📄 Extracted Text (482 words)
To: Lesley Groffla
From: Jeffrey Epstein
Sent Fri 4/25/2014 1:26:10 PM
Subject: Re: ATorus Daily Portfolio Report 4/24
1230
On Fri, Apr 25, 2014 at 9:24 AM, Lesley Groff ‹ > wrote:
Rich and Darren are 12:00.
Sent from my iPhone
On Apr 25, 2014, at 9:20 AM, Jeffrey Epstein [email protected]> wrote:
what time are rich and darren? , i want to speak to fowler. galloway. i have 2
pm with brad karp
On Fri, Apr 25, 2014 at 9:03 AM, Lesley Groff st M- wrote:
Sent from my (Phone
Begin forwarded message:
From: Michael Fowler a>
Date: April 25, 2014 9.01.33 AM EDT
To: Lesley Groff
Subject: ATorus Daily Portfolio Report 4/24
Lesley,
Please see attached the Daily Portfolio Report for 4/24.
Have a great day!
- Daily Commentary -
Over the past few months, we've seen minimal true thematic changes in portfolio
exposures (ex-biotech/healthcare monetization), and as such our
Daily Portfolio Reports may appear somewhat anti climatic. We
wanted to provide some context versus previous time. Attached is
the large MTM gains and exposures by position as of 5/15/13
compared to today. Of the current large 45 winners, 38 were not
EFTA_R1_00376527
EFTA01928326
there in 5/15/13. This is why "casting a broad net" we find to be
ideal.
Best Regards,
Mich I . F wl r
- Intl. Mobile
Work Email -
Trading Dcsk Email -
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ℹ️ Document Details
SHA-256
3c52ff56ec102d68433ca2560860b5cba13d243d6806d7dec6fa855244cdf6d3
Bates Number
EFTA01928326
Dataset
DataSet-10
Document Type
document
Pages
3
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