Large-Cap Names That Check the Boxes for Relative Value and Sustainability
June 12, 2025
Chintalapalli, Krishna
Value Manager Sees Opportunity When the Market Gets It Wrong
September 08, 2024
Hwan, Billy
AI Still in the Early Stages of the “Mother of All Cycles”
May 23, 2024
Mosesmann, Hans C.
Momentum Continues Around Buildout of AI Infrastructure
May 07, 2024
Zinn, Gus C.
Next Leg of Tech Sector Growth Will Be Data Handling
May 07, 2024
Heydorn, Inge
Large-Cap Value Fund Uses Puts to Hedge Downside Risk
May 04, 2023
Forester, Thomas H.
COVID-19 Has Changed the Recovery Trajectory in Semiconductors
July 10, 2020
Mosesmann, Hans C.
Taking a Defensive Position in Anticipation of a Correction
June 28, 2019
Stonehouse, David
AI, IoT and Self-Driving Vehicles Are the Biggest Trends in Semiconductors
June 14, 2019
Steves, Mitch
Autonomous Driving Presenting Big Opportunities for Semiconductor Companies
June 14, 2019
Mosesmann, Hans C.
The Trade Situation with China Is Front and Center in the Semiconductor Sector
June 14, 2019
Kumar, Harsh
Rethinking How Portfolios Are Positioned in the Current Cycle
April 05, 2019
Shepardson, Brian
Identifying Small Caps That Can Compound Capital Over Time
November 30, 2018
O’Brien, Brien M., Schatz, Brad
Seeking Good, Underfollowed Companies in the U.S. and Asia Pacific
June 15, 2018
Kelly, Randall W.
New End Markets Emerging for the Semiconductor Sector
June 15, 2018
Pitzer, John
Data Center and Cloud Markets Stronger Than Expected in Semiconductor Space
June 15, 2018
Mosesmann, Hans C.
Adding Value Through a Balanced, Contrarian Investment Approach
June 01, 2018
Watson, Matthew
Having an Analytical Advantage to Stock Picking
January 12, 2018
Resendes, Rafael
A Dividend Strategy Focused on Quality Growth
August 25, 2017
Lam, Edward
Building Diversified Portfolios with Quality Global Equities
July 27, 2017
Padilla, Gregory D., Crespo, Alberto Jimenez
Delivering Long-Term Results with a Risk-Managed Growth Fund
July 20, 2017
Abate, James A.
Macro Demands and Innovation Remain Strong for Global Semiconductors
June 02, 2017
Gill, Rajvindra
Opportunities in Semiconductors Despite Growth Slowdown
June 02, 2017
Mosesmann, Hans
Playing the Semiconductor Space Defensively But With a Bullish Outlook
June 02, 2017
Pitzer, John
Staying Disciplined and Minimizing Human Bias
April 07, 2017
Stangel, Brian R.
Providing Attractive Total Returns with Less Risk
December 09, 2016
Kimball, Scott M.
Generating Returns with a Combination of Earnings and Dividend Growth
August 26, 2016
Lam, Edward
A Modest Recovery for the Semiconductor Space
June 03, 2016
Pitzer, John
Cloud Computing and Video the Areas of Growth in Semiconductors
June 03, 2016
Cassidy, Kevin
Select Semiconductor Companies Benefit from Gaming Market Growth
June 03, 2016
Ing, Ian
Electronics Space Challenged by Need for Catalyst
September 11, 2015
Nam Hyang Kim
Electronics Sector Driven by IoT, Data Center and Automotive Trends
September 11, 2015
Seeking Outperformance Through Individual Stock Selection
June 26, 2015
Significant Pickup in M&A Activity in the Semiconductor Sector
September 09, 2014
Automotive and Industrial Continue as Strongest Semiconductor Markets
September 05, 2014
Increased Application of Nonvolatile Memory Opens Markets for Semiconductors
September 04, 2014
Investing in Semiconductors Tied to Tech Connectivity, Content and Storage
May 06, 2014
Data Growth Trend Opens Opportunities for Semiconductors
April 30, 2014
An Orderly Increase in Revenues and Demand in the Semiconductor Space
April 23, 2014
An Investment Strategy Focused On Capturing Positive Uptrends
October 08, 2013
Stable Pricing for Semiconductors Exposed to Industrial, Auto and Infrastructure End Markets
September 04, 2013
Semiconductor Growth in LTE Buildout and the Memory Side
September 03, 2013
A Positive Outlook on Semiconductors Exposed to LED, Data Storage Industries
August 27, 2013
Data Centers Increasingly Adopt Solid-State Technology
August 20, 2013
A Thematic Approach to Deep-Value Investing
May 21, 2013
Weaker Semi Cycle Favors Niche Over Broad Companies
May 15, 2013
Seasonality Continues as Broad-Based Recovery Seems Illusory
May 01, 2013
More Secure ROI Dynamic for Analog Versus Digital in the Semiconductor Space
April 29, 2013
Semi Names Levered to Mobile, Cloud Computing Expected to Dominate
September 11, 2012
Semi Names Levered to Data Center and High-Computing Power Expected to Benefit
September 11, 2012
Macro and Seasonal Trends for Semiconductor Inventories
September 04, 2012
New Technologies Shift Semiconductor Investment Environment
September 04, 2012
A Weaker Back Half of 2012 for Semiconductor Capital Equipment
May 08, 2012
A Pickup in DRAM & NAND Flash Spending for Back Half of 2012
May 07, 2012
New Computing Platforms May Drive Semi Demand in 2012
April 27, 2012
Smartphones, Network Buildout & Cloud Computing Drive Semi Stocks - Brendan Furlong - Miller Tabak + Co., Llc
December 05, 2011
Clinical Labs Consolidate Among Sector Headwinds - Thomas Gallucci - Lazard Capital Markets Llc
June 13, 2011
Key Investment Themes For Communications Semis - Aalok Shah - D.a. Davidson & Co.
