To: F e
From:
Sent Fri 1:03:54 PM
Subject: Re: ATorus Daily Portfolio Report 4/24
You as well.
Sent from my iPhone
On Apr 25, 2014, at 9:01 AM, Michael Fowle wrote:
Mi lease 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
there in 5/15/13. This is why "casting a broad net" we find to be ideal.
Best Regards.
Michael J. Fowler
Work Email
Trading Des mar
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<ATorus_LargeMTMExp51513_vs_LargeMTMExp042414.pdf>
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