“Congrats on that great podcast with Paul Mulvaney…”

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Hi Michael,

Congrats on that great podcast with Paul Mulvaney. His point about asset raising reminded me of a similar email response I received in 2005 from Liz Cheval. I was really hoping you would ask about his very concentrated portfolio that he still maintains today. You have Transtrend with 400 assets on one end and Mulvaney with 40 on the other. Lots of debate amongst the TF’s on that issue. Thanks once again for getting Paul on.

Best regards,
Patrick

Thanks.

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