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 ...

Exclusive interview with Taylor Lauber, the Chief Executive Officer of Shift4 Payments (NYSE:FOUR) describing business ...

We’ve spoken before, but let’s start with a brief refresher of your coverage area. Mr. Forte: Sure. So, right now I’m looking at the intersection of technology and retail. My focus includes Amazon ...

Joseph Rinaldi is President and Chief Investment Officer at Quantum Financial Advisors, Inc. Mr. Rinaldi has worked in capital markets for nearly three decades for companies such as Dimes Savings ...

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 ...

Word count: 3,030 TWST: 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 ...

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: 2,670 TWST: 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 ...