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Growth
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Feb 12, 2026 |
Optimist Fund Jordan McNamee
|
View | Value, Growth, E-commerce | AFRM, CVNA, DASH, DICEY.L, FVRR, HFG, LTHM, META, MNDY, NFLX, PTON, ROOT, TDUP, UBER, W | Compounding, E-Commerce, growth, long-term, technology, value |
| 2025 Q3 | Nov 5, 2025 |
Optimum Large Cap Growth Fund Keith Lee
|
View | Growth, Technology | - | AI, growth, momentum, semiconductors, technology |
| 2025 Q3 | Oct 8, 2025 |
Maple Tree Capital – Heartwood HenryInvests
|
View | AI, Energy, Growth | ASO, CRWV, SN | AI, energy, growth, Operating Leverage, uranium |
| 2025 Q3 | Oct 10, 2025 |
Sandhill Investment Management Rick Ryskalczyk
|
View | Growth | AJG, CR, TTAN, TYL | Artificial Intelligence, Corporate Bonds, Market Concentration, quality growth, Valuation discipline |
| 2025 Q3 | Sep 30, 2025 |
Baron Fifth Avenue Growth Fund Alex Umansky
|
View | Growth | AMZN, CRWD, GOOG, ISRG, KKR, MELI, META, MSFT, NVDA, SHOP, TSLA, TSM, TTD | earnings, growth, innovation, Market share, scalability |
| 2025 Q3 | Oct 16, 2025 |
Janus Henderson Forty Fund Nick Schommer
|
View | AI, Innovation, Growth | MELI, MRVL, ORCL, TSM | Artificial Intelligence, Cloud infrastructure, Growth Stocks, innovation, semiconductors |
| 2025 Q3 | Oct 7, 2025 |
Mar Vista US Quality Select Silas Myers
|
View | AI, Valuation, Diversification, Growth | AAPL, ADBE, GOOG, INTU, MCO, NVDA, SAP | Artificial Intelligence, diversification, Growth Stocks, technology, valuation |
| 2025 Q3 | Sep 30, 2025 |
Thornburg Global Opportunities Fund Brian McMahon
|
View | Growth | - | earnings, globalization, growth, moats, Reinvestment |
| 2025 Q3 | Oct 9, 2025 | View | AI, Healthcare, Defense, Growth, Small Caps | CLBT, CRDO, KTOS, RNA | Artificial Intelligence, defense, growth, healthcare, small caps | |
| 2025 Q3 | Oct 30, 2025 |
IFSL Church House Human Capital Fund Fred Mahon
|
View | Growth | 9535 JP, CICN SW, JUSC LN, LMN CN, PRM, ROKOB SS, TOI CN | Acquisitions, Compounding, Decentralization, Founders, growth |
| 2025 Q3 | Oct 17, 2025 |
Harbor Capital Appreciation Fund Kathleen A. McCarragher
|
View | AI, Growth, Technology | AAPL, AMD, APPL, AVGO, DIS, MSFT, NFLX, ORCL, SHOP, TOST, TSM, TTD, VRTX | Artificial Intelligence, Cloud Computing, Growth Stocks, semiconductors, Technology leadership |
| 2025 Q3 | Oct 7, 2025 |
Devon Alpha Fund Greg Smith
|
View | AI, Energy, Growth, Infrastructure, Electrification | IFT NZ | Artificial Intelligence, Electrification, Energy Transition, infrastructure, Utilities |
| 2025 Q3 | Sep 30, 2025 |
Edgewood Management Alan Breed
|
View | Growth | ASML, BSX, FICO, ISRG, LLY, SNPS | Artificial Intelligence, earnings growth, Large Cap Growth, risk management, Semiconductor Equipment |
| 2025 Q3 | Sep 30, 2025 |
SGA – U.S. Large Cap Growth Tucker Brown
|
View | Growth | AAPL, CMG, GART, GOOG, GWW, INTU, NKE, NVDA, NVO, WCN, WDAY | earnings, growth, innovation, moats, technology |
| 2025 Q3 | Oct 9, 2025 | View | AI, Healthcare, Energy, Growth, Banks | ARGX, CLS CN, DOL CN, HSBC, KBC BB, NZYMB SW, SAN | Artificial Intelligence, banks, emerging markets, Europe, healthcare | |
| 2025 Q3 | Nov 5, 2025 |
Capital Advisors Zachary Abrams
|
