TimesSquare Capital Management
TimesSquare US Small Cap Growth Strategy
US Small-cap Growth
Jun 2025 → Sep 2025
Our archive holds 2 letters from this strategy, behind 2 investment theses and positions in 2 companies. Every quote below is copied verbatim from the letter it came from.
2 letters in a year — follow all of TimesSquare Capital Management for every strategy.
Its investment theses
- Mirion TechnologiesSep 2025Mirion Technologies is a leading manufacturer of radiation detection products for nuclear power and medical applications, serving over 95% of global nuclear reactors and 80% of cancer centers, recently enhancing its portfolio through the acquisition of Paragon Energy Solutions.
- UniFirst CorporationSep 2025UniFirst Corporation is positioned for improved margins and share price benefits due to recent technological upgrades enhancing operations and customer service.