SWS Partners

By SWS Partners

Mike Parker, CIO/Portfolio Manager, and Kurt Grove, Portfolio Manager hosted podcast to discuss SWS Growth Equity, an instituional-focused US long-only strategy.... more

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FAQs about SWS Partners:

How many episodes does SWS Partners have?

The podcast currently has 20 episodes available.

SWS Partners episodes:

February 02, 2026 SWS Growth Equity 4Q 2025
Mike Parker, CIO/Portfolio Manager and Kurt Grove, Portfolio Manager discuss the US equity portfolio, SWS Growth Equity

Tickers discussed: $MU, $GH, $CIEN, $MNDY, $MP, $PCT, $LLY
...more
40min
October 17, 2025 SWS Growth Equity 3Q 2025
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
...more
39min
July 28, 2025 SWS Growth Equity 2Q 2025
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
...more
31min
April 24, 2025 SWS Growth Equity 1Q 2025
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
...more
43min
January 24, 2025 SWS Growth Equity 4Q 2024
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
...more
40min
October 24, 2024 SWS Growth Equity 3Q 2024
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
...more
41min
July 29, 2024 SWS Growth Equity 2Q 2024
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
...more
29min
April 29, 2024 SWS Growth Equity 1Q 2024
Mike Parker, CIO/Portfolio Manager, and Kurt Grove, Portfolio Manager, discuss the long-only US equity portfolio, SWS Growth Equity, for 1Q 2024.
...more
31min
January 17, 2024 SWS Growth Equity 4Q 2023
Mike Parker, CIO/Portfolio Manager, and Kurt Grove, Portfolio Manager, discuss the long-only US equity portfolio, SWS Growth Equity for 4Q 2023.
...more
30min
October 24, 2023 SWS Growth Equity 3Q 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
...more
49min

FAQs about SWS Partners:

How many episodes does SWS Partners have?

The podcast currently has 20 episodes available.