The Wall Street Transcript

Mitigating SMID-Cap Risk With a Quality-First Approach

Brian Kute, CFA, of Johnson Investment Counsel shares how a disciplined Quality, Valuation, and Momentum (QVM) approach drives SMID cap success.
The Wall Street Transcript

Waste Connections, Rocket Mortgage Offer a Different Way to Play AI

T. Rowe Price's Ashley Reed Woodruff and Donald Easley unpack mid-cap growth trends, AI capex risks, and top stock picks like Agilent, Veeva, and UL Solutions.
The Wall Street Transcript

Monolithic and BWX Offer Durable Growth in a Speculative Market

Curi Capital's Chris Faber and Jeff Jones break down their "lifecycle framework," market narrowness, and separating speculative AI froth from durable businesses.
The Wall Street Transcript

West Pharmaceutical Combines Market Dominance With Multiple Profit Drivers

Artisan Partners' Jason White shares his midcap growth strategy, managing AI exposure, valuation discipline, and top stock picks like APi Group and West.
The Wall Street Transcript

Snowflake Sits at the Center of Enterprise AI

TimesSquare’s Sonu Chawla shares mid-cap growth insights, exploring AI winners like Snowflake (NYSE: SNOW), aerospace leader Curtiss-Wright, and specialized finance.
The Wall Street Transcript

Waystar and Jack Henry Stand Out as AI-Era Software Winners

Aaron Schaechterle is a Portfolio Manager on the U.S. Small/Mid-Cap Growth Team at Janus Henderson Investors. Additionally, he serves as a Research Analyst, focused on the Industrials & Materials and ...
The Wall Street Transcript

Mid-Caps Balance Proven Models With Long Growth Runways

Ian Sexsmith, CFA, is a Portfolio Manager and Senior Analyst at Parnassus Investments. He is responsible for portfolio management of the firm’s Mid Cap and Mid Cap Growth strategies and firmwide ...