View | Growth, Volatility | - | earnings, liquidity, Market cycles, Patience, volatility |
| 2025 Q3 | Oct 22, 2025 |
Optimist Fund Jordan McNamee
|
View | AI, Growth, Small Caps | CVNA, FVRR, HFG GR, MEDP, MNDY, RVLV, TDUP, W | AI, Consumer cyclicals, E-Commerce, growth, small caps |
| 2025 Q3 | Oct 8, 2025 |
Maple Tree Capital – Jonagold HenryInvests
|
View | AI, Growth, FinTech, Volatility, Retail | HIMS, UPST | AI, Fintech, growth, Retail Investing, volatility |
| 2025 Q3 | Nov 30, 2025 |
Ophir Asset Management Andrew Mitchell
|
View | Growth | - | earnings, Factors, growth, interest rates, small cap |
| 2025 Q3 | Oct 9, 2025 |
Brown Capital Management International All Company Fund Kayode O. Aje
|
View | AI, Innovation, Growth, Patience, Software | 3064 JP, CYBR, DSY FP, MNDY, SHOP | Artificial Intelligence, Growth Stocks, innovation, long-term, software |
| 2025 Q3 | Oct 2, 2025 |
Vltava Fund Daniel Gladi
|
View | Healthcare, Value, Growth | FI, MRX, NVO | commodities, growth, healthcare, payments, value |
| 2025 Q3 | Oct 31, 2025 |
Capital Group Martin Romo
|
View | Growth, EM, RateCuts | - | Artificial Intelligence, earnings resilience, emerging markets, Global Growth, Rate Cuts |
| 2025 Q3 | Nov 5, 2025 |
PGIM Jennison Global Opportunities Fund Mark Baribeau
|
View | AI, Innovation, Growth | 1810 HK, APP, GOOG, HOOD, LLY, MELI, NOW, NVDA, ORCL, SHOP, TSM | Artificial Intelligence, Cloud Computing, Digital Platforms, semiconductors, technology |
| 2025 Q3 | Oct 8, 2025 |
Orbis Global Equity Ben Preston
|
View | Innovation, Biotech, Healthcare, Value, Growth | ALNY, CRSP, GMAB, INSM | Biotechnology, Gene Therapy, healthcare, innovation, Value Investing |
| 2025 Q3 | Oct 31, 2025 |
Voya MI Dynamic Small Cap Fund Sanne de Boer
|
View | Growth | AVPT, BE, CLF, GRND, PRIM, UEC | earnings, growth, Monetarypolicy, SmallCap, volatility |
| 2025 Q3 | Oct 13, 2025 |
Conestoga Mid Cap Composite Derek Johnston
|
View | Growth, Mid Caps | AAON, FDS, FTNT, GNRC, IDXX, IT, JKHY, TYL, VRSK, WST, XYL | earnings, Growth Equities, Mid Caps, Quality, valuation |
| 2025 Q3 | Oct 6, 2025 |
Broadleaf Partners Doug MacKay
|
View | Inflation, Growth, Fed Policy | CI, COST | Employment, Fed policy, growth, inflation, tariffs |
| 2025 Q2 | Aug 21, 2025 |
AMG Frontier Small Cap Growth Fund James A.Colgan
|
View | Growth | LTH, ODD, SIMO, STRL | AI Adoption, earnings recovery, infrastructure, innovation, Small Cap Growth |
| 2025 Q2 | Jul 22, 2025 |
Conestoga SMid Cap Composite Derek Johnston
|
View | Growth | AXON, CWAN, EXPO, FICO, GWRE, HEI, MMSI, NEOG, POOL, RBC, ROAD, WSO | cash flow, fundamentals, growth, SMID Caps, valuation |
| 2025 Q2 | Jul 11, 2025 |
Baillie Gifford – US Equity Growth Kirsty Gibson
|
View | Growth | - | AI, Compounding, Platforms, Scale, US growth |
| 2025 Q2 | Jul 19, 2025 | View | Growth | AVGO, BDX, CB, EXPE, ORCL, ZTS | AI, earnings, fundamentals, growth, security selection | |
| 2025 Q2 | Jul 27, 2025 |
Loomis Sayles Global Growth Fund Aziz V. Hamzaogullari
|
View | Growth | MELI, NFLX, ORCL, TCOM, VRTX, YUMC | Competitive Advantage, Global Growth, innovation, Reinvestment, secular trends |
| 2025 Q2 | Jul 15, 2025 |
Madison Mid Cap Fund Rich Eisinger
|
View | Growth | - | cyclicality, growth, Mid Caps, stock selection, technology |
| 2025 Q2 | Aug 11, 2025 |
VGI Partners Robert M. P. Luciano
