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.
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