SWS Growth Equity 4Q 2021

20/01/2022 40 min

Listen "SWS Growth Equity 4Q 2021"

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: $ANET $NEWR $MRVL $SFIX $PCT $SQ $AMH $Z