Sobre este podcast
Mike Parker, CIO/Portfolio Manager, and Kurt Grove, Portfolio Manager hosted podcast to discuss SWS Growth Equity, an instituional-focused US long-only strategy.
Episodios
Los 20 episodios más recientes de 23
- SWS Growth Equity 3Q 2026 · 36 minMike Parker, CIO/Portfolio Manager and Kurt Grove, Portfolio Manager discuss the US equity portfolio, SWS Growth Equity.
- SWS Growth Equity 2Q 2026 · 47 minMike Parker, CIO/Portfolio Manager and Kurt Grove, Portfolio Manager discuss the US equity portfolio, SWS Growth Equity.
- SWS Growth Equity 1Q 2026 · 31 min · Temporada 2026 Episodio 1Mike Parker, CIO/Portfolio Manager and Kurt Grove, Portfolio Manager discuss the US equity portfolio, SWS Growth Equity
- SWS Growth Equity 4Q 2025 · 40 min · Temporada 2025 Episodio 4Mike Parker, CIO/Portfolio Manager and Kurt Grove, Portfolio Manager discuss the US equity portfolio, SWS Growth Equity Tickers discussed: $MU, $GH, $CIEN, $MNDY, $MP, $PCT, $LLY
- SWS Growth Equity 3Q 2025 · 38 min · Temporada 2025 Episodio 3Mike Parker, CIO/Portfolio Manager and Kurt Grove, Portfolio Manager, discuss the US equity portfolio, SWS Growth Equity for 3Q 2025. Tickers discussed: $MP, $CIEN, $ANET…
- SWS Growth Equity 2Q 2025 · 31 min · Temporada 2025 Episodio 2Mike Parker, CIO/Portfolio Manager and Kurt Grove, Portfolio Manager, discuss the US equity portfolio, SWS Growth Equity for 2Q 2025. Tickers discussed: $PCT, $NET, $SNOW, $RH…
- SWS Growth Equity 1Q 2025 · 43 min · Temporada 2025 Episodio 1Mike Parker, CIO/Portfolio Manager and Kurt Grove, Portfolio Manager, discuss the US equity Portfolio, SWS Growth Equity for 1Q 2025. Tickers discussed: $MP, $GH, $OKTA, $MRVL…
- SWS Growth Equity 4Q 2024 · 40 min · Temporada 2024 Episodio 4Mike Parker, CIO/Portfolio Manager and Kurt Grove, Portfolio Manager, discuss the US equity Portfolio, SWS Growth Equity for 4Q 2024. Tickers discussed: $MRVL, $CIEN, $UBER…
- SWS Growth Equity 3Q 2024 · 41 minMike Parker, CIO/Portfolio Manager and Kurt Grove, Portfolio Manager, discuss the US equity portfolio, SWS Growth Equity for 3Q 2024. Tickers discussed: $PCT, $MP, $RH, $INTC…
- SWS Growth Equity 2Q 2024 · 28 minMike Parker, CIO/Portfolio Manger, and Kurt Grove, Portfolio Manger, discuss the long-only US equity portfolio, SWS Growth Equity for 2Q 2024. Tickers discussed: $NVDA, $GH…
- SWS Growth Equity 1Q 2024 · 30 min · Temporada 2024 Episodio 1Mike Parker, CIO/Portfolio Manager, and Kurt Grove, Portfolio Manager, discuss the long-only US equity portfolio, SWS Growth Equity, for 1Q 2024.
- SWS Growth Equity 4Q 2023 · 30 min · Temporada 2023 Episodio 4Mike Parker, CIO/Portfolio Manager, and Kurt Grove, Portfolio Manager, discuss the long-only US equity portfolio, SWS Growth Equity for 4Q 2023.
- SWS Growth Equity 3Q 2023 · 49 min · Temporada 2023 Episodio 3Mike Parker, CIO/Portfolio Manger, and Kurt Grove, Portfolio Manager, discuss the long-only US equity portfolio, SWS Growth Equity for 3Q 2023. Tickers discussed: PCT, AMBA…
- SWS Growth Equity 2Q 2023 · 36 minMike Parker, CIO/Portfolio Manager, and Kurt Grove, Portfolio Manager, discuss the long-only US equity portfolio, SWS Growth Equity, for 2Q 2023. Tickers discussed: $GH $PCT…
- SWS Growth Equity 1Q 2023 · 38 minMike Parker, CIO/Portfolio Manager, and Kurt Grove, Portfolio Manager, discuss the long-only US equity portfolio, SWS Growth Equity, for 1Q 2023. Tickers discussed: $META $ANET…
- SWS Growth Equity 4Q 2022 · 38 minMike Parker, CIO/Portfolio Manager, and Kurt Grove, Portfolio Manager, discuss the long-only US equity portfolio, SWS Growth Equity, for 4Q 2022. Tickers discussed: $AMBA…
- SWS Growth Equity 3Q 2022 · 38 minMike Parker, CIO/Portfolio Manager, and Kurt Grove, Portfolio Manager, discuss the long-only US equity portfolio, SWS Growth Equity, for 3Q 2022. Tickers discussed: $UBER…
- SWS Growth Equity 2Q 2022 · 40 minMike Parker, CIO/Portfolio Manager, and Kurt Grove, Portfolio Manager, discuss the long-only US equity portfolio, SWS Growth Equity, for 2Q 2022. Tickers discussed: $VRTX $STZ…
- SWS Growth Equity 1Q 2022 · 35 minMike Parker, CIO/Portfolio Manager, and Kurt Grove, Portfolio Manager, discuss the long-only US equity portfolio, SWS Growth Equity, for 4Q 2021. Tickers discussed: $FB $VRTX…
- SWS Growth Equity 4Q 2021 · 40 minMike Parker, CIO/Portfolio Manager, and Kurt Grove, Portfolio Manager, discuss the long-only US equity portfolio, SWS Growth Equity, for 4Q 2021. Tickers discussed: $ANET $NEWR…
