Not boring finds for October 2019

(Not) boring finds for October 2019

This month’s finds include a think-piece on the rise of negative interest rates; a spotlight on Shopify’s origins; what WeWork demonstrates about private vs. public markets for tech stocks; and a look into how humanity’s obsession with gambling has influenced mathematics.

October 30, 2019 2 Mins
Columbia Business School interviews Paul Moroz CIO

Columbia Business School interviews Mawer CIO

CIO Paul Moroz was interviewed by Columbia's Business School about how he got into investing, his experiences, and more.

October 23, 2019 34 Mins
Not boring finds for September 2019

(Not) boring finds for September 2019

Our finds this month include short, helpful investing philosophies to keep in mind and on hand; a case for statistical literacy in civic life; the intriguing history of money as a means of trade; and ways to handle our behavioural biases.

September 25, 2019 2 Mins
avoiding the group of death

Avoiding the group of death

The strength of your competition has an important bearing on your own odds of success.

September 18, 2019 5 Mins
mawers autumn reads 2019

Mawer's autumn reads 2019

We thought we’d channel some of that “back to school” enthusiasm and provide a few recommended reads. (Why should kids have all the fun?!) Each selection was hand-picked from our Research team. Happy reading everyone!

September 11, 2019 3 Mins
Not boring finds for august 2019

(Not) boring finds for August 2019

On the docket this August is another memo from Howard Marks; a guide on the recent yield curve inversion; Jim O’Shaughnessy on the challenges but potential upsides of active investing; and the reminder that investors have more of a time...

August 28, 2019 2 Mins
Scuttlebutt and its dramatic effect on long term investing

Scuttlebutt and its dramatic effect on long-term investing | John Wilson | EP10

John Wilson, analyst on Mawer’s global small cap equity strategy, defines scuttlebutt and its competitive advantage for long-term investors.

July 4, 2018 19 Mins
Underweight Our take on Japan

Underweight: Our take on Japan | David Ragan | EP09

David Ragan, portfolio manager of Mawer’s international equity strategies, reveals why the portfolio is—and has always been—underweight in Japan.

June 20, 2018 21 Mins
Getting in alignment Why investors need to pay attention to executive compensation

Getting in alignment: Why investors need to pay attention to executive compensation | Jeff Mo | EP08

Jeff Mo, portfolio manager of Mawer’s Canadian small cap strategies, discusses the importance of executive compensation to long-term investment performance.

June 6, 2018 35 Mins
Playing the plan Mawers equity philosophy in action

Playing the plan: Mawer's equity philosophy in action | Christian Deckart | EP07

Christian Deckart, Deputy CIO and co-manager of global small cap and global equity strategies, takes us on a journey through the Mawer investment philosophy by walking us through the investment thesis of four of the global small cap strategy’s top...

May 23, 2018 35 Mins
The competitive advantage of high performing teams

The competitive advantage of high performing teams | Vijay Viswanathan | EP06

Vijay Viswanathan, Mawer’s Director of Research, on the key characteristics of high performing investment teams.

May 9, 2018 32 Mins
Supersize me Province of Alberta goes large and issues first time benchmark euro denominated bond

Supersize me: Province of Alberta goes large and issues first-time benchmark euro-denominated bond | James Redpath | EP05

James Redpath (JR), Mawer fixed income portfolio manager, answers why the Alberta government issued a benchmark euro-denominated bond—four to five times the average deal size in Canada—and what it may mean for the Canadian debt market.

April 25, 2018 15 Mins

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Mawer's autumn reads 2019


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