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 ...
The Wall Street Transcript

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 ...
The Wall Street Transcript

Three EM Leaders with Strong Moats and Clear Business Models

Rohit Khuller, CFA, is Vice President – Investment Management and Partner at Letko, Brosseau & Associates Inc. Mr. Khuller earned his MBA from McGill University and holds a bachelor’s in engineering ...
The Wall Street Transcript

Uncovering Double-Digit Growth Opportunities in Emerging Markets

Hrishikesh “HK” Gupta is a Principal, Analyst and Portfolio Manager on Sustainable Growth Advisers’ Investment Committee and sits on SGA’s Executive Committee. He has been with the firm since 2014 and ...
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Identifying Local Champions and Niche Leaders Across Global Markets

Zhuo Ling, CFA, is Partner and Senior Portfolio Manager of the Van Berkom Global Small Cap Strategy and the International Small Cap Strategy, where he is responsible for all the investment decisions ...
The Wall Street Transcript

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

Ralph Aldis, CFA, is a Portfolio Manager at U.S. Global Investors. Mr. Aldis rejoined U.S. Global Investors as senior mining analyst in November 2001. He is responsible for analyzing gold and precious ...
The Wall Street Transcript

Analyzing Global Companies Through a Corporate Life Cycle Framework

James D. Plumb is a Partner and Deputy Director of Equities at Curi Capital LLC, and has served as the Co-Portfolio Manager for the firm’s international equity strategy since 2022. He joined RMB ...
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Governance Reforms Drive Compelling Opportunities in Korea and Japan

Sojung Park is a Portfolio Manager at Matthews Asia. She has been a Portfolio Manager of the Matthews Korea Active ETF since 2023, and of the Matthews Asia Dividend Fund and Matthews Asia Dividend ...
The Wall Street Transcript

Top Global Beverage Picks: Coca-Cola, AB InBev, and Monster

Carlos Laboy is a Managing Director at HSBC in New York. Mr. Laboy and his team cover major global beverage stocks listed in New York, London, Europe, Latin America, India and South Africa. He has ...
The Wall Street Transcript

Pressured Consumers Still Splurge on Flavor and Convenience

Connor Rattigan, CFA, is a Senior Equity Research Analyst and Vice President at Consumer Edge Research, specializing in food and beverage companies. Rattigan began his career at Liberty Mutual ...