Related Interviews

Advice for 2024: Don’t Chase Last Year’s Winners
January 22, 2024
Katz, David A.

Preparing for Volatility with an All-Weather Portfolio
December 14, 2023
Montana, William

Growth Managers Put Quality First, Avoid Shiny Objects
December 14, 2023
Klapmeyer, Bradley

Global Energy Transition Fund Finds Four Current Buckets of Opportunity
August 03, 2023
Davis, MacKenzie

Stick With Proven Tech Companies to Drive Extra Returns
December 08, 2022
Hartzell Jr., David C.

For High Yield Investors, Free Cash Flow Is Key to Weathering Recession
November 21, 2022
Sydow, Robert

Identifying Small- and Micro-Caps at the Point of Accelerating Growth
May 30, 2022
Prial, Nancy

Get in Early on Maritime Decarbonization Technologies and Services
January 19, 2022
Malone III, Harold (Hal) L.

Uncovering Opportunity in the Event-Driven and Distressed Securities Space
November 04, 2021
Schultze, George J.

Value Manager Names His Faves: 6 Themes, 24 Companies
November 04, 2021
Buckingham, John

Reopening Plays That Also Offer Good Long-Term Performance
July 01, 2021
Chaitman, Sean

Infrastructure, Energy, Water Play Key Role in Sustainable Investment Strategy
June 24, 2021
Underhill, Michael

Opportunity Zone Fund Focuses on Aviation and Regulatory Software
June 16, 2021
Harmer, Don

Fingers Crossed: Insurance Rate Increases Should Lead to Improving Margins
May 24, 2021
Shields, Meyer

Protecting Your Portfolio Against Tax Hikes, Possible Inflation
May 06, 2021
Davenport, Stephen

Deeper ESG Analysis Finds Overlooked Innovators and Climate Leaders
April 30, 2021
Freeman, Amberjae

Copper Looks Good as Electric Vehicles Spark Demand
April 30, 2021
Kloss, Brian

Deep Fundamental Research at Core of Bottom-Up Fixed Income Selection
April 05, 2021
Abbas, Adam

Increased Savings Rate, Stimulus Checks Mean More Cash for Leisure Activities
April 01, 2021
Beynon, Chad

Fintech, Regional Banks, and Travel: Rising Sectors in the Coming Year
March 23, 2021
Warren, Randy

Not-Hot Sectors Offer Long-Term Growth and Compelling Valuations
March 23, 2021
Rothberg, Ira

Using Options to Manage Possible Uptick in Tax Rates, Volatility
March 11, 2021
Davenport, Stephen

Defending Against Loss by Buying Industry Leaders When They're Down
February 24, 2021
Edgerton, Bobby

Shunning High Fliers in Favor of Insurance, Payments and Security Software
February 05, 2021
Tharakan, George

New Green Energy Standards Spur Utility Infrastructure Investment
January 22, 2021
Winter, Timothy

Respecting the Disrespected: Embracing Out-of-Favor Stocks
January 04, 2021
Grodnick, Phil, Grodnick, Harrison, Britton, Rob

Focusing on Structural Themes in Asia
November 05, 2020
Harriss, Edmund

Being Disciplined, Consistent and Patient as a Value Investor
November 05, 2020
Buckingham, John

Looking for Attractively Valued and Fundamentally Strong Small Caps
October 29, 2020
Corris, David

Buying Compounders at Big Discounts to Intrinsic Value
October 29, 2020
Tsai, Christopher

Considering an Investment’s Downside Risk First
September 21, 2020
Kish, Jason

Taking a Thematic Approach to Finding Great Growth Companies
May 29, 2020
Uek, Robert

Finding Undervalued, Underappreciated Companies That Will Grow Over Time
July 12, 2019
Tanaka, Graham

Investing in Equities for the Long Term Using a Value Discipline
July 12, 2019
Schermerhorn, Scott

Making Money by Not Following the Herd
June 14, 2019
Edgerton, Bobby

The Trade Situation with China Is Front and Center in the Semiconductor Sector
June 14, 2019
Kumar, Harsh

Focusing on Undiscovered and Underfollowed Companies
May 31, 2019
Mehta, Sandy

Using Convertibles for the Equity Upside and Downside Protection
October 19, 2018
Calamos Sr., John P.

Staying Contrarian with a Research-Driven, Value-Oriented Approach
September 07, 2018
Kahn, Thomas G.

Seeking Above Average Growth at Below Average Valuations
July 13, 2018
McWhirter, Robert J.

Producing Attractive Risk-Adjusted Returns Across Market Cycles
July 13, 2018
Chaitman, Sean

Looking at a Company’s Fundamentals from a Long-Term Perspective
June 01, 2018
Goetz, John P.

