Fintechs Are Driving More Value for Consumers and Merchants
July 14, 2024
Cantwell, Jeff
Visa and Mastercard Offer Investors Safety, Quality and Pricing Power
July 14, 2024
Suchoski, Kenneth
IT Services and Payments Names That Are Riding Industry Trends
June 05, 2024
Katri, Moshe
Insurance Is Attractive Due to Strong Pricing, Strong Fundamentals
January 07, 2024
Auxier, J. Jeffrey
FedNow Real-Time Payments Will Disrupt the Debit Space
June 27, 2023
Dolev, Dan
IT Services Companies Focus on Cost Containment Over Product Development
May 17, 2023
Friedman, Jamie
Aggressive Fed Tightening Poses Risks for Banking Sector
July 15, 2022
Moss, Steve
Fed Moves, Market Declines Negatively Impact Asset Managers
June 23, 2022
Biggar, Stephen
Blockchain Not Widely Used by Fintechs, But Should Be
April 24, 2022
Maltbie Jr., Robert Michael
In IT Services Sector, Newer Digital Skills Equals Higher Growth
April 24, 2022
Katri, Moshe
Cross-Border E-Commerce, Platform-Based Processing Seeing Growth
April 24, 2022
Friedman, Jamie
Tech Transformation Will Continue to Drive Consolidation in Banking Sector
September 13, 2021
Heffern, John A.
Reopening Plays That Also Offer Good Long-Term Performance
July 01, 2021
Chaitman, Sean
All-Cap Fund Uses Framework to Spot Beneficiaries of the Reopening
May 06, 2021
White, Justin P.
New Economy Investing: Targeting Digital and Service-Based Companies
April 30, 2021
Michael, Irwin, Michael, Ryan, Michael, Harlan, Michael, Brandon
IT Services, Fintech Headed Toward Pre-COVID-Level Growth Rates
April 22, 2021
Katri, Moshe
Looking for Companies with Network Effects and Enduring Pricing Power
September 30, 2020
Yacktman, Brian, Savage, Elliott
Expecting the Most Innovative Companies to Benefit from the Disruption
April 24, 2020
Jeffrey, Andrew W.
Looking for Companies Able to Generate and Allocate Free Cash Flow
April 03, 2020
Bleiberg, Steven
Investing in Growth Companies with Macro, Fundamental and Technical Characteristics
February 28, 2020
Lee, Stephen S.
Compounding Capital with a Long-Term Investing Mentality
February 28, 2020
Griesbach, Todd
Anticipating Declines and Using Them as Buying Opportunities
November 08, 2019
Auxier, J. Jeffrey
Finding Opportunities in Companies That Are Changing Our Lives
August 09, 2019
Plumb, Thomas
Producing Returns with a Portfolio of Global Champions
May 31, 2019
Yacktman, Brian
Providing Diversification and an Opportunity to Exceed Market Returns
April 26, 2019
Bacarella, Robert S.
Frictionless Consumer Experiences a Major Opportunity in the Payments Space
April 26, 2019
Huff, Brett
Collaboration and a Business Use Case Needed to Move to Blockchain
April 26, 2019
Deleeuw, Jason
Finding Interesting Opportunities in Enterprise Software
April 05, 2019
Ward, Christopher
Buying Companies That Have Secular Tailwinds
October 05, 2018
Plumb, Thomas
Seeking Growth in Large Caps with Dominant Market Shares
September 07, 2018
Ward, Howard F.
Outperforming Through Independent Thinking and a Long-Term Mindset
September 07, 2018
Hinmon, Bryan C.
Finding Opportunities to Buy Great Businesses as Volatility Increases
September 07, 2018
Dunbar, McGavock
Seeking Sustainable Competitive Advantages in Pro-Life, Pro-Family Funds
August 10, 2018
Milligan, Brian D.
Investing in Quality Companies Run by Exceptional Management Teams
May 17, 2018
Heck, Randall M.
Using Bonds to Offset Stock Market Volatility
May 07, 2018
Plumb, Thomas G.
Constructing a Concentrated Portfolio with a Stock-by-Stock Approach
March 14, 2018
Hiatt, Karen
A Comprehensive Approach to Financial Planning
February 02, 2018
Ullman, John G.
Payment Processing Companies Benefiting from Secular Credit Card Growth
January 05, 2018
Biggar, Stephen
Using Historical Factors to Identify Best-Performing Stocks
December 01, 2017
Watts, Randy
Buying Value-Stable Companies When the Time is Right
November 17, 2017
Dunbar, McGavock
Seeking Growth in Companies on the Cutting Edge of Technology
June 30, 2017
Wangensteen, Nels, Yin, Ingrid
Enterprises Increase Spend in Software Development and Analytics
April 07, 2017
Suri, Bhavan
Understanding the Potential Impact of Bitcoin and Blockchain Technology
April 07, 2017
Pierce, Brock
Seeking Stocks with Consistent Growth and Lower Valuations
March 24, 2017
McQuiddy, Dean
Producing Superior Returns with the Best of the Best
July 29, 2016
Davidowitz, Dan, Ficklin, Damon
Seeking Companies with Sustainable Secular Growth
July 15, 2016
Jung, Andrew W.
