SWS Growth Equity 1Q 2023

SWS Partners
24/04/2023 38 min

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Episode Synopsis

Mike Parker, CIO/Portfolio Manager, and Kurt Grove, Portfolio Manager, discuss the long-only US equity portfolio, SWS Growth Equity, for 1Q 2023.
Tickers discussed: $META $ANET, $NTRA, $GH, $UNH, $RH, $CIEN



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