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 ...

Let’s start with an overview of your coverage universe and anything you’d note that you feel differentiates your research. Mr. Shanker: I have been at Morgan Stanley for coming up on 22 years. I was ...

Carlos, you’ve been analyzing the global beverage industry for three decades. Tell us a little bit about your background and how you got into the specialty and then your coverage at HSBC — which ...

Welcome. For starters, tell our readers about Limoneira and its history. Mr. Edwards: Limoneira was founded in 1893 by the founders of the Union Oil Company. About a half of a mile to the north of my ...

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 ...

Let’s start by introducing our readers to Inspirato with a bit about the company’s history over the years and any important milestones that you would note. Mr. Zamani: The company has been around ...

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John E. Deysher, CFA, is President of Bertolet Capital LLC, adviser to the Pinnacle Value Fund. He is responsible for the fund’s daily investment activities and has more than 40 years of investment ...

Bryn Harman, CFA, is Chief Executive Officer and Chief Investment Officer at Palouse Capital Management, Inc. Mr. Harman oversees all investment processes at PCM and is the portfolio manager for the ...

Mike Rosborough is a Managing Director and Head of Macro for the Broad Markets Fixed Income team at Morgan Stanley Investment Management. Prior to joining MSIM in 2025, Mr. Rosborough was Senior Vice ...

Patrick McVeigh is the President and Chief Investment Officer of Reynders, McVeigh Capital Management, LLC. Mr. McVeigh is widely recognized as a pioneer in bringing together traditional investment ...

Jordan Pryor, CFA, is a Co-Portfolio Manager of the Integrated Global Equity Strategy in the Global Equity Division of T. Rowe Price. In addition, he is an Investment Advisory Committee member of the ...