News & Insights

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.

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.