HOUSE_OVERSIGHT_024207.jpg

1.54 MB
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Extraction Summary

1
People
4
Organizations
2
Locations
2
Events
1
Relationships
3
Quotes

Document Information

Type: Financial white paper / investment analysis
File Size: 1.54 MB
Summary

This is page 6 of a confidential financial white paper produced by Electron Capital Partners, LLC, specifically marked for the exclusive use of Jeffrey Epstein. The document analyzes the global utility sector, arguing that it is substantially underweight in investment portfolios but showing signs of increased hedge fund exposure starting in 2012. It cites data from Bank of America Merrill Lynch and Goldman Sachs to support the thesis that utilities are currently under-owned relative to other sectors.

People (1)

Name Role Context
Jeffrey Epstein Recipient/Client
Watermark at bottom left states 'For exclusive of Jeffrey Epstein'

Organizations (4)

Name Type Context
Electron Capital Partners, LLC
Firm name listed in the footer of the document
Bank of America Merrill Lynch
Source of data for Global Fund Manager Survey referenced in charts
Goldman Sachs
Source of data regarding hedge fund exposure and 'Hedge Fund Trend Monitor'
House Oversight Committee
Implied by the Bates stamp 'HOUSE_OVERSIGHT_024207'

Timeline (2 events)

2012-06-01
Inflection point where hedge funds began increasing net exposure to global utility sector
Global
Hedge Funds
2013-02-12
Global Fund Manager Survey published
Global

Locations (2)

Location Context
Scope of the utility sector analysis
US
Specific mention of US utilities underperformance

Relationships (1)

Watermark stating 'For exclusive of Jeffrey Epstein' on Electron Capital Partners document.

Key Quotes (3)

"hedge funds increasing their net exposure to the global utility sector after a long period of reducing net."
Source
HOUSE_OVERSIGHT_024207.jpg
Quote #1
"utilities account for the lowest in gross assets held of the 10 global sectors."
Source
HOUSE_OVERSIGHT_024207.jpg
Quote #2
"For exclusive of Jeffrey Epstein"
Source
HOUSE_OVERSIGHT_024207.jpg
Quote #3

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