Insights

TSCM || Emerging Markets, With or Without China

Investing Beyond Borders: Weighing China’s impact amid economic and geopolitical shifts.

TSCM Quarterly Newsletter

Welcome to the inaugural edition of our quarterly newsletter! Crafted with the latest updates on our firm, market trends, and insights from our investment team.

TSCM Flash Thought

DeepSeek – AI Dilemma or Investment Opportunity.

TSCM || Beyond the Headlines

Navigating Semiconductor Cycles: Uncover how end-market exposure shapes the evaluation of semiconductor companies in a dynamic industry.

2Q24 Mid Cap Growth Review with Sonu Chawla, CFA (Webcast)

Here with us to discuss the 2^nd quarter for the U.S. Mid Cap Growth strategy is Portfolio Manager, Sonu Chawla, CFA.

 Sonu and Ron Ongaro, CAIA review Q2 2024 performance.

TSCM Flash Thought

Warning! Indexes are Riskier than they Appear.

TSCM || The Importance of Quality

Defining Quality in Investing: Explore how TimesSquare integrates quality in our investment approach.

1Q24 Mid Cap Growth Review with Sonu Chawla, CFA (Webcast)

Here with us to discuss the 1^st quarter for the U.S. Mid Cap Growth strategy is Portfolio Manager, Sonu Chawla, CFA.

 Sonu and Ron Ongaro, CAIA review Q1 2024 performance.

TSCM || The Next Chapter: Japan’s Quality Growth Story Unfolds

Exploring Japan’s Investment Landscape: Dive into our latest insights on how market dynamics are reshaping investment opportunities in Japan.

TSCM || Growth is Where the Growth is

Unlocking the Power of Small Caps: Discover why TimesSquare prioritizes growth for long-term success.

4Q23 Mid Cap Growth Review with Sonu Chawla, CFA (Webcast)

Here with us to discuss the 4^th quarter for the U.S. Mid Cap Growth strategy is Portfolio Manager, Sonu Chawla, CFA.

 Sonu and Ron Ongaro, CAIA review Q4 2023 performance.

Taiwan Talks with David L. Oh (Interview)

Looking beyond Taiwan Semiconductor Manufacturing Company (TSMC): In his latest trip to Taiwan, David Oh dove into Emerging Markets Small Cap investing with Alex Lee at Taiwan Talks and discussed Taiwan’s role in the global investment landscape. 

https://www.youtube.com/watch?v=3Rxsp–tPK8

This webcast is for your information and is provided for educational purposes only. The views expressed are the views of TimesSquare Capital Management, LLC only through the period ended January 31, 2024, and are subject to change based on market and other conditions. The opinions expressed may differ from those with different investment philosophies. The information we provide does not constitute investment advice and it should not be relied on as such. It should not be considered an offer or solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. All material has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information. Past performance does not guarantee future results.

TimesSquare Capital Management LLC is a fundamental research-oriented equity investment management firm specializing in growth equity strategies. Our strategies cover U.S. based domestic and non-U.S. based global equities. We use a well-established, team approach to growth investing that has been in place since the mid-1980s. Our goal is to build diversified portfolios of growth stocks that generate competitive risk-adjusted returns. To learn more about TimesSquare, please visit our website at TSCMLLC.com.

TSCM Flash Thought

Is it time for small caps to shine?

TimesSquare | GLP-1

What is TimesSquare’s perspective on the GLP-1 phenomenon?

TimesSquare’s coverage of the biotechnology, pharmaceuticals and medical devices industries is led by our own Global Health Care Portfolio Manager, David Ferreiro, Ph.D. (Ph.D. in Microbiology and Immunology from the Albert Einstein College of Medicine). David has summarized TimesSquare’s position in the attached PDF.

To read more about TimesSquare’s investments in Health Care, please visit our Resources Page.

Emerging Markets Small Cap with David L. Oh (Webcast)

Following in our webcast series we are excited to highlight Emerging Markets Small Cap, with Portfolio Manager, David L. Oh.

David and Leona Yang, CFA discuss his recent travels to Asia, innovative trends & key factors in the industry, as well as why small cap is the “true” emerging market.

Mid Cap: Another Look at the Sweet Spot of Investing

Over the years, the Mid cap market niche has demonstrated attractive characteristics, however, it tends to be under-allocated. With its appealing risk/return characteristics along with a nice blend of growth and quality, we believe this space presents a compelling investment case and merits consideration for investors’ portfolio allocation.