|
View | Growth | - | AI, Energy Transition, growth, semiconductors, Shorts |
| 2025 Q2 | Jul 8, 2025 |
SVN Capital Fund Shreekkanth Viswanathan
|
View | Growth | BAF IN, CPRT, DNOPY, KKR, TRIV IN | Compounding, earnings visibility, growth, innovation, long-term |
| 2025 Q2 | Jul 22, 2025 |
Macquarie Large Cap Growth Fund Bradley Klapmeyer
|
View | Growth | AVGO, LLY, MC FP, UNH, WCN | earnings durability, growth, innovation, Pricing Power, scalability |
| 2025 Q2 | Aug 7, 2025 |
NCG SMID Cap Growth Strategy Tom Press
|
View | Growth, Small Caps | - | consumer, growth, small caps, technology, valuation |
| 2025 Q2 | Jul 22, 2025 |
Alger Weatherbie Specialized Growth Fund H. George Dai
|
View | Growth | ACAD, NEO, NEOG, RXO, STRL, UPST | Compounding, earnings, growth, innovation, Resilience |
| 2025 Q2 | Aug 2, 2025 |
Meridian Growth Fund Chad Meade
|
View | Growth | COO, CW, DKNG, FSS, HALO, ZD | Competitive Advantage, Compounding, growth, Recurring Revenue, volatility |
| 2025 Q2 | Jul 14, 2025 |
Wedgewood Partners David A. Rolfe
|
View | Growth | - | AI, earnings, growth, large cap, Pricing Power |
| 2025 Q2 | Jul 21, 2025 |
Wasatch Small Cap Growth Strategy JB Taylor
|
View | Growth | AGYS, BRBR, CWAN, FN, GSHD, NVMI | earnings momentum, free cash flow, growth, Quality, small cap |
| 2025 Q2 | Jul 11, 2025 |
Driehaus Small Cap Growth Fund Jeffrey James
|
View | Growth | - | earnings acceleration, growth, momentum, revisions, small caps |
| 2025 Q2 | Aug 7, 2025 |
The Baird Chautauqua Global Growth Fund Jesse Flores
|
View | Growth | 2423 HK, 688235 CH, FFH CN, MU, NVDA, REGN, RYA ID, SAF FP, WCN | Competitive Advantage, Compounding, earnings, growth, secular trends |
| 2025 Q2 | Jul 22, 2025 |
Conestoga Micro Cap Composite David Neiderer
|
View | Growth | ERII, HLMN, KIDS, MEG, OLO, PL, ROAD, SLP, SSTI, TWST, WLDN | earnings, growth, Micro Caps, profitability, volatility |
| 2025 Q2 | Jul 11, 2025 |
Baillie Gifford -International Growth Tom Coutts
|
View | Growth | - | disruption, innovation, International Growth, long-term, Reinvestment |
| 2025 Q2 | Jul 18, 2025 |
Invesco Discovery Fund Ronald Zibelli
|
View | Growth | AAON, CLS CN, CRS, CWAN, DUOL, ESE, EXLS, FLS, FN, INSP, SG | AI investment, earnings, growth, industrial renewal, stock selection |
| 2025 Q2 | Jul 29, 2025 |
RiverPark Large Growth Conrad van Tienhoven
|
View | Growth | AAPL, LLY, META, MSFT, NFLX, NVDA, PEP, SBUX, UBER, UNH | Compounding, free cash flow, growth, secular trends, valuation |
| 2025 Q2 | Jul 15, 2025 |
BNY Mellon Appreciation Fund Alan R.Christensen
|
View | Growth | - | AI investment, earnings, global leaders, growth, volatility |
| 2025 Q2 | Jul 22, 2025 |
Optimum Large Cap Growth Fund Keith Lee
|
View | Growth | - | Artificial Intelligence, earnings growth, fundamentals, Large Cap Growth, productivity |
| 2025 Q2 | Aug 27, 2025 |
Brown Advisory Large-Cap Growth Strategy Ken Stuzi
|
View | Growth | DKNG, FICO, MSFT, NFLX, NOW, NVDA, PGR, SPGI, UBER, WST, ZTS | fundamentals, Large Cap Growth, market leaders, Pricing Power, volatility |
| 2025 Q2 | Jul 9, 2025 |
DKAM Donville Kent Asset Management J.P. Donville
|
View | Growth | E CN, GRID CN, GSY CN, MDA CN, VHI CN, ZDC CN | Balance Sheets, earnings growth, inflation, outlook, stock selection |
