We’re always interested in getting to know outstanding people and products that we’re not acquainted with. As a general rule, we would like you to e-mail the performance of your “standout” strategy and the biographies of the people executing it. We generally meet with firms of interest in their offices as well as our San Diego office.
We will meet initially with marketing personnel but prefer that a portfolio manager be in attendance. Please be prepared to have a discussion rather than make a presentation.
If you have an offering that incorporates our guiding principal, which is to say it is managed by proven “money makers” please contact us. If we have further interest, we’ll arrange a meeting.
Please e-mail information about your firm to:
Rachel Anderson
rachel@stolperco.com