Using Small-Firm Advantage to Invest Off the Beaten Path
November 17, 2017
Sweeney, Matt

A Long-Term Investment Approach Focused on Diversification, Quality and Value
October 06, 2017
Ott, David

Value Investing Alongside Proven Management Teams
July 24, 2017
Boskovich Jr., Joseph M.

Finding Upside in Companies with Undervalued Growth Potential
June 30, 2017
Ehrlichman, Paul

Focusing on Blue Chips with Double-Digit Earnings Growth
March 10, 2017
Kalra, Sonu

Using Scenario Analysis to Look at a Company’s Range of Outcomes
February 24, 2017
Koontz Jr., Warren

Oil Friendly Administration Provides a Comfortable Backdrop for MLPs
February 10, 2017
Bellamy, Ethan H.

Applying a Diversified, Dividend-Focused Strategy in Today’s Slow-Growth Environment
November 18, 2016
Yoshikami, Michael

Finding Opportunities by Wading into Controversy
August 12, 2016
Lappin, Joan E.

Finding Long-Term Growth in Founder-Led Companies
July 15, 2016
de Boutray, Brooke

A Five-Point System to Managing Money in the Stock Market
July 15, 2016
Edgerton, Bobby

Looking for Innovative Companies with Strong Growth Potential
July 01, 2016
Zackery, Anthony

Growth for Automotive Suppliers Exposed to Megatrends
June 17, 2016
George Galliers

Using Proprietary Research and an Unbiased Process to Find the Best Ideas
February 26, 2016
Siphron, Peter D.

Solar Energy Becoming More Economic Across Different Customer Classes
February 12, 2016
Kallo, Ben

Seeking Significant Returns with High-Conviction Ideas
January 15, 2016
Olsen, Warren J.

Seeking Dividend-Paying Stocks Throughout the Energy Value Chain
December 31, 2015
Roomberg, Michael

Identifying Blue Chips Through Their Business Model, Returns and Growth Rate
October 09, 2015
Kalra, Sonu

Electronics Space Challenged by Need for Catalyst
September 11, 2015
Nam Hyang Kim

Investments with Disruptive Innovations and Growth Above 15%
July 21, 2015
Joseph Dennison

Increased Investor Appetite for Solar Companies
June 11, 2015
Molchanov, Pavel

Car Recovery in Europe Spurs Confidence in European OEMs
May 19, 2015
George Galliers

Opportunities in Auto Dealers While Manufacturing Remains Challenged
May 18, 2015
James J. Albertine

Electric Vehicle Competition to Heat Up in the Longer Term
January 28, 2015
Kallo, Ben

Employing a Research-Driven Strategy to Invest Long Term
December 02, 2014
de Boutray, Brooke

U.S. Residential the Fastest-Growing Market in Solar
July 21, 2014
Kallo, Ben

Large-Cap, Blue-Chip Growth Investing
June 26, 2014
Kalra, Sonu

Select Investment Opportunities as Glory Days for Fertilizer Equities Wind Down
June 13, 2014
Isaacson, Ben

Achieving Attractive Returns Over the Long Run Regardless of Stock Market Performance
May 27, 2014
Chaitman, Sean

Finding Attractive Yields in Financials, IT and Health Care
March 27, 2014
Conrad, Kenneth M.

Investing in High-Quality Midcap Growth Companies for the Long Term
February 14, 2014
Bowen, Chris

Bottom-Up Fundamental Investing Overweight in Technology
February 11, 2014
Zevenbergen, Nancy

Consistent Demand, Growth in New Markets for Electric Vehicles 
January 22, 2014
Galves, Dan

Solar Companies Aim to Lower Financing Costs to Compete in Power Generation
January 09, 2014
Kallo, Ben

Growth for Semiconductor Components Exposed to Auto, Mobile and Infrastructure
September 16, 2013
Wang, Patrick

Investing Globally in Secular Growth Stories
August 14, 2013
Malhotra, Munish, Laycob, Jordon

Attractive Growth Outlook for Solar and Electric Vehicles
July 31, 2013
Shrestha, Sanjay

Inherent Advantages in Electric Vehicles Begin to Drive Consumer Confidence
July 29, 2013
Galves, Dan

Solar Technology Closer to Grid Parity As End Markets Diversify
July 11, 2013
Kallo, Ben

Downstream Side of Solar Industry Benefits from Oversupply and Installation Growth 
February 04, 2013
Kallo, Ben

Oversupply in Solar Continues to Pressure Clean Tech Industry
July 12, 2012
Kallo, Ben

Headwinds for Utilities Uncover Value Plays - Jonathan Arnold - Deutsche Bank Securities Inc.
February 20, 2012
Arnold, Jonathan

Trends In The Natural Gas Value Chain - Carl Kirst - Bmo Capital Markets
February 21, 2011
Kirst, Carl