April 24, 2026Episode 131 min
SWS Growth Equity 1Q 2026
Mike Parker, CIO/Portfolio Manager and Kurt Grove, Portfolio Manager discuss the US equity portfolio, SWS Growth Equity
Episodes
21
Latest episode
Apr 2026
Language
EN-US
About the show
Mike Parker, CIO/Portfolio Manager, and Kurt Grove, Portfolio Manager hosted podcast to discuss SWS Growth Equity, an instituional-focused US long-only strategy.
Listen to episodes
February 2, 2026Episode 439 min
SWS Growth Equity 4Q 2025
Mike Parker, CIO/Portfolio Manager and Kurt Grove, Portfolio Manager discuss the US equity portfolio, SWS Growth EquityTickers discussed: $MU, $GH, $CIEN, $MNDY, $MP, $PCT, $LLY
October 17, 2025Episode 338 min
SWS Growth Equity 3Q 2025
Mike Parker, CIO/Portfolio Manager and Kurt Grove, Portfolio Manager, discuss the US equity portfolio, SWS Growth Equity for 3Q 2025.Tickers discussed: $MP, $CIEN, $ANET, $GDDY, $CFLT, $DXCM, $MNDY, $TER, $INTU
July 28, 2025Episode 230 min
SWS Growth Equity 2Q 2025
Mike Parker, CIO/Portfolio Manager and Kurt Grove, Portfolio Manager, discuss the US equity portfolio, SWS Growth Equity for 2Q 2025.Tickers discussed: $PCT, $NET, $SNOW, $RH, $VRTX, $CPRI, $GDDY
April 24, 2025Episode 142 min
SWS Growth Equity 1Q 2025
Mike Parker, CIO/Portfolio Manager and Kurt Grove, Portfolio Manager, discuss the US equity Portfolio, SWS Growth Equity for 1Q 2025.Tickers discussed: $MP, $GH, $OKTA, $MRVL, $RH, $XYZ, $ARGX, $DXCM, $CELH
January 24, 2025Episode 439 min
SWS Growth Equity 4Q 2024
Mike Parker, CIO/Portfolio Manager and Kurt Grove, Portfolio Manager, discuss the US equity Portfolio, SWS Growth Equity for 4Q 2024. Tickers discussed: $MRVL, $CIEN, $UBER, $CPRI, $MU, $AMAT, $CFLT
October 24, 202440 min
SWS Growth Equity 3Q 2024
Mike Parker, CIO/Portfolio Manager and Kurt Grove, Portfolio Manager, discuss the US equity portfolio, SWS Growth Equity for 3Q 2024. Tickers discussed: $PCT, $MP, $RH, $INTC, $PINS, $OKTA, $MU, $PM, $CFLT
July 29, 202428 min
SWS Growth Equity 2Q 2024
Mike Parker, CIO/Portfolio Manger, and Kurt Grove, Portfolio Manger, discuss the long-only US equity portfolio, SWS Growth Equity for 2Q 2024. Tickers discussed: $NVDA, $GH, $SQ, $ANET, $PINS, $INTC, $RH
April 29, 2024Episode 130 min
SWS Growth Equity 1Q 2024
Mike Parker, CIO/Portfolio Manager, and Kurt Grove, Portfolio Manager, discuss the long-only US equity portfolio, SWS Growth Equity, for 1Q 2024.
January 17, 2024Episode 429 min
SWS Growth Equity 4Q 2023
Mike Parker, CIO/Portfolio Manager, and Kurt Grove, Portfolio Manager, discuss the long-only US equity portfolio, SWS Growth Equity for 4Q 2023.
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