EFTA00379205.pdf
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From: ==. >
To: Bruce Galloway jIMIIIIMa
Subject: Re:
Date: Mon, 25 Nov 2013 15:03:22 +0000
Below from JE:
prices of each, not percentages. please
On Nov 25, 2013, at 9:29 AM, Bruce Galloway < > wrote:
> Yes in the power point we highlight 5 activist positions but the portfolio will include
upto 20 names which we feel have at least 5X upside. In the 5 the tech co is +45 , the 600mm
asset co is +40. The Billion dollar alt energy co is flat. The micro cap cloud co is flat
and the 5 bn transport co is -45. On average +5-8 percent. I expect 5 percent per mos
returns. Bruce.
EFTA00379205
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EFTA00379205
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