SWS Partners
SWS Partners
Mike Parker, CIO/Portfolio Manager, and Kurt Grove, Portfolio Manager hosted podcast to discuss SWS Growth Equity, an instituional-focused US long-only strategy.
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Épisodes
SWS Growth Equity 1Q 2026 24.04.2026 31:11
Mike Parker, CIO/Portfolio Manager and Kurt Grove, Portfolio Manager discuss the US equity portfolio, SWS Growth Equity
SWS Growth Equity 4Q 2025 02.02.2026 39:30
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
SWS Growth Equity 3Q 2025 17.10.2025 38:25
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
SWS Growth Equity 2Q 2025 28.07.2025 30:52
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
SWS Growth Equity 1Q 2025 24.04.2025 42:39
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
SWS Growth Equity 4Q 2024 24.01.2025 39:55
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
SWS Growth Equity 3Q 2024 24.10.2024 40:47
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
SWS Growth Equity 2Q 2024 29.07.2024 28:28
Mike Parker, CIO/Portfolio Manger, and Kurt Grove, Portfolio Manger, discuss the long-only US equity portfolio, SWS Growth Equity for 2Q 2024. Tickers discussed: $NVDA, $GH, $SQ, $ANET, $PINS, $INTC, $RH
SWS Growth Equity 1Q 2024 29.04.2024 30:15
Mike Parker, CIO/Portfolio Manager, and Kurt Grove, Portfolio Manager, discuss the long-only US equity portfolio, SWS Growth Equity, for 1Q 2024.
SWS Growth Equity 4Q 2023 17.01.2024 29:40
Mike Parker, CIO/Portfolio Manager, and Kurt Grove, Portfolio Manager, discuss the long-only US equity portfolio, SWS Growth Equity for 4Q 2023.
SWS Growth Equity 3Q 2023 24.10.2023 49:00
Mike Parker, CIO/Portfolio Manger, and Kurt Grove, Portfolio Manager, discuss the long-only US equity portfolio, SWS Growth Equity for 3Q 2023. Tickers discussed: PCT, AMBA, NTRA, GH, TEAM, LII, SQ, MASI, OKTA
SWS Growth Equity 2Q 2023 24.07.2023 35:39
Mike Parker, CIO/Portfolio Manager, and Kurt Grove, Portfolio Manager, discuss the long-only US equity portfolio, SWS Growth Equity, for 2Q 2023. Tickers discussed: $GH $PCT, $MRVL, $ETSY, $CIEN, $MP, $INTC
SWS Growth Equity 1Q 2023 24.04.2023 38:26
Mike Parker, CIO/Portfolio Manager, and Kurt Grove, Portfolio Manager, discuss the long-only US equity portfolio, SWS Growth Equity, for 1Q 2023. Tickers discussed: $META $ANET, $NTRA, $GH, $UNH, $RH, $CIEN
SWS Growth Equity 4Q 2022 24.01.2023 37:33
Mike Parker, CIO/Portfolio Manager, and Kurt Grove, Portfolio Manager, discuss the long-only US equity portfolio, SWS Growth Equity, for 4Q 2022. Tickers discussed: $AMBA, $ISRG, $TPR, $GH, $TEAM, $TWLO
SWS Growth Equity 3Q 2022 24.10.2022 38:28
Mike Parker, CIO/Portfolio Manager, and Kurt Grove, Portfolio Manager, discuss the long-only US equity portfolio, SWS Growth Equity, for 3Q 2022. Tickers discussed: $UBER, $NFLX, $ETSY, $PINS, $NOW, $MTCH, $TWLO
SWS Growth Equity 2Q 2022 21.07.2022 39:55
Mike Parker, CIO/Portfolio Manager, and Kurt Grove, Portfolio Manager, discuss the long-only US equity portfolio, SWS Growth Equity, for 2Q 2022. Tickers discussed: $VRTX $STZ $UNH $NET $SQ $SHOP $MP $SFIX
SWS Growth Equity 1Q 2022 20.04.2022 34:59
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: $FB $VRTX $UNH $VC $NTRA $SHOP $AMBA $RH $GH
SWS Growth Equity 4Q 2021 20.01.2022 40:14
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
SWS Growth Equity 3Q 2021 21.10.2021 30:02
Mike Parker, CIO/Portfolio Manager, and Kurt Grove, Portfolio Manager, discuss the long-only US equity portfolio, Growth Equity, for 3Q 2021. Tickers discussed: $Z $PCT $SFIX $TEAM $AMBA $SNOW $LII
SWS Growth Equity 2Q 2021 19.07.2021 34:43
Mike Parker, CIO/Portfolio Manager, and Kurt Grove, Portfolio Manager, discuss the long-only US equity portfolio, Growth Equity, for 2Q 2021. Tickers discussed: $Z $UNH $PCT $SHOP $ISRG $UBER $VRTX $ETSY $NET
SWS Growth Equity 1Q 2021 20.04.2021 32:20
Mike Parker, CIO/Portfolio Manager, and Kurt Grove, Portfolio Manager, discuss the long-only US equity portfolio, Growth Equity for 1Q 2021. Tickers discussed: $W $TPR $AMAT $SFIX $ROP $MRK
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