Sonu Chawla - Managing Mid Cap Exposure - $TSCM

Sonu Chawla - Managing Mid Cap Exposure - $TSCM

From The Business Brew by Bill Brewster

March 26, 2026 · 1h 12m

About this episode

Sonu Chawla discusses her investment philosophy and strategies for managing mid cap exposure.

Sonu Chawla of Times Square Capital Management shares her investment philosophy, focusing on growth with a conscience, valuation discipline, and management assessment. Stocks discussed include Argenx, Carpenter Technologies, Cheniere, and JFrog. The conversation provides insights into how Sonu navigates market dislocations, valuation challenges, and sector opportunities. Sonu's bio: Sonu is a Director, Portfolio Manager/Analyst, and Partner in TimesSquare’s growth equity group. She is responsible for research coverage of the Software, Technology Services, and Internet & Communications sectors within TMT industry. Sonu joined TimesSquare in August 2018 from Pine River Capital Management, a multi-strategy hedge fund where she was a Senior Analyst covering TMT sectors across Software, Internet, Services, Hardware and Telecom. Her previous research analyst experiences were as a Senior TMT Analyst at Surveyor Capital platform of Citadel and an Analyst at Fred Alger Management. Sonu has an M.S. in Mathematics and Computer Science from Indian Institute of Technology, Delhi and an M.B.A from Kellogg School of Management at Northwestern University. She is a member of the CFA Institute…

People in this episode

Host: Bill Brewster

Guest: Sonu Chawla

Topics covered

  • investment philosophy
  • growth investing
  • valuation discipline
  • market dislocations
  • sector opportunities

Keywords

  • investment
  • mid cap
  • valuation
  • market dislocations
  • growth equity

Sponsors

Trata

Mentioned in this episode

Organizations: Times Square Capital Management, Pine River Capital Management, Citadel, Fred Alger Management, CFA Institute, CFA Society New York

Products: Trata, Argenx, Carpenter Technologies, Cheniere, JFrog

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