EFTA01434548.txt Text dataset_10 View on DOJ

Illegal Activity
none
Blackmail
none
Date
2018-05-07
Document Type
email
Model
gemini-2.0-flash-001
Processed
2026-02-07T18:42
Summary
This email forwards an update on the Harvest Collateral Yield Enhancement Strategy (CYES) for April 2018, detailing its performance and risk management approach. The strategy rebounded strongly in April after a challenging first quarter, with a focus on moderate market gyrations and range trading.
Metadata
Subject
FW: Harvest CYES Update - April 2018
Sender
Stewart Oldfield
Recipients
Paul Barrett
Document ID
—
Date
2018-05-07
Relationships 2
Entity 1RelationshipEntity 2Description
Stewart Oldfield email correspondence Paul Barrett Stewart Oldfield forwarded an email from Rick Selvala to Paul Barrett.
Rick Selvala employee Harvest Volatility Management, LLC Rick Selvala is the CEO of Harvest Volatility Management, LLC.
Notable Quotes 2
As we repeat often, our best months tend to follow our worst months (which once again proved true with our best month since 2011).
Seeks to deliver additional cash-flow returns to your portfolio, over and above the return on your other liquid investments (equities, fixed income, municipal bonds, mutual funds, ETFs, MLPs, REITs, cash).
Financial Information
Amounts:0.96%-1.45%-1.35%+1.11%+3.6%-0.7%+3.5%-2.8%-3.8%2.33%1%
Assets:
  • equities
  • fixed income
  • municipal bonds
  • mutual funds
  • ETFs
  • MLPs
  • REITs
  • cash
  • S&P 500
Raw Analysis JSON click to expand
Themes
Financial transactions/money flowBusiness dealingsCommunications/correspondence
People 5
Stewart OldfieldPaul BarrettAndrew KinRick SelvalaRichard L. Selvala, Jr.
Organizations 3
Harvest Collateral Yield Enhancement Strategy (CYES)Harvest Volatility Management, LLCSEC
Locations 2
New York, NY420 Lexington Avenue - Suite 2620
Text Analysis
Tone
Professional
Purpose
To provide an update on the performance of the Harvest Collateral Yield Enhancement Strategy (CYES) for April 2018.
Significance
The document provides insight into the performance of a specific investment strategy and its risk management approach.
File Info
File Name
EFTA01434548.txt
Dataset
dataset_10
Type
Text
Model
gemini-2.0-flash-001
Processed
2026-02-07T18:42:23.219194
DOJ Source
View on DOJ