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.
Interview with Sonu Chawla, CFA, Portfolio Manager at TimesSquare Capital Management
Sonu Chawla, CFA, Portfolio Manager at TimesSquare Capital Management, brings nearly two decades of experience as a disciplined quality growth investor, with a strong emphasis on fundamental research, management quality, and long-term compounding.
Research Analyst Deep Dive – Information Technology
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.
The Mid Cap Advantage
Navigating Semiconductor Cycles: Uncover how end-market exposure shapes the evaluation of semiconductor companies in a dynamic industry.
TSCM Flash Thought
The annual (soon to be semi-annual) reconstitution of the Russell Indexes is designed to remove stocks that have grown too large for their “small” or “mid” designations.