INFORMATION: The following is relevant information regarding our firm Positive Delta Asset Management LLC ("PDAM"):
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February 16th, 2012: PDAM Releases January 2011 Performance Fact Sheets: January 2012 Global Alpha Fact Sheet and January 2012 Global Alpha Ultra Fact Sheet.
January 16th, 2012: PDAM Releases December 2011 Performance Fact Sheets: December 2011 Global Alpha Fact Sheet and December 2011 Global Alpha Ultra Fact Sheet.
January 12th, 2012: Yong Park, President & Portfolio Manager of PRIME Asset Management of Cupertino, California joins PDAM as Co-Chief Investment Officer - brings Equity Momentum strategy to PDAM, and will service clients in Northern California.
December 20th, 2011: PDAM Holiday Wishes.
December 16th, 2011: PDAM Releases November 2011 Performance Fact Sheets: November 2011 Global Alpha Fact Sheet and November 2011 Global Alpha Ultra Fact Sheet.
November 23rd, 2011: Frank Woongil Lee, former Chairman of Hana Allianz ITMC (a Joint Venture between Hana Bank and Allianz AG of Germany) and former President and Senior Advisor to Hana Investment Banking Group, Joins PDAM Advisory Board.
November 16th, 2011: PDAM Releases October 2011 Performance Fact Sheets: October 2011 Global Alpha Fact Sheet and October 2011 Global Alpha Ultra Fact Sheet.
October 16th, 2011: PDAM Releases September 2011 Performance Fact Sheets: September 2011 Global Alpha Fact Sheet and September 2011 Global Alpha Ultra Fact Sheet.
September 16th, 2011: PDAM Releases August 2011 Performance Fact Sheets: August 2011 Global Alpha Fact Sheet and August 2011 Global Alpha Ultra Fact Sheet.
August 16th, 2011: PDAM Releases July 2011 Performance Fact Sheets: July 2011 Global Alpha Fact Sheet and July 2011 Global Alpha Ultra Fact Sheet.
July 22nd, 2011: PDAM Interviewed on Seeking Alpha Regarding Importance of Diversification Across Asset Classes in Today's Global Investing Environment. (seekingalpha.com/article/280764-jim-cramer-s-mad-money-diversification-an-idea-gone-astray?source=from_friend).
June 14th, 2011: PDAM's Global Alpha Strategy Selected by Wealthfront Inc. (www.wealthfront.com) for Its Institutional Asset Management Platform.
June 8th, 2011: PDAM Achieves Global Investment Performance Standards (GIPS) Firm-Wide Compliance Verification and Performance Examination of Both Global Alpha and Global Alpha Ultra Composites from Ashland Partners & Company LLP.
Firm-Wide Compliance Independent Verification Report - September 1st, 2005 through March 31st, 2011.
April 13th, 2011: PDAM Partners with Charles Schwab & Co., Inc.'s Advisor Services as Custodian for PDAM Clients. PDAM Clients Now Have Access to Schwab's Institutional Platform.
March 28th, 2011: PDAM enters into Master Services Agreement with Ashland Partners & Company LLP for Firm-Wide Verification and Performance Examination Services through 2013.
December 17th, 2010: PDAM Acquired By SQK Holdings LLC from Golden Bridge Financial Holdings, Inc. of South Korea.
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CLIENT LETTERS: The following are examples of our Client and Investment Committee Letters which we issue periodically:
April 18th, 2011: 1Q2011 Client Letter
January 18th, 2011: 4Q2010 Client Letter
January 18th, 2011: 4Q2010 Investment Committee Letter
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