Tell us about your firm and please introduce your fund. Mr. Deysher: The Pinnacle Value Fund is an SEC-registered mutual fund launched on April 1, 2003, with a mandate to invest in small and micro-cap ...

TWST: Thanks for joining us. I understand that you have almost four decades of experience in the industry, but could you explain your current role at Morgan Stanley and what you’re doing for their ...

We spoke about a year ago, but let’s refresh our readers on the founding and history of the firm. I believe this year is its 20th anniversary. Mr. McVeigh: It is, yes. We were founded in 2005 with the ...

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Tom van Aken is Avantium’s CEO and a member of the Management Board. Mr. van Aken joined Avantium in 2002 as Vice President of Business Development. After becoming Vice President Global Marketing and ...

TWST: It has been a few years since you last spoke with us, so let’s start with a refresher on Shelter Rock Management, a bit about the company’s history and your ...

Sunil Reddy, CFA, is the Head of Fiera Apex and Lead Portfolio Manager. Mr. Reddy brings more than 30 years of diverse investment management experience to Fiera Capital Inc. His background includes ...

Tom Forte, CFA, rejoined Maxim Group LLC as Managing Director and Senior Consumer Internet Analyst in March 2024. He worked at the firm previously from 2016-2017. Mr. Forte brings decades of consumer ...

Silviu Itescu, MBBS, FRACP, is the Chief Executive Officer and Managing Director of Mesoblast Limited. Dr. Itescu has served on Mesoblast’s board of directors since the company’s founding in 2004, was ...

David Swartz is a senior equity analyst, consumer research, for Morningstar, Inc. He covers department stores, specialty retailers, and manufacturers and retailers of apparel, footwear, and ...

Marvin Fong, CFA, is a Director at BTIG with coverage of Consumer and Technology Services, including e-commerce platforms, information service providers, and automotive services. Previously, he ...

Brian Recht is a Portfolio Manager at Janus Henderson Investors. He was an Assistant Portfolio Manager from 2020. Additionally, he serves as a Research Analyst primarily focused on companies in the ...