Growth Equity Intro

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

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 3Q 2021.

Tickers discussed: $Z $PCT $SFIX $TEAM $AMBA $SNOW $LII

SWS Growth Equity 3Q 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

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: $FB $VRTX $UNH $VC $NTRA $SHOP $AMBA $RH $GH

SWS Growth Equity 1Q 2022

Mike Parker, CIO/Portfolio Manager, and Kurt Grove, Portfolio Manager, disucss the long-only US equity portfolio, SWS Growth Equity, for 2Q 2022. 

Tickers discussed: $VRTX $STZ $UNH $NET $SQ $SHOP $MP $SFIX

SWS Partners