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The Wall Street Transcript10d

New Leadership at BrightView and Alight Creates Re-Rating Opportunity

Please give us an overview of Sankota Capital. Ms. Duncan: I co-founded Sankota Capital with Fran Tuite at the start of this year. Between us, we’ve got 50-plus years of investment experience in the ...
The Wall Street Transcript10d

Identifying Early-Stage Winners in AI, Infrastructure and Health Care

Please tell us about Essex Investment Management. Ms. Prial: Essex Investment Management is a boutique investment management firm focused on identifying growth stocks early in their growth trajectory, ...
The Wall Street Transcript10d

Rotating Tech Proceeds Into Utility Stocks and Private Credit

Please introduce Quantum, your role there, and the funds you manage. Mr. Rinaldi: I’m the President and Chief Investment Officer of Quantum Financial Advisors. We’ve been around since 1996, about 30 ...
The Wall Street Transcript10d

Growth Manager Ranks Stocks Using Five-Year Earnings Outlook

Let’s start with an introduction to the Empiric LT Equity team and your overall approach to growth investing. Mr. Seltz: The Empiric LT investment team is a nine-member team managing large-cap ...
The Wall Street Transcript10d

Leaning Into Controversy — and Opportunity — in the Health Care Sector

Please introduce Poplar Forest — and now you’re with Tocqueville. So how has the firm evolved since you founded it? Mr. Harvey: I started Poplar Forest back in the fall of 2007 after a 16-year tenure ...
The Wall Street Transcript10d

Kratos and Curtiss-Wright Top List of Aerospace & Defense Picks

Could you please start with an introduction to your funds and coverage? Mr. Kundu: I am the portfolio manager at AGF for a growth sleeve of products. The products that I’m currently a portfolio ...
The Wall Street Transcript10d

Kenneth Lockwood – Fluor Corporation (flr) - The Wall Street Transcript

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The Wall Street Transcript10d

Outlook For Restaurants – Steve West – Stifel, Nicolaus & Company, Inc.

Outlook For Restaurants - Steve West - Stifel, Nicolaus & Company, Inc.
The Wall Street Transcript10d

Daniel S. Laikin – National Lampoon, Inc. (nln)

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The Wall Street Transcript1mon

Interview with the President, CEO and Vice Chairman: WaFd Inc. (NASDAQ ...

Brent Beardall is the President, Chief Executive Officer and Vice Chairman of WaFd Inc. Mr. Beardall joined WaFd in 2001 as Vice President & Controller. In 2003, he was promoted to Chief Financial ...
The Wall Street Transcript1mon

Large-Cap Names That Check the Boxes for Relative Value and ...

Word count: 3,081 TWST: For the benefit of our readers, let’s start with a high-level overview of the firm’s investment approach and philosophy. Mr. Chintalapalli: Parnassus was founded in ...
The Wall Street Transcript1mon

Four Undervalued Insurance Companies Poised for Growth

Meyer Shields is Managing Director at Keefe, Bruyette & Woods (KBW). He joined KBW in 2013 and covers property and casualty insurance. Previously, he was a Director at Stifel, covering property ...