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Please give us an overview of Scout Investments and its history. Mr. Smashey: Sure. Scout Investments has been around for a long time. The firm has been managing mutual fund money since 1982. The ...
I understand you joined SouthernSun almost 20 years ago and worked in private equity before then. Could you tell us about how you got started in the industry and your role at SouthernSun Asset ...
Please give us an overview of RMB, which I understand is now Curi Capital? Mr. Faber:  Yes. Curi Capital is an investment advisory firm focused on preserving and growing wealth for individuals and ...
Please give us an overview of Janus Henderson and your role. Mr. Schaechterle: Janus Henderson is a diversified asset manager with, as of June 30 this year, approximately $457 billion in assets under ...
To start things off, I understand that your education wasn’t in finance. So how did you get started in the industry? Ms. Love: My background might not historically read “finance nerd,” but I am indeed ...
Word count: 2,503 TWST: You spoke with The Wall Street Transcript in 2023, but for our readers who aren’t familiar, please give us an overview of your area of coverage. Mr. Nabhan: Sure. I cover ...
Word count: 3,479 TWST: It has been a few years since we last spoke. So, let’s start with a brief refresher on your coverage area for our readers. Mr. Fong: That’s actually a good question, as ...
Taylor Lauber is the Chief Executive Officer of Shift4 Payments Inc. and a member of the company’s board of directors. He has been with Shift4 since 2018 and his prior roles include President ...
Mike Massaro is CEO of Flywire Corp. His background spans global payments, mobile software and hardware, and e-billing at high-growth technology companies, including Carrier IQ and edocs, Inc. Mr ...
Gus A. Galá is a Senior Equity Research Analyst covering Fintech and Info Services at Monness, Crespi, Hardt & Co., an independent research, sales and trading firm. Prior to joining MCH in 2023 ...
Catriona Duncan, CFA, is a Co-Founder and Portfolio Manager of Sankota Capital LLC, an investment firm focused on active management of small- and mid-cap equities. Previously, she was a Research ...
Word count: 2,450 TWST: 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 ...