The Wall Street Transcript is a completely unique resource for investors and business researchers.

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

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.

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

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 is a completely unique resource for investors and business researchers.

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

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 ...

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 ...

Billy Hult is Chief Executive Officer of Tradeweb Markets Inc. and a member of the board. Mr. Hult became CEO in 2023 after serving 15 years as President — a tenure that included playing a key role in ...

Michael Baker is a Managing Director and Senior Research Analyst at D.A. Davidson. He joined the firm in August 2020 with more than 20 years of experience on the sell side to cover ...

Tom Forte, CFA, is a Managing Director and Senior Research Analyst for Maxim Group LLC. Mr. Forte brings decades of consumer internet industry experience. He has published 27 white papers on the ...