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What is Innovation in the Mid-Cap Space
Listen in as Ian Sexsmith, CFA, Portfolio Manager and Senior Research Analyst, Parnassus Investments, and David Armstrong, Director of Editorial Strategy & Operations, WealthManagement.com, discuss the untapped potential in mid cap tech stocks and the unique opportunities and risks they pose.
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Speakers
Ian Sexsmith
CFA Portfolio Manager, Senior Research Analyst
Ian Sexsmith is the lead Portfolio Manager of the Parnassus Mid Cap Growth Fund and a Senior Research Analyst. Mr. Sexsmith has responsibility for portfolio management for the firm’s Mid Cap Growth strategy. He joined Parnassus Investments in 2011 after serving as a Parnassus research intern. His prior experience includes work at Scotiabank and TD Bank Financial Group in Toronto. Mr. Sexsmith received his bachelor’s of commerce degree from the University of Manitoba, Canada, and his master’s degree in business administration from the University of California, Berkeley. He holds the CFA designation and is a member of the CFA Society of San Francisco.
David Armstrong
Director of Editorial Strategy & Operations, WealthManagement.com
David Armstrong is the director of editorial strategy & operations for Informa’s Wealthmanagement.com, a leading information portal for financial advisors. He’s a longtime business journalist who spent 10 years at Forbes magazine, and previously held reporting positions at Foxnews.com and McGraw-Hill. He is a graduate of the University of Wisconsin-Madison.
Founded in 1984, Parnassus Investments is an investment management company based in San Francisco, CA. The firm invests responsibly to build wealth for its clients by selecting businesses that the investment team believes have increasingly relevant products or services, sustainable competitive advantages and quality management teams for their high conviction portfolios. Every investment must meet rigorous fundamental and environmental, social and governance (ESG) criteria.
Environmental, Social and Governance Guidelines: The Fund evaluates financially material ESG factors as part of the investment decision-making process, considering a range of impacts they may have on future revenues, expenses, assets, liabilities and overall risk. The Fund also utilizes active ownership to encourage more sustainable business policies and practices and greater ESG transparency. Active ownership strategies include proxy voting, dialogue with company management and sponsorship of shareholder resolutions, and public policy advocacy. There is no guarantee that the ESG strategy will be successful.
Investments involve risk and principal loss is possible.
The Fund’s share price may change daily based on the value of its security holdings. Stock markets can be volatile, and stock values fluctuate in response to the asset levels of individual companies and in response to the general U.S. and international market and economic conditions. In addition to large cap companies, the Fund may invest in small and/or mid-cap companies, which can be more volatile than large cap firms. Security holdings in the fund can vary significantly from broad market indexes.
© 2021 Parnassus Investments, LLC. PARNASSUS, PARNASSUS INVESTMENTS, and PARNASSUS FUNDS are federally registered trademarks of Parnassus Investments, LLC. The Parnassus Funds are distributed by Parnassus Funds Distributor, LLC.
Before investing, an investor should carefully consider the investment objectives, risks, charges and expenses of a fund and should carefully read the prospectus or summary prospectus, which contains this and other information about the fund. A prospectus or summary prospectus can be obtained on the Parnassus Investments website, www.parnassus.com, or by calling (800) 999-3505.
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What is Innovation in the Mid-Cap Space
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