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Newsletters and Articles

Here is a collection of the most recent quarterly investment newsletters. In addition to the newsletters, we have also included links to articles written by Mawer we feel would be of interest. To view a complete achive of articles please click here.

Newsletters

1Q13 Investment Newsletter - Alliance

(PDF - 474 KB)

4Q12 Investment Newsletter - Alliance

(PDF - 1.4 MB)

3Q12 Investment Newsletter - Alliance

(PDF - 399 KB)

2Q12 Investment Newsletter - Alliance

(PDF - 1.2 KB)

Article Links

Mawer Insight 37 - Business Matters

Jeff Mo, CFA
Stocks or Businesses; The Core of a Good Business; The Output

Mawer Insight 35 - Diversification: The Long and the Short of Diversification in Equity Markets

Gavin Preston, CFA
Gimmie Shelter! Does diversification work in market corrections?; Historically Speaking: Does it work over the long-term?

Mawer Insight 26 -  Could You Forecast the Weather in Calgary? (Aug 2009)

Desmond Martin CFA, Mawer Investment Management Ltd.
Understanding what you can control is imperative to investment management; tools of the investment trade; increasing the chances of being right

Mawer Insight 19 - Mawer's Bond Investment Philosophy (Nov 2008)

Steven Visscher CFA, Mawer Investment Management Ltd.
The importance of bonds; three aspects of Mawer's philosophy; current snapshot and results

Mawer Insight 18 -  Mawer's Equity Investment Philosophy and Process (Oct 2008)

Steven Visscher CFA, Mawer Investment Management Ltd.
Many approaches to managing equities; the philosophy that Mawer follows; our step-by-step process