Pitch The PM Podcast, feat. Edward Salib
Edward Salib, Co-Portfolio Manager of the TimesSquare Quality Mid Cap Growth ETF ($TSCM), joins host Doug Garber to make the case for one of his highest conviction names, DoorDash ($DASH). Drawing on nearly 25 years at the firm, Ed explains why a business TimesSquare once passed on became a core holding, and how patience and disciplined research created the opportunity.
TSCM: Inside the Investment Room
TSCM: Inside the Investment Room is a bulletin offering the Firm’s perspectives on current market developments.
Leaders at the Bell: An Interview with Joshua Bischoff on Trading, Risk, and Opportunity
From the floor of the NYSE, TimesSquare’s Joshua Bischoff breaks down how disciplined investors trade illiquid small- and mid cap names, manage risk, and find opportunity beyond big tech.
Interview with Sonu Chawla, CFA: The Wall Street Transcript
In this Wall Street Transcript interview, TimesSquare Portfolio Manager Sonu Chawla, CFA, breaks down her high-conviction mid-cap holdings — including Snowflake, Curtiss-Wright, Carpenter Technology, and Interactive Brokers — and explains why mid-caps remain an alpha-rich hunting ground in the AI era.
Pitch The PM Podcast, feat. Sonu Chawla, CFA (Part 2)
Sonu Chawla, Co-Portfolio Manager at TimesSquare Capital Management, joins host Doug Garber to discuss her journey from a small town in India to managing a multi-billion dollar mid-cap growth equity portfolio in Midtown Manhattan.
TSCM: Inside the Investment Room
While stock selection through fundamental bottom-up research is at the core of our investment proces, macro dynamics increasingly shape capital allocation, valuation discipline, earnings durability, and risk perception.
Pitch The PM Podcast, feat. Sonu Chawla, CFA (Part I)
Sonu Chawla, Co-Portfolio Manager at TimesSquare Capital Management, joins host Doug Garber to discuss her journey from a small town in India to managing a multi-billion dollar mid-cap growth equity portfolio in Midtown Manhattan.
TSCM: Inside the Investment Room
While stock selection through fundamental bottom-up research is at the core of our investment proces, macro dynamics increasingly shape capital allocation, valuation discipline, earnings durability, and risk perception.
Complexity Is the Moat: How AI Expansion Is Widening Cybersecurity’s Opportunity
This quarter, we focus our perspective on the Information Technology sector and the drivers behind why it remains fundamentally robust and how the dynamics of value creation are changing.
Research Analyst Deep Dive – Resiliency and Sovereignty in International Markets
This quarter, we focus our perspective on the Information Technology sector and the drivers behind why it remains fundamentally robust and how the dynamics of value creation are changing.