Made-in-Detroit-Seeing-Value-Where-Others-Do-Not.jpg

Made in Detroit: Seeing value where others do not

A scrappy, twenty-something-year old from Detroit, Andy Didorosi does not fit into the typical image of American capitalism.

May 22, 2014 5 Mins
The-Danger-in-a-Single-Story.jpg

The danger in a single story

In the months since the news of the crisis in Ukraine first broke, media outlets have followed a conflict that has gone from an internal matter to one that is international in scope.

May 1, 2014 4 Mins
Engrained-Truth.jpg

Engrained “truths”

The date was November 9, 1989. George Bush Sr. sat in the oval office, a host of senior intelligence officers before him. These officers were in the midst of explaining to the President why the Berlin Wall was most certainly...

April 22, 2014 4 Mins
The-Mountains-We-Climb.jpg

The mountains we climb: Failure and the pursuit of the extraordinary

It was pitch black and a frigid -30 degrees when we began our descent. What meagre light we had came from beat up headlamps and the muted glow of stars.

April 4, 2014 27 Mins
An-Escape-from-Bangkok-Part-II.jpg

An “escape” from Bangkok: Part 2

I had arrived in Bangkok⁠—without luggage (later found in Vietnam)⁠—after a nearly 24 hour flight. The hotel I chose was situated somewhere near the U.S. embassy; a fact I mention only because its location had been a real debate for me.

February 20, 2014 3 Mins
An-Escape-from-Bangkok-Part-I.jpg

An “escape” from Bangkok: Part 1

There was ample time to call off the research trip to Thailand. The stars were aligning to make this trip a nightmare. Intersections would be blocked, flash mobs would fill the streets, and political sermons would overtake a city decorated...

February 12, 2014 3 Mins
Infinity symbol

Investing: The infinite game

Investing is a fitting example of an infinite game. Why is it that some players last longer in this game than others?

November 13, 2019 4 Mins
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
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
Quarterly update 1Q 2018

Quarterly update | 1Q 2018 | EP04

This episode features insights from the past quarter (1Q18) by Greg Peterson, portfolio manager of Mawer’s Balanced and Global Balanced strategies.

April 12, 2018 18 Mins
Moneyball and automation introducing The Lab

Moneyball and automation: introducing "The Lab" | Justin Anderson | EP03

Features the investment insights of Justin Anderson, leader of “The Lab,” where Mawer applies new technologies to garner an investment edge and automation to streamline the investment process.

April 4, 2018 32 Mins
China Observations

China observations | Peter Lampert | EP02

Features the investment insights of Peter Lampert, Mawer Emerging Markets and International Equity portfolio manager, from his research trip to China.

March 21, 2018 31 Mins
India Observations

India observations | Paul Moroz | EP01

Features the investment insights of Mawer’s Deputy Chief Investment Officer, Paul Moroz, from his research trip to India.

February 27, 2018 33 Mins

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