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Kwesi Smith, CFA

Global Research Analyst

Kwesi Smith, CFA, is a global equity research analyst. He covers large-cap consumer companies. Before joining the firm in 2015, Kwesi was an equity research analyst for TimesSquare Capital Management for 10 years. In this role, he supported the firm’s research efforts across a variety of sectors, including healthcare, technology, media/cable, defense, and consumer, before focusing on healthcare. Before that, Kwesi worked at MetLife Investments as a technology, media/cable, and telecom fixed-income research analyst and provided credit analysis across a variety of fixed-income asset classes, including high yield, private placement, leveraged finance, and investment-grade public corporates. He is on the governing board of 3Arts and Breakthrough. He is also a member of the CFA Institute and the CFA Society Chicago. Kwesi received a B.S. from the University of Virginia’s McIntire School of Commerce.

Sportswear: Sweet Success Amid COVID-19?

Sportswear: Sweet Success Amid COVID-19?

As a discretionary good, sportswear may seem an unlikely winner in the wake of COVID-19. But the category—which includes athletic apparel and footwear—has some unique characteristics that make us think it will emerge just fine. In fact, for stronger companies, we...

Changing Consumer Consumption Trends

Changing Consumer Consumption Trends

Consumer behavior is changing, and to be successful, brands have to keep up—but many are struggling because they feel like the inmates are running the asylum. They can’t control the marketing message or the distribution anymore. In this two-post series, I explain...

What Consumers Want: Amazing First Date

What Consumers Want: Amazing First Date

When you invest in global consumer companies as we do, you have to develop a framework to understand the consumer’s state of mind—and one of those frameworks I casually refer to as “The Amazing First Date.” This framework is based on American psychologist Abraham...

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