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Description
Mike Parker, CIO/Portfolio Manager, and Kurt Grove, Portfolio Manager hosted podcast to discuss SWS Growth Equity, an instituional-focused US long-only strategy.
19 Episodes
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Mike 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, $GDDY, $CFLT, $DXCM, $MNDY, $TER, $INTU
Mike 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, $VRTX, $CPRI, $GDDY
Mike 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, $RH, $XYZ, $ARGX, $DXCM, $CELH
Mike 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, $CPRI, $MU, $AMAT, $CFLT
Mike Parker, CIO/Portfolio Manager, and Kurt Grove, Portfolio Manager, discuss the long-only US equity portfolio, SWS Growth Equity, for 1Q 2024.
Mike Parker, CIO/Portfolio Manager, and Kurt Grove, Portfolio Manager, discuss the long-only US equity portfolio, SWS Growth Equity for 4Q 2023.
Mike 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, NTRA, GH, TEAM, LII, SQ, MASI, OKTA
Mike 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, $PINS, $OKTA, $MU, $PM, $CFLT
Mike 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, $SQ, $ANET, $PINS, $INTC, $RH
Mike 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, $MRVL, $ETSY, $CIEN, $MP, $INTC
Mike 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, $NTRA, $GH, $UNH, $RH, $CIEN
Mike 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, $ISRG, $TPR, $GH, $TEAM, $TWLO
Mike 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, $NFLX, $ETSY, $PINS, $NOW, $MTCH, $TWLO
Mike 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 $UNH $NET $SQ $SHOP $MP $SFIX
Mike 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 $UNH $VC $NTRA $SHOP $AMBA $RH $GH
Mike 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 $MRVL $SFIX $PCT $SQ $AMH $Z
Mike Parker, CIO/Portfolio Manager, and Kurt Grove, Portfolio Manager, discuss the long-only US equity portfolio, Growth Equity, for 3Q 2021.
Tickers discussed: $Z $PCT $SFIX $TEAM $AMBA $SNOW $LII
Mike Parker, CIO/Portfolio Manager, and Kurt Grove, Portfolio Manager, discuss the long-only US equity portfolio, Growth Equity, for 2Q 2021.
Tickers discussed: $Z $UNH $PCT $SHOP $ISRG $UBER $VRTX $ETSY $NET
Mike Parker, CIO/Portfolio Manager, and Kurt Grove, Portfolio Manager, discuss the long-only US equity portfolio, Growth Equity for 1Q 2021.
Tickers discussed: $W $TPR $AMAT $SFIX $ROP $MRK
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