach
Average deal size of US$40m: …
DataSet-10
EFTA01391241
1 pg
…true value
globally approach
Average deal size of US$40m: …
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