SWS Partners

SWS Partners
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Mike Parker, CIO/Portfolio Manager, and Kurt Grove, Portfolio Manager hosted podcast to discuss SWS Growth Equity, an instituional-focused US long-only strategy.

  1. Jul 27

    SWS Growth Equity 2Q 2026

    Mike Parker, CIO/Portfolio Manager and Kurt Grove, Portfolio Manager discuss the US equity portfolio, SWS Growth Equity.

  2. Apr 24

    SWS Growth Equity 1Q 2026

    Mike Parker, CIO/Portfolio Manager and Kurt Grove, Portfolio Manager discuss the US equity portfolio, SWS Growth Equity

  3. Feb 2

    SWS Growth Equity 4Q 2025

    Mike Parker, CIO/Portfolio Manager and Kurt Grove, Portfolio Manager discuss the US equity portfolio, SWS Growth Equity Tickers discussed: $MU, $GH, $CIEN, $MNDY, $MP, $PCT, $LLY

  4. 10/17/2025

    SWS Growth Equity 3Q 2025

    Mike Parker, CIO/Portfolio Manager and Kurt Grove, Portfolio Manager, discuss the US equity portfolio, SWS Growth Equity for 3Q 2025. Tickers discussed: $MP, $CIEN, $ANET, $GDDY, $CFLT, $DXCM, $MNDY, $TER, $INTU

  5. 07/28/2025

    SWS Growth Equity 2Q 2025

    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

  6. 04/24/2025

    SWS Growth Equity 1Q 2025

    Mike Parker, CIO/Portfolio Manager and Kurt Grove, Portfolio Manager, discuss the US equity Portfolio, SWS Growth Equity for 1Q 2025. Tickers discussed: $MP, $GH, $OKTA, $MRVL, $RH, $XYZ, $ARGX, $DXCM, $CELH

  7. 01/24/2025

    SWS Growth Equity 4Q 2024

    Mike Parker, CIO/Portfolio Manager and Kurt Grove, Portfolio Manager, discuss the US equity Portfolio, SWS Growth Equity for 4Q 2024. Tickers discussed: $MRVL, $CIEN, $UBER, $CPRI, $MU, $AMAT, $CFLT

  8. 10/24/2024

    SWS Growth Equity 3Q 2024

    Mike Parker, CIO/Portfolio Manager and Kurt Grove, Portfolio Manager, discuss the US equity portfolio, SWS Growth Equity for 3Q 2024. Tickers discussed: $PCT, $MP, $RH, $INTC, $PINS, $OKTA, $MU, $PM, $CFLT

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About

Mike Parker, CIO/Portfolio Manager, and Kurt Grove, Portfolio Manager hosted podcast to discuss SWS Growth Equity, an instituional-focused US long-only strategy.

Information

  • Creator
    SWS Partners
  • Years Active
    2022 - 2026
  • Episodes
    22
  • Rating
    Clean
  • Copyright
    © SWS Partners
  • Show Website
    SWS Partners