Seeking Long-Term Investments with Recurring Revenue
April 22, 2016
Fischer, Jeff
Emphasizing Caution and Capital Preservation in a Slow Growth Environment
March 11, 2016
Stark, George
Secular Drivers Help Staffing and Payment Sectors
January 20, 2016
McVeigh, Kevin D.
A Rising Tide in Payment Services While IT Services Shifts to High Value
January 15, 2016
Ellis, Lisa
E-Commerce Decimates Retailers' Online Profits
August 06, 2015
U.S. Banks in Low-Risk, Low-Reward Environment
January 08, 2015
Managing Concentrated Portfolios of the Highest-Quality Businesses
December 22, 2014
Outperforming the Market with a Concentrated, Go-Anywhere Fund
December 10, 2014
Playing the Cloud-Based Software, Big Data Analytics and Cybersecurity Themes of Application Software
October 01, 2014
The Emerging Shift to Liquid Alternatives Investing
September 17, 2014
Large-Cap, Blue-Chip Growth Investing
June 26, 2014
A Large-Cap Growth Strategy Centered on Profit Sustainability and Secular Tailwinds
June 10, 2014
Buying Great Companies and Investing for the Long Term
March 27, 2014
Continued Momentum in Staffing Space Expected for 2014
December 18, 2013
A Value-Based Investment Approach with a Global Perspective
May 01, 2013
Larger Money Center Banks Generate Capital as Regional Banking Sees Margin Pressure
March 19, 2013
Secular Growth for Temp Staffing and Payment Processing
December 06, 2012
A Focus on Improving Cash Flow in Small-Cap Names
October 30, 2012
Bullish Names on Transaction Processing Despite Sector Weakness
May 14, 2012
Conservative Approach in IT Outsourcing & BPO - Joseph D. Foresi - Janney Montgomery Scott LLC
January 23, 2012
Options Trading & Volatility Management - Richard L. Selvala Jr. - Harvest Volatility Management
December 06, 2010
Optimism & Innovation Lead Enterprise Software - Edward Maguire - Credit Agricole Securities
October 18, 2010
Addressing China Telecom Cap Ex Concerns - Kun Tao - Roth Capital Partners, Llc
July 13, 2010
Bottom-up Stock Picking In The Mlp Asset Class - Jerry Swank - The Swank Group
May 31, 2010
Clear Themes In Business It - Reik Read - Robert W. Baird & Co.
March 08, 2010
China Internet Services:a Domestic Consumption Play - Tucker Grinnan - Hsbc
January 25, 2010
Opportunistic Large Cap Value Investing - David A. Katz & Steven Pisarkiewicz - Matrix Asset Advisors
October 19, 2009
A Global Macro Investment Strategy - Thomas J. Sowanick - Omnivest Group Llc
October 05, 2009
Investing In Good Businesses At Reasonable Prices - Keith Wibel - Foothill Asset Management, Ltd
August 24, 2009
Application Software:industry Overview - John Difucci - Jpmorgan Chase & Co.
August 24, 2009
Large Cap Growth Opportunities - Jerry Jordan - Hellman, Jordan Management Company, Inc.
February 23, 2009
Credit Card Processors, Money Transfer & Tax Companies - Kartik Mehta - Ftn Midwest Securities Corp
February 09, 2009
OUTLOOK FOR SEMICONDUCTOR COMPANIES - HANS MOSESMANN - RAYMOND JAMES & ASSOCIATES, INC.
September 15, 2008
Investing In Small & Micro-cap Growth Stocks - Scott Sterling Johnston - Sterling Johnston Capital Management, Lp"
September 01, 2008
ROUNDTABLE FORUM: PAPER & FOREST PRODUCTS
May 19, 2008
INVESTING IN SMALL CAP STOCKS - SAMUEL DEDIO - JULIUS BAER INVESTMENT MANAGEMENT LLC
October 15, 2007
PAYROLL, CREDIT CARD & MERCHANT PROCESSING - MOSHE KATRI - COWEN & COMPANY, LLC
October 08, 2007
OUTLOOK FOR SHIPPING - DOUGLAS MAVRINAC - JEFFERIES & COMPANY, INC.
October 01, 2007
CORE EQUITY INVESTING - CORY S. KREBS - COOKSON, PEIRCE & CO., INC.
June 04, 2007
AMIT WADHWANEY - THIRD AVENUE GLOBAL VALUE FUND LP
August 21, 2006
RICHARD KEIM - KENSINGTON PARTNERS LP
October 03, 2005
Andrew Barrett - Landround Plc (ldr.l)
June 03, 2005
Steve Filton - Universal Health Services Inc (uhs)
April 04, 2005
