A memo prepared for Jeffrey Epstein discussing investment strategies, specifically focusing on a total return swap on the CROCI index. It includes details on stock selection, valuation, and potential benefits of the strategy.
doj/DataSet10/EFTA01447276.pdf
{"key_people":["Jeffrey Epstein","Joe Hall","Tazia Smith"],"document_date":"2014-04-08","document_type":"correspondence","document_subtype":"memo","key_organizations":["Key Client Partners (KCP)","DB CROCI Analyst team","Bloomberg Finance LP"],"reference_numbers":["DBUSSDUT","SPTR"]}