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Please tell us about Shift4. Mr. Lauber: We’re a fast-growing payments business focused across a handful of verticals, but more interestingly, I think, it’s a 26-year-old, founder-led business. If you ...
It has been a few years since we last spoke. So, let’s start with a brief refresher on your coverage area for our readers. Mr. Fong: That’s actually a good question, as we’ve actually expanded our ...
Please tell us about Flywire. Mr. Massaro: Sure, happy to. Flywire is at the intersection of payments and software. We have helped to digitally transform parts of the global economy that had been left ...
We’ve spoken before, but let’s start with a brief refresher on your coverage areas. Mr. Swartz: I cover primarily apparel retailers and manufacturers as well as some other specialty retailers. TWST: ...
Please give us an introduction to Lightspeed Commerce. Mr. Dasilva: Lightspeed was founded to really simplify complex small business operations. We began in retail back in 2005, doing complex retail ...
Expecting the Most Innovative Companies to Benefit from the Disruption April 24, 2020 Jeffrey, Andrew W.
Please introduce Quantum, your role there, and the funds you manage. Mr. Rinaldi: I’m the President and Chief Investment Officer of Quantum Financial Advisors. We’ve been around since 1996, about 30 ...
Could you please start with an introduction to your funds and coverage? Mr. Kundu: I am the portfolio manager at AGF for a growth sleeve of products. The products that I’m currently a portfolio ...
Let’s start with an introduction to the Empiric LT Equity team and your overall approach to growth investing. Mr. Seltz: The Empiric LT investment team is a nine-member team managing large-cap ...
Please tell us about Essex Investment Management. Ms. Prial: Essex Investment Management is a boutique investment management firm focused on identifying growth stocks early in their growth trajectory, ...
Could you please introduce the firms that you’re with, the funds you manage, and your current role? Mr. Boyar: Yes, the Boyar Value Group was started in 1975 as a research boutique, publishing ...
Please give us an overview of Sankota Capital. Ms. Duncan: I co-founded Sankota Capital with Fran Tuite at the start of this year. Between us, we’ve got 50-plus years of investment experience in the ...
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