Growth Equity Data Room

The archive of our ex-ante views that materialized into ex-post results are available across our quarter updates, white papers, and fact sheets below.

Strategy Materials

Growth Equity Strategy Resource

Our team engages with endowments, family offices, pensions, foundations, and other exclusive institutions.

Michael Parker, CFA®

Partner, Chief Investment Officer

Close
Michael Parker, CFA®
Partner, Chief Investment Officer

A financial technologist

Mike is the lead portfolio manager for the SWS Growth Equity strategy. With experience on both the buy and sells sides, Mike brings institutional research and portfolio management framework to SWS Partners.

Mike believes in leveraging new technologies across every facet of firm operations. It’s a core tenet to the firm’s investment operations and the investment processes underlying all internally managed strategies. He has helped shape the SWS investment framework to embrace the disruptive capabilities of deploying technology to create value for clients.

  • 24-years of investment experience, most recently as a portfolio manager for $4 billion of actively managed equities at Ohio Public Employees Retirement System (OPERS)
  • Focuses on both asset management and asset allocation for institutions, endowments, foundations, and the uniquely wealthy
  • Holds his CFA charter as a member of the CFA Institute
Kurt Grove, CFA®

Partner, Portfolio Manager

Close
Kurt Grove, CFA®
Partner, Portfolio Manager

A meticulous risk assessor

Kurt is an accomplished portfolio manager leveraging experience on the buy-side and in risk management to bring an institutional research and portfolio management framework to SWS Partners.

Kurt believes in focusing equally on a quantitative and qualitative approach to help benefit clients. At SWS, Kurt streamlines the investment process through technology and automation, while focusing on companies that leverage their technology to create value for shareholders.

  • 11 years of experience, most recently as an analyst of active long-only US equities at Ohio Public Employees Retirement System (OPERS)
  • Focuses on both asset management and asset allocation for institutions, endowments, foundations, and the uniquely wealthy
  • Holds his CFA charter as a member of the CFA Institute

In the News

IMPORTANT NOTICE

This content is intended solely for investors who meet SWS Partners, LLC’s eligibility criteria for institutional investment management services. It is not intended for the general public or for investors who do not meet the Firm’s institutional service requirements. It contains performance, fee, and related information specific to institutional accounts, which are managed outside of a wrap fee program and may differ from the information applicable to wrap fee or other wealth management accounts.

By clicking “I Agree,” accessing this content, or proceeding further, you certify and acknowledge that:

  • You are an Institutional Investor, as defined below, or are accessing this content solely on behalf of an Institutional Investor;
  • You understand that this content relates specifically to the Firm’s institutional investment management services and may not apply to wrap fee or other wealth management accounts; and
  • You will not distribute, share, quote, or otherwise make this content, or any portion of it, available to any person who does not meet the Firm’s institutional service eligibility requirements.

DEFINITION OF INSTITUTIONAL INVESTOR

For purposes of accessing this content, an “Institutional Investor” includes:

  • A bank, savings and loan association, insurance company, or registered investment company;
  • An investment adviser registered with the SEC or a state securities authority;
  • A governmental entity or political subdivision;
  • An employee benefit plan or qualified retirement plan; or
  • A corporation, partnership, trust, foundation, endowment, nonprofit organization, or other legal entity that meets the Firm’s institutional account minimum.

A person authorized to act solely on behalf of any of the foregoing may also access this content.

You further acknowledge that accessing this content does not create an advisory relationship or guarantee eligibility for any particular investment strategy or service. Institutional fee arrangements are generally negotiated based on the services provided and the circumstances of each engagement.

I Agree