LongRGENSep 2026
Repligen Corporation
TimesSquare owns Repligen for its role as a supplier of essential reagents and precursors used to manufacture biological medicines, sometimes as the sole source. The announced…
TimesSquare Capital Management, LLC
Fundamental, bottom-up global small-cap growth investing in companies with strong management, competitive advantages and sustainable growth.8 published ideas
TimesSquare Capital Management, LLC is a registered investment adviser managing growth-equity portfolios. Its Global Small Cap strategy seeks quality businesses across developed markets through company-level research and a diversified portfolio of approximately 110 stocks. The composite began on January 1, 2018.
Ideas from TimesSquare Capital Management, LLC
LongROADSep 2026
Construction Partners, Inc.
TimesSquare initiated Construction Partners after meeting management and identifying benefits from consolidation and vertical integration. The business builds and maintains…
LongEBCSep 2026
Eastern Bankshares, Inc.
TimesSquare established a new position in Eastern Bankshares, a New England regional bank. The central part of the thesis is significant excess capital that can finance elevated…
Long8354Sep 2026
Fukuoka Financial Group, Inc.
TimesSquare added to Fukuoka Financial throughout the quarter as Japan moved into a higher interest-rate environment. Earnings exceeded expectations and profits rose 27% year…
LongVCTRSep 2026
Victory Capital Holdings, Inc.
TimesSquare viewed Victory Capital’s continuing net inflows and proposed acquisition of First Eagle Investments favorably. The asset manager’s autonomous investment boutiques use…
LongRRXSep 2026
Regal Rexnord Corporation
TimesSquare modestly added back to Regal Rexnord after concluding that the stock’s sharp decline was overly punitive. The company provides motion control, climate solutions and…
LongVVVSep 2026
Valvoline Inc.
TimesSquare added to Valvoline after an earnings-driven share-price pullback, believing the disruption to margins from oil-related input costs is temporary. Comparable sales grew…
LongMYRGSep 2026
MYR Group Inc.
TimesSquare added to MYR Group despite a sharp share-price decline driven by fears of political opposition to U.S. data-center construction. The company builds electric utility…
Letters covered
- Global Small Cap Representative Commentary - 3Q 2026September 30, 2026
Source PDFs are not republished here; only extracted ideas and quotes.