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by remaining overweight US corporate high yield
document IMAGES-003-HOUSE_OVERSIGHT_014599.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

by remaining overweight US corporate high yield credit versus investment grade fixed income and by funding various tactical tilts from their high-quality bond allocation. While most investment grade bonds may have uninspiring tactical prospects, we emphasize that investors should...

NLV-III Investment Opportunity
document IMAGES-007-HOUSE_OVERSIGHT_024021.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

NLV-III Investment Opportunity The objective of NLV-III is to invest in a portfolio of healthcare technology companies that offer attractive risk-adjusted returns. The companies that comprise the portfolio will be selected and managed by a team of highly experienced senior partn...

J.P. Morgan Eye on the Market 2/27/2012: Dire Straits
email TEXT-001-HOUSE_OVERSIGHT_031146.txt Feb 27, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: [email protected] To: Undisclosed recipients:;; Subject: J.P. Morgan Eye on the Market 2/27/2012: Dire Straits Sent: 2/27/2012 5:50:08 PM Attachments: 02-27-2012 - EOTM - Dire Straits.pdf Eye on the Market, February 27, 2012 [the attached PDF is much easier to read this...

e Mary’s Whole Pet. Whole plant CBD remedies for pets, sold in retailers and
document IMAGES-008-HOUSE_OVERSIGHT_024878.txt Feb 25, 2019 House Oversight Committee — Epstein Estate Records (Nov 2025)

COWEN COLLABORATIVE INSIGHTS 62 February 25, 2019 e Mary’s Whole Pet. Whole plant CBD remedies for pets, sold in retailers and online in the U.S. and international markets. Mary’s is a high-end brand, focused on clean delivery methods through its transdermal patches, topical...

The Fund Managers have been an active investor in the medical device sector across the New
document IMAGES-007-HOUSE_OVERSIGHT_024034.txt Mar 31, 2014 House Oversight Committee — Epstein Estate Records (Nov 2025)

MEDICAL DEVICES RETURNS SUMMARY: The Fund Managers have been an active investor in the medical device sector across the New Leaf and Sprout Funds. Combined, the Fund Managers have invested $371 million in 29 medical device companies, and have gross realizations of $394 million a...

number of commercial stage companies with novel and clearly differentiated products targeting
document IMAGES-007-HOUSE_OVERSIGHT_024020.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

number of commercial stage companies with novel and clearly differentiated products targeting defined and established high growth market segments. DEAL FLOW AND INVESTMENT PROCESS The Fund Managers have a proactive approach to deal sourcing, which targets both private and publi...