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:

July 24, 2023 SWS Growth Equity 2Q 2023
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
...more
36min
April 24, 2023 SWS Growth Equity 1Q 2023
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
...more
39min
January 24, 2023 SWS Growth Equity 4Q 2022
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
...more
38min
October 24, 2022 SWS Growth Equity 3Q 2022
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
...more
39min
July 21, 2022 SWS Growth Equity 2Q 2022
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
...more
40min
April 20, 2022 SWS Growth Equity 1Q 2022
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
...more
35min
January 20, 2022 SWS Growth Equity 4Q 2021
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
...more
41min
October 21, 2021 SWS Growth Equity 3Q 2021
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
...more
31min
July 19, 2021 SWS Growth Equity 2Q 2021
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
...more
35min
April 20, 2021 SWS Growth Equity 1Q 2021
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
...more
33min

FAQs about SWS Partners:

How many episodes does SWS Partners have?

The podcast currently has 20 episodes available.