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 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 ...

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 ...

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: 3,081 TWST: For the benefit of our readers, let’s start with a high-level overview of the firm’s investment approach and philosophy. Mr. Chintalapalli: Parnassus was founded in ...

Meyer Shields is Managing Director at Keefe, Bruyette & Woods (KBW). He joined KBW in 2013 and covers property and casualty insurance. Previously, he was a Director at Stifel, covering property ...

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 ...