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efta-02107446DOJ Data Set 10Other

EFTA02107446

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efta-02107446
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EFTA Disclosure
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To: From: Sent Fri Subject: F e 1:03:54 PM 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: Milease 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 The information contained in this electronic mail message is confidential information intended only for the use of the individual entity named above, and may be privileged. if the reader of this message is not the intended recipient, you are hereby notified that any dissemination, distribution, or copying of this message is strictly prohibited. If you have received this communication in error, please immediately notify us by telephone, and delete the original message. <ATorus_LargeMTMExp51513_vs_LargeMTMExp042414.pdf> EFTA_R1_00724320 EFTA02107446

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