| 2025 Q2 | Jul 24, 2025 |
Polen Capital – Emerging Markets Growth Damian Bird
|
View | Growth | 8069 TT, BABA, DLO, PDD, TME, WIZZ LN | Compounding, earnings growth, emerging markets, Quality, secular growth |
| 2025 Q2 | Jul 22, 2025 |
American Century International Growth Fund Rajesh Gandhi
|
View | Growth | 6861 JP, 7011 JP, 7453 JP, AZN, ENR, LSEG, NGG, PGHN SW, SPOT, UBS | Competitive Advantage, earnings durability, innovation, International Growth, secular trends |
| 2025 Q2 | Aug 4, 2025 |
ClearBridge Mid Cap Growth Strategy Brian Angerame
|
View | Growth | AXON, CVNA, NET, PLTR | Capital Allocation, fundamentals, quality growth, secular trends, volatility |
| 2025 Q2 | Jul 17, 2025 |
Hardman Johnston Global Equity Cassandra A. Hardman
|
View | Growth | 6501 JP, BN, CBK GR, ELAN, HWM, LLY, MELI, MRVL, PRX NA, RHM GR, TEAM, TMUS, TSM, UNH, VRTX | AI Demand, Global Growth, industrials, Margins, stock selection |
| 2025 Q2 | Jul 24, 2025 | View | Growth | HIMS, MGNI, MUR, NSP, NVT, RKLB | AI, fundamentals, growth, small caps, stock selection | |
| 2025 Q2 | Jul 11, 2025 |
Driehaus Small/Mid Cap Growth Fund Jeffrey James
|
View | AI, Growth | - | AI, growth, infrastructure, small caps |
| 2025 Q2 | Aug 22, 2025 |
Shelton Emerging Markets Fund Derek Izuel
|
View | Growth | 1093 HK, IGTI11 BZ, JD, WIT | demographics, diversification, emerging markets, growth, stock selection |
| 2025 Q2 | Jul 22, 2025 |
Harbor Capital Appreciation Fund Kathleen A. McCarragher
|
View | Growth | AAPL, AVGO, BSX, CEG, HUBS, MA, NFLX, NVDA, SHOP | AI Adoption, Balance Sheets, earnings momentum, innovation, Large Cap Growth |
| 2025 Q2 | Jun 30, 2025 |
Bell Global Equities Fund Ned Bell
|
View | Growth | AIR FP, BJ, NFLX | AI, Cloud, Global Growth, semiconductors, technology |
| 2025 Q2 | Jul 18, 2025 |
Mairs & Power – Growth Fund Andrew R. Adams
|
View | Growth | IDA, JPM, MEDP, META, MSFT, UNH | Competitive Advantage, earnings, innovation, Reinvestment, secular growth |
| 2025 Q2 | Jul 29, 2025 |
ClearBridge Investments All Cap Growth Evan Bauman
|
View | Growth | ICLR, LLY, PLTR, SNPS, TGT | AI, growth, secular trends, technology, volatility |
| 2025 Q2 | Jul 15, 2025 | View | Growth | - | AI, Capital markets, Competitive Advantage, earnings momentum, growth | |
| 2025 Q2 | Jul 21, 2025 |
Renaissance Investment Management – Large Cap Growth Michael E. Schroer
|
View | Growth, Quality | AAPL, APH, AVGO, DT, FI, FIX, JBL, TMO | CashFlow, growth, innovation, largecap, moat |
| 2025 Q2 | Aug 27, 2025 |
Brown Advisors Mid-Cap Growth strategy George Sakellaris
|
View | Growth | ENTG, GWRE, MRVL, NET, PINS, RBLX, TECH, VOYG, VST | AI Infrastructure, fundamentals, Mid Cap Growth, secular growth, valuation |
| 2025 Q2 | Jun 30, 2025 | View | Growth | ABNB, BWXT, NVDA, NVO, SNOW, UBER | innovation, scalability, secular growth, Valuation discipline, volatility | |
| 2025 Q2 | Jul 24, 2025 |
Kennedy Capital Small Cap Growth Fund Jean Barnard
|
View | Growth | - | AI, earnings, Onshoring, secular trends, Small Cap Growth |
| 2025 Q2 | Jul 22, 2025 |
Conestoga Mid Cap Composite Derek Johnston
|
View | Growth | AAON, BSY, CPRT, FICO, GWRE, HEI, IDXX, MTD, NET, POOL, ROP, VEEV, WCN, WSO | Competitive Advantage, earnings, growth, Mid Caps, volatility |
| 2025 Q2 | Aug 4, 2025 |
