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 ...

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 ...

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 ...

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 ...

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, ...

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 ...

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

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Word count: 3,475 TWST: Please introduce Janney, your focus and coverage. Mr. Farnam: Janney Montgomery Scott is a financial services firm; mostly retail, but there’s an institutional side that ...

Kent Landvatter is Chief Executive Officer of Finwise Bancorp. Mr. Landvatter joined FinWise and its wholly owned Utah state-chartered banking subsidiary FinWise Bank in September 2010 as the ...