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Bruce Galloway
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Bruce Galloway Nov 25, 2013 2:31 PM
Begin forwarded message:
From: Bruce Galloway <
Date: November 25, 2013 9:29:20 AM EST
To: " < >
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.