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.
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.
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.
