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Please introduce Quantum, your role there, and the funds you manage. Mr. Rinaldi: I’m the President and Chief Investment Officer of Quantum Financial Advisors. We’ve been around since 1996, about 30 ...
Please give us an overview of Sankota Capital. Ms. Duncan: I co-founded Sankota Capital with Fran Tuite at the start of this year. Between us, we’ve got 50-plus years of investment experience in the ...
Please introduce Poplar Forest — and now you’re with Tocqueville. So how has the firm evolved since you founded it? Mr. Harvey: I started Poplar Forest back in the fall of 2007 after a 16-year tenure ...
Please tell us about Essex Investment Management. Ms. Prial: Essex Investment Management is a boutique investment management firm focused on identifying growth stocks early in their growth trajectory, ...
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 team managing large-cap ...
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’m currently a portfolio ...
Outlook For Restaurants - Steve West - Stifel, Nicolaus & Company, Inc.
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Jon Pilcher is Chief Executive Officer/Managing Director of Neuren Pharmaceuticals Ltd. Mr. Pilcher joined Neuren in August 2013 as CFO and was appointed CEO in May 2020. He has played a central ...
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 ...
Meyer Shields is Managing Director at Keefe, Bruyette & Woods (KBW). He joined KBW in 2013 and covers property and casualty insurance. Previously, he was a Director at Stifel, covering property ...