The Wall Street Transcript

Three EM Leaders with Strong Moats and Clear Business Models

Please give us an introduction to the firm and an overview of its business. Mr. Khuller: Letko, Brosseau & Associates is one of the leading asset management firms in Canada, managing approximately ...
The Wall Street Transcript

Identifying Local Champions and Niche Leaders Across Global Markets

By way of introduction, could you tell us a bit about your professional background and your current role at Van Berkom? Mr. Ling: Happy to. I’m currently a global portfolio PM for both the Global ...
The Wall Street Transcript

Thematic ETFs Track Shifts Across Natural Resources, Luxury Goods and Travel

We have a few different funds to talk about today, but before we dive into that, would you give our readers a brief introduction to U.S. Global Investors’ business and overall investment management ...
The Wall Street Transcript

Chipmaker SK Hynix Rides Surging Demand for High-Bandwidth Memory

Let’s start with a bit about GlobeFlex as a firm, its history, business today, and anything that you feel differentiates it from peers. Mr. Goswami: GlobeFlex was founded in 1994 by Robert Anslow and ...
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Emerging Markets Strategy Targets Asia’s Rising Consumer Class

Tell us about Aubrey’s Global Emerging Market fund. Mr. Dalrymple: The Aubrey Global Emerging Markets Strategy began in March 2012 with a mandate from a life company in London. We converted it to a ...
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Analyzing Global Companies Through a Corporate Life Cycle Framework

Let’s start with an overview of Curi Capital and RMB Funds, an introduction to the business, if you will. Mr. Plumb: Curi Capital is a registered investment advisory firm dedicated to growing and ...
The Wall Street Transcript

Uncovering Double-Digit Growth Opportunities in Emerging Markets

Would you introduce our readers to Sustainable Growth Advisers with an overview of the firm’s business? Mr. Gupta: The firm was founded in 2003, so we are a little over 20 years old. As it stands ...
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Governance Reforms Drive Compelling Opportunities in Korea and Japan

Let’s start with a brief introduction to the firm. What do you think is important for readers to know about Matthews Asia’ history and its overall business today? Ms. Park: I want to highlight that ...
The Wall Street Transcript

Structural Tailwinds Support Long-Term Growth in Premium Spirits

Tell us a little bit about your background, how long you’ve been at Morningstar, and what you cover there. Ms. Su: I’m an equity analyst on the consumer research team for Morningstar. I’ve been in the ...
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Pressured Consumers Still Splurge on Flavor and Convenience

Welcome. Tell us about your background as an analyst and your coverage at Consumer Edge. Mr. Rattigan: I’ve been with Consumer Edge for about six years. Prior to that, I worked as a consultant for one ...
The Wall Street Transcript

Interview with the President and CEO: Travel + Leisure Co. (NYSE:TNL)

Michael D. Brown serves as President and Chief Executive Officer of Travel + Leisure Co., and is a member of its board of directors. Mr. Brown joined the company in 2017, and in June 2018 led its ...
The Wall Street Transcript

Wynn, Churchill Downs, and IMAX to Benefit from Experiential Spending

Chad Beynon is a Managing Director and Head of U.S. Research at Macquarie Capital (USA) Inc. Since 2007, Mr. Beynon has headed its consumer sector coverage and has been conducting research and ...