PM Spotlight: Wired for Growth
Mike Smith is a senior portfolio manager and head of Allspring’s Growth Equity team. His team’s diversified approach focuses on stocks with robust, sustainable, and underappreciated growth across the market-cap spectrum.
Key takeaways
- The team’s eight sector analysts and four portfolio managers focus on health care technology, consumer discretionary, and industrials across the market spectrum to leverage best ideas.
- The next phase of technology opportunities includes non-tech stocks that are winning because of their investment in tech and the wider and deeper moat this investment creates.
- When engaging smaller companies, the team sometimes helps management navigate new territory, adding value to the firm as they deploy capital to add alpha to the portfolios.
Related insights
Bryant VanCronkhite is a senior portfolio manager and co-head of Allspring’s Special Global Equity team. The team looks for market inefficiencies using a CPA’s knowledge and approach to analyzing financial statements.
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