From: Lesley Groff
Sent: Friday, April 25, 2014 1:04 PM
To: Jeffrey Epstein
Subject: Fwd: ATorus Daily Portfolio Report 4/24
Attachments: ATorus_LargeMTMExp51513_vs_LargeMTMExp042414.pdf; Untitled attachment
00123.htm
Sent from my iPhone
Begin forwarded message:
=b>From: Michael Fowler < >
Date: April 25, 2014, 9:01:33 AM EDT
To:<=b> Lesley Groff .—.„
Subject: ATorus Daily Portfolio Report 4/24
<=iv>
Lesley,
P=ease see attached the Daily Portfolio Report for 4/24. Have a great day!
- Daily Commentary -
<=r>
Over the past few months, we've seen minimal true thematic cha=ges in portfolio exposures (ex-
biotech/healthcare monetization), and as suc= our Daily Portfolio Reports may appear somewhat anti climatic. We
wa=ted 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 cur=ent large 45 winners, 38 were not there in 5/15/13. This is why "casting a b=oad
net" we find to be ideal.
Best Regards,
Michael J. Fo=ler
<mailto:
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