EMAIL DETAILS

From the list below I have spoken with:
Capula
Perella Xerion
Brownstone

I know, but haven't spoken with:
Bluecrest (London)
King Street
Brevan Howard (London)
Denali (LA)
Caxton

We can discuss the funds next week....
Arlene Busch
202-333-1880
Abusch@rosemontseneca.com


-----Original Message-----
From: Eric Schwerin <eschwerin@rosemontseneca.com>
Date: Fri, 30 Jul 2010 09:35:43
To: Neil Callahan<ncallahan@rosemontseneca.com>
Cc: Arlene Busch<abusch@rosemontseneca.com>; Devon Archer<darcher@rosemontseneca.com>; Hunter Biden<hbiden@rosemontseneca.com>
Subject: Re: Top performing hedge funds 07 through 6/10.

I believe Arlene is actually talking to Capula currently. Right, Arlene?
We had talked to them before but there may be some new interest.

On Fri, Jul 30, 2010 at 9:29 AM, Neil Callahan <ncallahan@rosemontseneca.com
> wrote:

> Hi guys,
>
> Take a look at this list of hedge funds. A very short list of funds that
> have made money every year since 2007 and are making money this year
> (through 2010).
>
> Adding some of these funds as clients and part of the Fund of Fund would
> seem attractive to potential investors.
>
> Arlene - have you screened any of these funds?
>
> Best,
>
> Neil
>
>
>
> Hedge Fund YTD* 2009 2008 2007 TOTAL
> RETURN**
>
> Rubicon Global 15.2 14.9 44.8 6.8 105
>
> Perella Xerion*** 3.4 35.3 0.3 38.8 95
> Bluecrest Capital 9.3 45.4 6.3 10.8 87
> Waterstone 2.4 49.3 12.1 7.5 84
> Brevan Master 1.5 18.7 20.4 25.2 82
>
> COMAC Global Macro 4.1 14.9 30.7 10.7 73
> EMF Fixed Income 0.8 11.2 22.0 16.6 59
> Banyan Capital 5.1 11.5 14.4 16.5 56
> Capula Relative Value 6.7 12.3 9.6 18.0 55
>
> Galena 6.3 12.7 21.6 2.9 50
> Argonaut 1.5 10.1 12.3 18.1 48
> King Street Capital 1.4 20.1 2.5 17.3 46
> Denali Partners 9.6 4.2 19.2 6.7 45
>
> Caxton Global 4.0 6.2 12.9 1.1 26
> Brownstone Catalyst 0.6 7.5 7.0 6.8 23
>
> *through June 2010
> **total=cumulative return from January 2007 to June 2010
> ***YTD and total through May 2010
>
>
>
>
> --
> Neil Callahan
> Rosemont Seneca Partners
> 917-945-9516
>
>


--
Eric D. Schwerin
Rosemont Seneca Partners
(202) 333-1880
eschwerin@rosemontseneca.com