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Subject: RE: DB - Harvest Collateral Yield Enhancement Strategy From: Paul Barrett ‹ > Date: Mon, 16 Oct 2017 21:54:58 -0400 To: Andrew King < Cc: Stewart Oldfield Hi Andrew I reviewed the returns over the past 4 years and they are not that exciting. It has averaged around 70bps return over that time period. I like the concept but not sure the strategy generates enough returns. Happy to discuss more if you think I missed something. Paul Paul Barrett Alpha Group Capital LLC 142 W 57th Street, 11th Floor, New York, NY 10019 c) From: Andrew King [mailto Sent: Friday, October 13, 2017 5:03 PM To: Paul Barrett Cc: Stewart Oldfield Subject: DB - Harvest Collateral Yield Enhancement Strategy Paul, EFTA01438047
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