Q&A Series: On Firing Clients, Sizing Positions, and Ignoring Book Value  – Ep 288

Q&A Series: On Firing Clients, Sizing Positions, and Ignoring Book Value – Ep 288

April 23, 2026

About this episode

Vitaliy Katsenelson discusses client management strategies and investment approaches at IMA.

At IMA, we deal with prospective clients who have a short-term time horizon very differently. We do what I call "reverse marketing." I write articles, people read them, and when they get interested in our services, they download our brochure and reach out to us. The post Q&A Series: On Firing Clients, Sizing Positions, and Ignoring Book Value – Ep 288 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson .

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