The Wall Street Transcript

Three EM Leaders with Strong Moats and Clear Business Models

Please give us an introduction to the firm and an overview of its business. Mr. Khuller: Letko, Brosseau & Associates is one of the leading asset management firms in Canada, managing approximately ...
The Wall Street Transcript

Identifying Local Champions and Niche Leaders Across Global Markets

By way of introduction, could you tell us a bit about your professional background and your current role at Van Berkom? Mr. Ling: Happy to. I’m currently a global portfolio PM for both the Global ...
The Wall Street Transcript

Chipmaker SK Hynix Rides Surging Demand for High-Bandwidth Memory

Let’s start with a bit about GlobeFlex as a firm, its history, business today, and anything that you feel differentiates it from peers. Mr. Goswami: GlobeFlex was founded in 1994 by Robert Anslow and ...
The Wall Street Transcript

Thematic ETFs Track Shifts Across Natural Resources, Luxury Goods and Travel

We have a few different funds to talk about today, but before we dive into that, would you give our readers a brief introduction to U.S. Global Investors’ business and overall investment management ...
The Wall Street Transcript

Emerging Markets Strategy Targets Asia’s Rising Consumer Class

Tell us about Aubrey’s Global Emerging Market fund. Mr. Dalrymple: The Aubrey Global Emerging Markets Strategy began in March 2012 with a mandate from a life company in London. We converted it to a ...
The Wall Street Transcript

Analyzing Global Companies Through a Corporate Life Cycle Framework

Let’s start with an overview of Curi Capital and RMB Funds, an introduction to the business, if you will. Mr. Plumb: Curi Capital is a registered investment advisory firm dedicated to growing and ...
The Wall Street Transcript

Uncovering Double-Digit Growth Opportunities in Emerging Markets

Would you introduce our readers to Sustainable Growth Advisers with an overview of the firm’s business? Mr. Gupta: The firm was founded in 2003, so we are a little over 20 years old. As it stands ...
The Wall Street Transcript

Governance Reforms Drive Compelling Opportunities in Korea and Japan

Sojung Park is a Portfolio Manager at Matthews Asia. She has been a Portfolio Manager of the Matthews Korea Active ETF since 2023, and of the Matthews Asia Dividend Fund and Matthews Asia Dividend ...
The Wall Street Transcript

Wynn, Churchill Downs, and IMAX to Benefit from Experiential Spending

Chad Beynon is a Managing Director and Head of U.S. Research at Macquarie Capital (USA) Inc. Since 2007, Mr. Beynon has headed its consumer sector coverage and has been conducting research and ...
The Wall Street Transcript

Structural Tailwinds Support Long-Term Growth in Premium Spirits

Dan Su, CFA, is an equity analyst for Morningstar. She covers alcoholic and non-alcoholic beverages, beauty and food retail for the consumer team. Before joining Morningstar in 2022, Ms. Su worked for ...
The Wall Street Transcript

Structural Shifts Underpin a Bullish Outlook for U.S. Airlines

TWST: Let’s start with an overview of your coverage universe and anything you’d note that you feel differentiates your research.
The Wall Street Transcript

Volatile Gaming Stocks a Better Bet for Short-Term Investors

Vitaly Umansky is the Global Gaming Senior Analyst at Seaport Research Partners and has been based in Hong Kong for the past 18 years. Prior to Seaport, Mr. Umansky was the Global Gaming Analyst with ...