From Bruce Jaeger: FW: Historical Performance of the Fund's Strategy

Jeffrey,

 

Bruce Jaeger passed along your request for a “two-pager” summarizing the historical returns from our fund’s investment strategy.  As you will see, the attached document explains the variety of research conducted by me and sell-side research departments which supports our target return of 20% with limited risk in the form of only 10% of the fund’s assets exposed at any single time.  These figures also comport with my investment returns running a similar portfolio at Silver Point Capital.

 

I have tried to summarize our full marketing presentation, which I believe you received from Ghislaine Maxwell.  Please feel free to ask questions of Bruce at (917) 494-7447 or me at the numbers below.  Thank you very much for your interest.  I look forward to hearing your reaction to this material.

 

Regards,

Duncan A. Yin

 

Work:  (203) 569-4524

Cell:  (203) 856-8148

 

 

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