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.
Curi Capital's Chris Faber and Jeff Jones break down their "lifecycle framework," market narrowness, and separating speculative AI froth from durable businesses.
Brian Kute, CFA, of Johnson Investment Counsel shares how a disciplined Quality, Valuation, and Momentum (QVM) approach drives SMID cap success.
TimesSquare’s Sonu Chawla shares mid-cap growth insights, exploring AI winners like Snowflake (NYSE: SNOW), aerospace leader Curtiss-Wright, and specialized finance.
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 ...
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 ...
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 ...
David Barrett founded Expensify Inc. and has served as its Chief Executive Officer and as a member of its board of directors since 2009. Prior to Expensify, Mr. Barrett led engineering for Red Swoosh, ...
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 ...
Dominick Gabriele, CFA, is a Managing Director and Sr. Equity Research Analyst at Loop Capital Markets, where he covers fintech. Prior to joining Loop Capital, Mr. Gabriele was a Managing Director and ...
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