In Conversation...
Our focus on top-down thematic trends and basket-level exposure occasionally risks minimizing the impact of single-name equities, which is why we’ve made it a focus to seek out conversations with the management of companies directly benefitting from and/or driving these market themes in our “In Conversation” series.
In Conversation: December 2024
Two-part "In Conversation" piece, with Energy Services Of America (ESOA), a multi-thematic beneficiary of US infrastructure and AirSculpt (AIRS), a sleeper GLP-1 beneficiary.
In Conversation: Alpha Teknova (TKNO US)
Our focus on top-down thematic trends and basket-level exposure occasionally minimizes the impact of single-name equities, which is why we’ve made it a focus to seek out conversations with the management of companies directly benefitting from and/or driving these market themes in our
In Conversation: Credo Semiconductor
We caught up with Dan O’Neil, VP of Investor Relations for Credo Semiconductor (CRDO US EQUITY) to talk about the current state and future of the silicon interconnect industry. We discussed a wide range of topics from the industry’s foray into 200G/lane, the sensitivities of end-use clients and Credo’s competitive advantages that have driven the stock to all time highs. CRDO has been one of the top performers in our CitriniResearch Global AI Beneficiaries selections, nearly tripling since we first mentioned it in our inaugural article for clients on May 30th 2024.
In Conversation: Tetra Tech Inc.
We spoke with Dan Batrack, CEO of one of our favorite stocks in our thematic basket on Water, Tetra Tech Inc. (TTEK US).