SWS Growth Equity 2Q 2025

28/07/2025 30 min Temporada 2025 Episodio 2

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Episode Synopsis

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