SWS Growth Equity 2Q 2023

SWS Partners
24/07/2023 35 min

Listen "SWS Growth Equity 2Q 2023"

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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 2Q 2023.
Tickers discussed: $GH $PCT, $MRVL, $ETSY, $CIEN, $MP, $INTC



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