Illegal Activity
none
Blackmail
none
Date
2018-03-14
Document Type
email
Model
gemini-2.0-flash-001
Processed
2026-02-07T18:42
Summary
Stewart Oldfield forwarded an email from Rick Selvala containing the Harvest CYES monthly update for February 2018 to Paul Barrett. The report details the strategy's performance, market conditions, and future outlook.
Metadata
- Subject
- FW: Harvest CYES Summary - February 2018
- Sender
- Stewart Oldfield <M>
- Recipients
- Paul Barrett (
- Document ID
- —
- Date
- 2018-03-14
Relationships 2
| Entity 1 | Relationship | Entity 2 | Description |
|---|---|---|---|
| Stewart Oldfield | email correspondence | Paul Barrett | Stewart Oldfield forwarded an email from Rick Selvala to Paul Barrett. |
| Rick Selvala | employment | Harvest Volatility Management, LLC | Rick Selvala is the CEO of Harvest Volatility Management, LLC. |
Notable Quotes 2
The CYES was -0.63% on notional (which is -1.90% on a "33% of notional" margin requirement) for the month.
While past performance is no guarantee of future results, we recovered those previous drawdowns in 2-4 months on average.
Financial Information
Amounts:-0.63%-1.90%33%10%5%+3.6%-0.7%+3.5%-2.8%-3.8%2.32%1%
Assets:
- equities
- fixed income
- municipal bonds
- mutual funds
- ETFs
- MLPs
- REITs
- cash
- index option spreads (modified iron condors) on the S&P 500
Public Knowledge
- Context
- This is a financial performance report, likely shared with investors.
Raw Analysis JSON
click to expand
Themes
Financial transactions/money flowBusiness dealingsCommunications/correspondence
Organizations 3
Harvest Collateral Yield Enhancement Strategy (CYES)Harvest Volatility Management, LLCSEC
Locations 3
New York, NY420 Lexington Avenue - Suite 2620global
Text Analysis
- Tone
- Informative, professional
- Purpose
- To provide a monthly update on the Harvest Collateral Yield Enhancement Strategy (CYES) for February 2018.
- Significance
- The document provides insight into the performance of a specific investment strategy and the market conditions affecting it.
File Info
- File Name
- EFTA01433771.txt
- Dataset
- dataset_10
- Type
- Text
- Model
- gemini-2.0-flash-001
- Processed
- 2026-02-07T18:42:03.795644
- DOJ Source
- View on DOJ