Small-Cap PM and Analyst. I love to be first at bat, hitting the micro/small cap stock home-runs. I'm a portfolio builder and stock picker w/o the fluff, one who likes to avoid the crowds and the stock of the day. I'm not a stock collector (market dynamics have changed, love affairs with stocks are so yesterday)--today, a buy and hold strategy must come with an expiration date. I'm forever a thematic player; I carve out positions with an eye on tomorrow's horizon--what technology or medical break-through is going to define a sector over time. The merits of my investment selection is proven worthy only if other investors (horses) eventually follow my lead and find my watering hole.