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Please give us an overview of Scout Investments and its history. Mr. Smashey: Sure. Scout Investments has been around for a long time. The firm has been managing mutual fund money since 1982. The ...
I understand you joined SouthernSun almost 20 years ago and worked in private equity before then. Could you tell us about how you got started in the industry and your role at SouthernSun Asset ...
Please give us an overview of RMB, which I understand is now Curi Capital? Mr. Faber:  Yes. Curi Capital is an investment advisory firm focused on preserving and growing wealth for individuals and ...
Please give us an overview of Janus Henderson and your role. Mr. Schaechterle: Janus Henderson is a diversified asset manager with, as of June 30 this year, approximately $457 billion in assets under ...
To start things off, I understand that your education wasn’t in finance. So how did you get started in the industry? Ms. Love: My background might not historically read “finance nerd,” but I am indeed ...
Word count: 3,081 TWST: For the benefit of our readers, let’s start with a high-level overview of the firm’s investment approach and philosophy. Mr. Chintalapalli: Parnassus was founded in ...
Michael J. Alkire is the President and CEO of Premier Inc. Earlier, he was president of Premier Purchasing Partners, which offers group purchasing, supply chain and resource utilization services ...
Joseph Sroka, CFA, is Chief Investment Officer at NovaPoint Capital LLC. He is also lead portfolio manager for the firm’s investment strategies. He has over 20 years of experience in the ...
Brent Beardall is the President, Chief Executive Officer and Vice Chairman of WaFd Inc. Mr. Beardall joined WaFd in 2001 as Vice President & Controller. In 2003, he was promoted to Chief Financial ...
Word count: 2,450 TWST: Let’s start with an introduction to the Empiric LT Equity team and your overall approach to growth investing. Mr. Seltz: The Empiric LT investment team is a nine-member ...
Word count: 3,030 TWST: Could you please start with an introduction to your funds and coverage? Mr. Kundu: I am the portfolio manager at AGF for a growth sleeve of products. The products that I ...
Equity analyst professionals have the attention of investors after the worst year for equity returns in the US since 2008.