Franklin Growth Opportunities Fund Grant Bower
|
View | Growth | - | AI, earnings, infrastructure, innovation, secular growth |
| 2025 Q2 | Jul 17, 2025 |
Hardman Johnston International Equity Cassandra A. Hardman
|
View | Growth | 7011 JP, 7269 JP, 8750 JP, AZN LN, CBK GR, DTE GR, IFX GR, MC FP, RHM GR, TSM | earnings resilience, Global Growth, Industrial Recovery, Pricing Power, stock selection |
| 2025 Q2 | Jul 27, 2025 |
Carillon Eagle Growth & Income Fund David Blount
|
View | Growth | ABLV, AVGO, BBY, CV, ETN, JPM, ORCL, TMUS, UNH | Balance Sheets, earnings growth, inflation, selectivity, valuation |
| 2025 Q2 | Jul 11, 2025 |
Rowan Street Capital Alex Kopel
|
View | Growth | META, SPOT | fundamentals, growth, secular trends, unit economics, valuation |
| 2025 Q2 | Aug 27, 2025 |
ClearBridge Investments Mid Cap Growth Strategy Brian Angerame
|
View | Growth | APP, CVNA, HLT, MELI, NET, PLTR, TW | AI Demand, Compounding, earnings growth, Mid Caps, volatility |
| 2025 Q2 | Jun 30, 2025 |
Edgewood Management Alan Breed
|
View | Growth | AVGO, BSX, FICO | Artificial Intelligence, earnings growth, Large Cap Growth, Portfolio Concentration, Stored Alpha |
| 2025 Q2 | Jul 22, 2025 | View | Growth, International, Small Caps | 3697 JP, 4527 JP, ATE FP, CYBR, GLOB, REY IM | growth, international, moats, small caps | |
| 2025 Q2 | Aug 7, 2025 |
Fidelity Growth Strategies Fund Shilpa Marda Mehra
|
View | Growth | AXON, HOOD, HWM, ZS | earnings, growth, innovation, scalability, volatility |
| 2025 Q2 | Jul 15, 2025 |
Polen Capital – Focus Growth Dan Davidowitz
|
View | Growth | AAPL, ADBE, AMZN, IDXX, NOW, ORCL, SBUX, UNH | Concentration, growth, Margins, Quality, Reinvestment |
| 2025 Q2 | Jul 29, 2025 |
ClearBridge Investments Large Cap Growth Strategy Peter Bourbeau
|
View | Growth | AIR FP, ICLR, LIN, MRVL, NOW, TSM | AI, Balance Sheets, earnings durability, secular growth, valuation |
| 2025 Q2 | Jul 15, 2025 | View | Growth | - | earnings acceleration, growth, mid cap, scalability, secular trends | |
| 2025 Q2 | Jul 21, 2025 |
Sands Capital Global Growth Fund Frank M. Sands
|
View | AI, Innovation, Growth | ABNB, AXON, BLDR, CSL, ICE, MELI, NET, NFLX, NKE, NVDA, ONON, PME AU, TEAM, ZAL GR | AI, Cloud, growth, Platforms |
| 2025 Q2 | Jun 30, 2025 |
Munro Global Growth Fund Nick Griffin
|
View | Growth | ENR GR, MSFT, NVDA | competitive moats, Decarbonization, earnings, Global Growth, innovation |
| 2025 Q2 | Aug 18, 2025 |
Baron Partners Fund Ronald Baron
|
View | Growth | ACGL, GLPI, IDXX, MTN, SCHW, SPOT, TSLA | Compounding, Concentration, growth, innovation, volatility |
| 2025 Q2 | Jul 22, 2025 |
Conestoga Small Cap Composite Joe Monahan
|
View | Growth | AAON, AGYS, BFAM, CWAN, DSGX, ESE, EXPO, FSS, JBTM, MMSI, NEOG, RBC, ROAD, SLP | Beta, earnings, growth, Quality, small caps |
| 2025 Q2 | Jul 11, 2025 |
Baillie Gifford – International Alpha Chris Davies
|
View | Growth | - | conviction, disruption, innovation, International Growth, long-term |
| 2025 Q2 | Jul 17, 2025 |
Hardman Johnston Large Cap Equity Cassandra A. Hardman
|
View | Growth | CW, HWM, UNH, VRT, VRTX | Capital discipline, innovation, Large Cap Growth, margin expansion, secular demand |
| 2025 Q2 | Jul 27, 2025 |
Lakehouse Global Growth Fund Nick Thomson
|
