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 ...

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 ...

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 ...

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 ...

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, ...

Please introduce Poplar Forest — and now you’re with Tocqueville. So how has the firm evolved since you founded it? Mr. Harvey: I started Poplar Forest back in the fall of 2007 after a 16-year tenure ...

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 ...

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Brent Beardall is the President, Chief Executive Officer and Vice Chairman of WaFd Inc. Mr. Beardall joined WaFd in 2001 as Vice President & Controller. In 2003, he was promoted to Chief Financial ...

Word count: 3,081 TWST: For the benefit of our readers, let’s start with a high-level overview of the firm’s investment approach and philosophy. Mr. Chintalapalli: Parnassus was founded in ...

John M. Hairston is President and Chief Executive Officer of Hancock Whitney Corp. Mr. Hairston has served as CEO of the company and the bank since 2008, and President of the company since 2014 ...