Nostalgia Is Not a Strategy: Adapting the Investing Playbook to a Changing World Order | EP208
February 3, 2026
28 Mins
%20--%3e%3csvg%20version='1.1'%20id='Layer_1'%20xmlns='http://www.w3.org/2000/svg'%20xmlns:xlink='http://www.w3.org/1999/xlink'%20x='0px'%20y='0px'%20viewBox='0%200%20107.7%2094'%20style='enable-background:new%200%200%20107.7%2094;'%20xml:space='preserve'%3e%3cstyle%20type='text/css'%3e%20.st0{fill:%236CC5F6;}%20%3c/style%3e%3ccircle%20id='Ellipse_252'%20class='st0'%20cx='-87.9'%20cy='130'%20r='39.5'/%3e%3cpath%20d='M41.5,80.2h-6c-0.6,0-1-0.4-1-1V52c0-0.6,0.4-1,1-1h6c0.6,0,1,0.4,1,1v27.2C42.5,79.8,42,80.2,41.5,80.2z%20M36.4,78.2h4V53%20h-4V78.2z%20M59.2,80.2h-6c-0.6,0-1-0.4-1-1V31c0-0.6,0.4-1,1-1h6c0.6,0,1,0.4,1,1v48.2C60.2,79.8,59.7,80.2,59.2,80.2z%20M54.2,78.2h4%20V32h-4V78.2z%20M78.3,80.2h-6c-0.6,0-1-0.4-1-1V17.3c0-0.6,0.4-1,1-1h6c0.6,0,1,0.4,1,1v61.9C79.3,79.8,78.9,80.2,78.3,80.2z%20M73.3,78.2h4V18.3h-4V78.2z%20M90.7,86.5H22.6V55.1l0,0l0,0v-34l0,0l0,0v-3.7c0-0.6-0.4-1-1-1s-1,0.4-1,1v2.7H17c-0.6,0-1,0.4-1,1%20s0.4,1,1,1h3.6v32.1H17c-0.6,0-1,0.4-1,1s0.4,1,1,1h3.6v30.4H17c-0.6,0-1,0.4-1,1s0.4,1,1,1h3.6V93c0,0.6,0.4,1,1,1s1-0.4,1-1v-4.5%20h32.6V93c0,0.6,0.4,1,1,1s1-0.4,1-1v-4.5h30.4V93c0,0.6,0.4,1,1,1s1-0.4,1-1v-4.5h1.1c0.6,0,1-0.4,1-1S91.3,86.5,90.7,86.5z%20M32.5,24.8L52.7,9.4l2.5,6.2c0.1,0.3,0.4,0.5,0.7,0.6s0.6,0,0.9-0.2L75.9,1.8c0.4-0.3,0.5-1,0.2-1.4c-0.3-0.4-1-0.5-1.4-0.2%20L56.6,13.7l-2.5-6.3c-0.1-0.3-0.4-0.5-0.7-0.6s-0.6,0-0.9,0.2L31.3,23.2c-0.4,0.3-0.5,1-0.2,1.4c0.2,0.3,0.5,0.4,0.8,0.4%20C32.1,25,32.3,24.9,32.5,24.8z'/%3e%3c/svg%3e)
What Does this Fund Invest In?
The Fund invests primarily in equity and equity-related securities and fixed-income securities from around the world. The Fund may invest in any part of the capital structure in both public and private entities.
Investor Suitability
Investors seeking long-term growth at low-medium risk.
Investment Strategy
A bottom up approach is taken to construct this Fund. The equities are chosen on a global basis and are coupled with the stability of investment grade Canadian bonds. Risk is further managed through extensive diversification across many industries, countries, and currencies.
Asset Mix‖
Equities
60.8%
Bonds
36.3%
Cash
2.9%
Top Holdings‖
| Top Holdings | Weight (%) |
|---|---|
| Mawer Canadian Bond Fund Series O | 30.9 |
| Mawer Global Credit Opportunities Fund Series O | 5.3 |
| Taiwan Semiconductor Manufacturing Co Ltd | 3.5 |
| Alphabet Inc | 3.1 |
| Cash and Cash Equivalents | 2.9 |
| Microsoft Corp | 2.9 |
| Amazon.com Inc | 2.5 |
| Marsh & McLennan Cos Inc | 2.1 |
| Visa Inc | 1.9 |
| Berkshire Hathaway Inc | 1.7 |
| SK hynix Inc | 1.6 |
| Meta Platforms Inc | 1.6 |
| Northrop Grumman Corp | 1.5 |
| Tencent Holdings Ltd | 1.4 |
| Wells Fargo & Co | 1.4 |
| Roche Holding AG | 1.3 |
| Orkla ASA | 1.3 |
| Bunzl PLC | 1.2 |
| Publicis Groupe SA | 1.1 |
| KDDI Corp | 1.0 |
| JPMorgan Chase & Co | 1.0 |
| Alimentation Couche-Tard Inc | 1.0 |
| Shell PLC ADR | 1.0 |
| Amphenol Corp | 1.0 |
| DNB Bank ASA | 1.0 |
Related Links
Nostalgia Is Not a Strategy: Adapting the Investing Playbook to a Changing World Order | EP208
February 3, 2026
28 Mins
Quarterly Update | Q4 2025 | EP206
January 15, 2026
21 Mins
Disclaimers