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.
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, 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.
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.
