From: Bruce Galloway lIMIIIIMa
To: ' 'MINIII >
Subject:
Date: Mon, 25 Nov 2013 14:29:20 +0000
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.
EFTA00379186
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