Michael, I’m a small RIA based out of [Location] and [Location]. I have a partner in [Location] as well. I love your work, listen to all of your podcasts, and just thought I’d forward you a sample of what I distribute to clients and prospects each week. Your recent interview with Kathryn Kaminski is highlighted in my opening comment this week.
My goal at some point is to be one of your guests! I incorporate mostly trend following strategies in our small but growing firm along with some hedged equity and a small bit of mean reversion. I have a buy and hold portfolio in our “menu list” really just to say we have it so that people know an RIA can provide just about anything a client wants. The most influential folks to me have been Meb Faber, Jerry Parker, Eric Crittenden, Tom Basso, yourself, and obviously several others but just a quick short list.
No agenda in this email, just thought I’d let you know I’m out here fighting the good fight in the sea full of long only advisors and value firms.