Investing in Growth & Change

Investing in Growth & Change


Latest Episodes

The Right Mix of Mid Caps
July 13, 2023

"Profitability and consistency of revenue has bee

The New Faces of Global Growth
June 14, 2023

"There are a lot of non-U.S. companies that are j

Tipping Point: The Evolution of Cashless Payments
June 07, 2023

"Post-Covid, the digitization of cash and contact

The AI Inflection Point
April 27, 2023

"We think Generative AI is potentially one of the

Banking Turmoil and Opportunities
April 12, 2023

"We believe there may be more banks that fail in

Post-Pandemic: Keep on Truckin'
March 22, 2023

"Coming through the pandemic, we've suddenly seen

Growth on the Rebound
March 08, 2023

We think the case for growth is as strong as eve

What Happened to Growth?
February 22, 2023

"The negative returns associated with growth stoc

Aerospace Flies Above the Market
February 01, 2023

"COVID was an unprecedented downturn. Never befor

The Resiliency of Innovative Companies
January 13, 2023

"Coming out of the downturn, we think you're goin