June 13, 2011
A Two-sided Coin For Battery & Hybrid Markets - Dan Galves - Deutsche Bank
February 21, 2011
Expanding Opp's In Energy Efficiency - Chris Kettenmann - Miller Tabak + Co., Llc
February 21, 2011
Capacity Demand As Industry Positive In Hard Disk Space - Sherri Scribner - Deutsche Bank Ag
October 18, 2010
Mixed Demand In Large-cap Semis - Hans Mosesmann - Raymond James & Associates, Inc.
August 23, 2010
Trends & Hurdles Among Communication Semis - Aalok Shah - D.a. Davidson & Co.
August 23, 2010
An In-depth Look At Apartment & Retail Reits - William Acheson - The Benchmark Company, Llc
August 23, 2010
Communication Semis & The Internet - Anil Doradla - William Blair & Company, Llc
February 22, 2010
Roundtable Forum:semiconductors
August 24, 2009
The Rebound In Semiconductors
August 24, 2009
Systematic Application Of Intangible Assets - Gautam Dhingra - High Pointe Capital Management, Llc
March 05, 2007
ROUNDTABLE FORUM: SEMICONDUCTOR EQUIPMENT
August 28, 2006
OUTLOOK FOR IT HARDWARE COMPANIES: BILL SHOPE - JPMORGAN CHASE
January 30, 2006
Craig Jensen - Diskeeper Corporation
November 25, 2005
David Wilson - Polyone Corporation (pol)
November 15, 2005
MEIGHAN HARAHAN - DRIEHAUS CAPITAL MANAGEMENT
May 02, 2005
OUTLOOK FOR ENTERPRISE SOFTWARE: JUSTIN CABLE - B. RILEY & CO
March 10, 2005
DONALD GHER - COLDSTREAM CAPITAL MANAGEMENT INC
November 29, 2004
ROUNDTABLE FORUM: NORTHEAST & MID-ATLANTIC BANKS
November 22, 2004
Jimmy Tallent - United Community Banks Inc (ucbi)
September 28, 2004
SEMICONDUCTOR CAPITAL EQUIPMENT: EDWARD WHITE JR. - LEHMAN BROTHERS
August 23, 2004
H.THOMAS SMITH - BIRMINGHAM CAPITAL MANAGEMENT
August 02, 2004
STAFFING, RECRUITING & OUTSOURCING SERVICES: MARTA NICHOLS - BANC OF AMERICA SECURITIES
May 31, 2004
T.DIBELLA / K.GAINEY - TURNER INVESTMENT PARTNERS INC
May 24, 2004
William Dezellem - Davidson Investment Advisors
November 10, 2003
Matthew Cohen - Acadian Asset Management
October 06, 2003
John Mccraw - Nicholas-applegate Capital Management
August 18, 2003
Cardiovascular Medical Devices: Keay Nakae - Wedbush Morgan Securities
July 14, 2003
John Race - Deprince, Race & Zollo Inc
June 09, 2003
Home Furnishings & Appliances: Laura Champine - Morgan Keegan & Co
April 28, 2003
Semiconductor Equipment: Robert Stern - Needham & Company
January 03, 2003
George Usher - Polydex Pharmaceuticals Ltd (polxf)
August 26, 2002
John Thompson - Thompson, Plumb & Associates Inc
April 15, 2002
Marc Klee - John Hancock Technology Fund
April 15, 2002
Seth Hieken - The Colony Group Inc
February 25, 2002
Brian Barish - Cambiar Investors Inc
February 11, 2002
Glen Hilton - Montgomery Asset Management
January 28, 2002
Mark Cummins - Harleysville Group Inc
January 07, 2002
Outlook For Design Enabling Technologies: Jeffrey Macy - Needham & Company
January 07, 2002
Semiconductor Capital Equipment: Edward White Jr. - Lehman Brothers
September 12, 2001
E.o. Edgerton Jr. - Capital Investment Counsel Inc
July 23, 2001
Semiconductor Stocks: Jonathan Joseph - Salomon Smith Barney
June 25, 2001
Elizabeth Sonders - Campbell, Cowperthwait
April 02, 2001
Wireless Communcations Equipment: Richard Valera - Needham & Company
January 11, 2001
Laurence Hirsch - Centex Corporation (ctx)
November 28, 2000
Communications Components Suppliers: Sandy Harrison - Pacific Growth Equities
November 27, 2000
Erik Voss - Conseco Capital Management Inc
October 09, 2000
John Affleck - Stratton Management Company
July 24, 2000
David Cunningham - Mobile Computing Corporation (mbl.to)
June 12, 2000
Roundtable Forum: Managed Care Industry
May 01, 2000
Kenneth Risk - George Risk Industries Inc (riska)
April 17, 2000
James E. Tait - Vesta Insurance Group Inc (vta)
February 14, 2000
Clive A. Gillmore - Delaware International Equity Fund
January 17, 2000
Lawrence R. Creatura - Clover Capital Management
December 06, 1999
Communications, Analog & Related Diversified Sectors : Arun Veerappan - Bancboston Robertson Stephens
July 29, 1999
Investing In Health Care Stocks : David H. Talbot - Health / Vest Advisors Inc
December 07, 1998
David R. Kotok - Cumberland Advisors Inc
March 30, 1998
