Zero-To-24-Hours-Part-I.jpg

Zero to 24 hours

“I constantly see people rise in life who are not the smartest, sometimes not even the most diligent, but they are learning machines. They go to bed every night a little wiser than they were when they got up ...

February 19, 2015 9 Mins
Know-What-You-Dont-Know.jpg

Know what you don't know

As an avid basketball fan I have been enjoying the recent success of the Golden State Warriors, who currently hold the best record in the NBA’s Western Conference.

February 10, 2015 3 Mins
Escalated-Danger-Rating.jpg

Escalated danger rating

Financial markets function relatively well most of the time; it is only on occasion that markets break, the system goes awry and crises ensue. Recently, we have noticed many signals that leave us concerned that we could be headed towards...

February 5, 2015 4 Mins
Beware-the-Camel-in-the-Tent.jpg

Beware the camel in the tent

Our Director of Research, Vijay Viswanathan, was six years old when his grandfather visited him from India. A loud and animated man whose hands waved when he spoke, Thatha (“grandfather” in Tamil) was a prodigious storyteller.

January 28, 2015 21 Mins
A-World-Without-OPEC.jpg

A world without OPEC

When my siblings and I were young, my parents often took us on long road trips throughout Canada. Five kids would pile into a beat-up blue van and we’d hit the road, making a quick stop at the closest gas...

January 22, 2015 7 Mins
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5 great lessons from distressed debt guys

My colleague James spent time with some distressed debt investors last week. Now, as a bond investor, James is already less positive and more cynical than the stereotypical equity manager.

January 13, 2015 6 Mins
Not boring finds for April 2019

(Not) boring finds for April 2019

Our finds this month include thoughts about growth prospects for the world’s major economies, the world’s first glimpse of a black hole, Howard Marks on the need for responsible capitalism, and how the business of content streaming is going to evolve.

May 1, 2019 2 Mins
Be a cog not a clog Servicing complex value chains

Be a cog, not a clog: Servicing complex value chains

It all comes down to the value proposition a company provides to the client.

April 17, 2019 4 Mins
Not boring finds for March 2019

(Not) boring finds for March 2019

Our finds this month include insights into the future of ecommerce, why investing in good service can bolster a business model, Howard Marks on what an investor needs to succeed, and a nudge to laugh a bit more in the office.

March 27, 2019 2 Mins
Every BEEP matters

Every BEEP matters

We focus on best execution (avoiding the steamroller), but also try not to lose sight of the knowledge that a penny lost might be worth dollars of return should our investment thesis be correct.

March 20, 2019 6 Mins
Not boring finds for February 2019

(Not) boring finds for February 2019

Our finds this month include a case for “Peak Investment Industry”; the surprisingly old history of modern ETFs; Jeff Bezos on the importance of being customer-focused; and the incredible advancements in augmented reality—imagine watching a full scale whale swim by...

March 1, 2019 1 Mins
Why culture is important to risk management

Why culture is important to risk management

One of the most important elements of our risk management framework is our decision-making environment. We spend a lot of time focusing on our team culture because it’s the foundation on which better investment decisions are made.

February 27, 2019 4 Mins
Playing the plan Mawer Canadian small cap portfolio EP34

Playing the plan: Mawer’s Canadian small cap portfolio | EP34

Lead manager Jeff Mo discusses the psychology that drove the Canadian economy over the past 6 months, the correlation between Canadian and emerging markets equities, and what a holding “meeting our expectations” means at Mawer.

May 8, 2019 25 Mins
Quarterly update Q1 2019 EP33

Quarterly update | 1Q 2019 | EP33

Featuring insights from the first quarter from Balanced and Global Balanced Fund co-manager and Asset Mix Chair, Greg Peterson.

April 10, 2019 17 Mins
Playing the plan Mawer Canadian equity portfolio EP32

Playing the plan: Mawer’s Canadian equity portfolio | EP32

Director of Research and Canadian equity lead manager Vijay Viswanathan discusses the overall Canadian economy, the problem with investing in natural gas and gold, and the amount of foreign exposure in the portfolio.

April 3, 2019 40 Mins
Decentralized structures a competitive advantage EP31 2

Decentralized structures: a competitive advantage | EP31

Equity analyst John Wilson discusses how decentralized organizations can maintain agility and operational excellence as a defense to the negative aspects of change.

March 13, 2019 25 Mins
Playing the plan Mawer emerging markets equity portfolio EP30

Playing the plan: Mawer's emerging markets equity portfolio | EP30

Lead portfolio manager, Peter Lampert, discusses the current environment for the emerging markets equity portfolio.

March 6, 2019 18 Mins
Good travels The many business models found in the travel industry EP29

Good travels: The many business models found in the travel industry | EP29

On this episode, institutional portfolio manager, Rob Campbell, explores a few different types of business models in the travel industry and their respective risks and competitive advantages.

February 20, 2019 24 Mins

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Playing the plan: Mawer’s Canadian small cap portfolio | EP34

Be a cog, not a clog: Servicing complex value chains

Playing the plan: Mawer’s Canadian equity portfolio | EP32

Why culture is important to risk management


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