SWS Growth Equity 1Q 2022

20/04/2022 34 min

Listen "SWS Growth Equity 1Q 2022"

Episode Synopsis

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