CS McKee’s Mario Tufano on Schwab Network: Who Fixes the AI Buildout’s Bottlenecks?
VIDEO - Mario Tufano explains why small and mid-cap companies may hold the key to the energy and infrastructure bottlenecks slowing the AI data center buildout.
Mario Tufano Discusses Small-Cap Opportunities on InvestmentNews
VIDEO - Mario Tufano, portfolio manager at CS McKee, sits down with InvestmentNews anchor Gregg Greenberg to highlight opportunities in small-cap stocks, and explain why the market’s smaller names will continue to outperform.
SCHAWB NETWORK: Mario Tufano on AI Creating New Small Cap Winners
VIDEO — Mario Tufano explains why small-cap stocks could be poised for a long period of outperformance, supported by strong earnings growth and infrastructure spending tied to the AI boom.
A Profile in Process Enhancements
THOUGHT LEADERSHIP — Improving the Ability to Identify Attractively Valued Opportunities.
North Square Active Insights Podcast
PODCAST — Featuring Mark Roach and Mario Tufano: How behavioral biases and investor mistakes be used to potentially capture alpha.
Congratulations to Eric Holmes on 20 Years
NEWS — CS McKee would like to congratulate Eric Holmes on is 20th Anniversary leading our Micro Cap Value Strategy.
