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Curtis C. Simard serves as the President and CEO of Bar Harbor Bankshares and its subsidiary, Bar Harbor Bank & Trust. Founded in 1887, Bar Harbor Bank & Trust is a full-service community bank ...

Andrew Dalrymple is Founder, Director and CIO at Aubrey Capital Management, as well as being lead Investment Manager of the Global Emerging Markets and Global Equity strategies. A graduate of ...

Let’s start with a bit about GlobeFlex as a firm, its history, business today, and anything that you feel differentiates it from peers. Mr. Goswami: GlobeFlex was founded in 1994 by Robert Anslow and ...

Let’s start with an overview of Curi Capital and RMB Funds, an introduction to the business, if you will. Mr. Plumb: Curi Capital is a registered investment advisory firm dedicated to growing and ...

Harold Edwards has been the President and Chief Executive Officer of Limoneira Co. since 2004. The California-based citrus and avocado company dates back to 1893 and became publicly listed in 2010.

We have a few different funds to talk about today, but before we dive into that, would you give our readers a brief introduction to U.S. Global Investors’ business and overall investment management ...

Andresian “Andre” D’Rozario is Co-Founder, Chairman and Chief Executive Officer of Vantage Corporation. Mr. D’Rozario became CEO of Vantage in 2012 and Chairman of the Board in 2024. In 2012, he ...

TWST: Let’s start with an overview of your coverage universe and anything you’d note that you feel differentiates your research.

By way of introduction, could you tell us a bit about your professional background and your current role at Van Berkom? Mr. Ling: Happy to. I’m currently a global portfolio PM for both the Global ...

Let’s start with a brief introduction to the firm. What do you think is important for readers to know about Matthews Asia’ history and its overall business today? Ms. Park: I want to highlight that ...

Dan Su, CFA, is an equity analyst for Morningstar. She covers alcoholic and non-alcoholic beverages, beauty and food retail for the consumer team. Before joining Morningstar in 2022, Ms. Su worked for ...