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
Whats love got to do with it investing

What’s love got to do with it? (Investing)

Leave it to the “boring” folks at Mawer to turn an idea about love into a blog about investing.

February 12, 2019 10 Mins
Not boring finds January 2019

(Not) boring finds for January 2019

This month, we raised our eyebrows at a visualization of global government debt, wondered about how much information in investing is too much, and agreed that sticking to a long-term strategy can help both investors and companies outperform over time.

January 30, 2019 2 Mins
Management matters

Management matters

One reason we look for great managers is because they frequently surprise on the upside by extending growth runways and increasing business durability, which ultimately leads to greater value.

January 2, 2019 2 Mins
Not boring finds for 2018

(Not) boring finds for 2018

With reminders about volatility; a glance into the economics of craft beer; the consumer effects of trade wars; and demonstrating causality from McRib sales…these seven provide quite the spectrum.

December 26, 2018 2 Mins
Managing investments for foundations and not for profits EP22

Managing investments for foundations and not-for-profits | EP22

Institutional portfolio manager, Andrew Johnson, discusses key investment issues foundations and not-for-profits are facing in today's environment

November 28, 2018 33 Mins
Playing the plan Mawers global small cap portfolio EP21

Playing the plan: Mawer’s global small cap portfolio | EP21

Deputy CIO, Christian Deckart, discusses global small cap portfolio holdings to demonstrate the small cap life cycle, how M&As present a double-edged sword, and how the team continues to turn over new stones.

November 21, 2018 24 Mins
The art of the management team interview EP20

The art of the management team interview | EP20

Global small cap equity analyst, Karan Phadke, discusses his experience interviewing management teams. He reveals why assessing a management team’s strength is so important to our investment philosophy, the characteristics we look for, and explains the difference between an “architect”...

November 7, 2018 27 Mins
Playing the plan Mawer international equity portfolio EP19

Playing the plan: Mawer’s international equity portfolio | EP19

David Ragan, co-manager of Mawer’s international equity strategies, discusses the current economic environment, what changes have been made to the portfolio as a result, and highlights holdings in the exciting worlds of nanotechnology, door locks, and pharmacies.

October 24, 2018 35 Mins
Quarterly update 3Q 2018

Quarterly update | 3Q 2018 | EP18

This episode features insights from the third quarter by Greg Peterson, portfolio manager of Mawer’s balanced and global balanced strategies.

October 10, 2018 19 Mins
Playing the plan Mawers global balanced portfolio EP17

Playing the plan: Mawer’s global balanced portfolio | EP17

CIO and co-manager, Paul Moroz, discusses how to build the most resilient global portfolio possible and reveals Mawer’s four building blocks to risk management.

September 26, 2018 27 Mins

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