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Investment Approach
Moneyball and automation: introducing "The Lab" | Justin Anderson | EP03
April 4, 2018

This episode features the investment insights of Justin Anderson, Canadian equity analyst and leader of Mawer’s zone of experimentation known as The Lab. The Lab focuses on two main areas:

  1. applying new technologies to garner an investment edge
  2. automating and streamlining the investment process

Highlights include:

  • the analogy of poker and the need to find the weakest table
  • our views on the human plus machine model
  • moneyball applied to investment decision-making
  • the machine-driven ratings of Rotten Tomatoes

 

A transcript of this episode is available below, modified for a more enjoyable reading experience. For more posts exploring the ideas we talk about in the episode, check out our Related Reads links.
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This blog post is solely intended for informational purposes and should not be construed as individualized investment advice, research, or a recommendation to buy, sell or hold specific securities. Information provided reflects current views based on data available at the time or writing and may change without notice. Mawer Investment Management Ltd. and/or its clients may hold positions in the securities mentioned, which may create a potential conflict of interest. While efforts are made to ensure accuracy, Mawer Investment Management Ltd. does not guarantee the completeness or accuracy of this information and disclaims liability for any reliance placed on the publication. Mawer Investment Management Ltd. is not liable for any damages arising out of, or in any way connected with, its use or misuse.
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This blog post is solely intended for informational purposes and should not be construed as individualized investment advice, research, or a recommendation to buy, sell or hold specific securities. Information provided reflects current views based on data available at the time or writing and may change without notice. Mawer Investment Management Ltd. and/or its clients may hold positions in the securities mentioned, which may create a potential conflict of interest. While efforts are made to ensure accuracy, Mawer Investment Management Ltd. does not guarantee the completeness or accuracy of this information and disclaims liability for any reliance placed on the publication. Mawer Investment Management Ltd. is not liable for any damages arising out of, or in any way connected with, its use or misuse.