View | Growth | GOOG, HEM SS, MC FP, MELI, SE, SPOT | Global Growth, innovation, ROIC, scalability, secular trends |
| 2025 Q2 | Jun 30, 2025 |
Parnassus Growth Equity Fund Andrew Choi
|
View | Growth | - | Artificial Intelligence, growth, innovation, secular trends, software |
| 2025 Q2 | Jul 11, 2025 |
Hennessy Cornerstone Growth Fund Ryan Kelley
|
View | Growth | - | earnings momentum, fundamentals, growth, innovation, scalability |
| 2025 Q2 | Jul 22, 2025 |
Ithaka US Growth Strategy Scott O'Gorman
|
View | Growth | AAPL, CRM, LLY, MSFT, NOW, NVDA | Competitive Advantage, fundamentals, growth, secular trends, volatility |
| 2025 Q2 | Aug 7, 2025 |
NCG Large Cap Growth Strategy Tom Press
|
View | Growth | - | Balance Sheets, Compounding, earnings visibility, Large Cap Growth, scalability |
| 2025 Q2 | Jul 18, 2025 |
Voya MidCap Opportunities Portfolio Eric Stein
|
View | Growth | ALC SW, FIX, HOOD, KTOS, NET | AI, capital investment, growth, Mid Caps, profitability |
| 2025 Q2 | Jul 31, 2025 |
Baron Focused Growth Fund Ronald Baron
|
View | Growth | ACGL, CHH, FDS, GWRE, IBKR, IDXX, MTN, SPOT, TSLA | Balance Sheets, Concentration, disruption, earnings acceleration, focused growth |
| 2025 Q2 | Jul 15, 2025 |
TimesSquare Capital Management U.S. Small Cap Growth Strategy Grant R. Babyak
|
View | Growth | - | earnings growth, growth, innovation, market dispersion, small cap |
| 2025 Q2 | Jul 21, 2025 |
Wasatch Micro Cap Fund Ken Korngiebel
|
View | Growth | AGYS, AXGN, GDYN, LMB, ROAD, WEAV | earnings growth, growth, innovation, Market cycles, Micro-Cap |
| 2025 Q2 | Jul 11, 2025 |
Driehaus Micro Cap Growth Strategy Jeffrey James
|
View | Growth | - | earnings growth, Micro Caps, momentum, sector rotation, volatility |
| 2025 Q1 | Mar 31, 2025 |
Edgewood Management Alan Breed
|
View | Growth | SHOP, SPOT | Balance Sheet Strength, free cash flow, Large Cap Equities, Market Share Gains, secular growth |
| 2024 Q4 | Jan 10, 2025 |
Sandhill Investment Management Rick Ryskalczyk
|
View | Growth | ANET, CDNS, HUBB, ISRG, JPM, NOW, PANW, SPXC, TT | Inflation Risk, Investment Grade Bonds, Market Concentration, quality growth, Valuation discipline |
| 2024 Q3 | Oct 10, 2024 |
Skybound Wealth Management Jabir Sardharwalla
|
View | Growth | - | Bond Yields, inflation, Japan, sector rotation, technology |
| 2024 Q3 | Oct 2, 2024 |
Sandhill Investment Management Rick Ryskalczyk
|
View | Growth | - | Corporate Bonds, Fiscal Deficit, Inflation Risk, Preferred Equity, quality growth |
| 2023 Q4 | Jan 25, 2024 |
WestEnd Capital George Bolton
|
View | AI, Growth, Technology | NFLX, SLB | Artificial Intelligence, Cloud infrastructure, earnings growth, Market Concentration, Mega-Cap Technology |
| 2023 Q3 | Oct 10, 2023 |
Skybound Wealth Management Jabir Sardharwalla
|
View | Inflation, Growth, Rates | - | Growth Equities, Inflation Moderation, Japan Outperformance, Peak Interest Rates, valuation dispersion |
| 2023 Q2 | Jul 18, 2023 |
Sandhill Investment Management Rick Ryskalczyk
|
View | Growth | - | Balance Sheet Strength, Capital discipline, Earnings Compounding, Long-Term Investing, quality growth |
| 2023 Q1 | Apr 12, 2023 |
Sandhill Investment Management Rick Ryskalczyk
|
View | AI, Growth, Resilience, Concentration | - | Artificial Intelligence, Competitive moat., free cash flow, quality growth, Recurring Revenue |