One of our enduring beliefs is that investors serially underappreciate the long-term value of strong management teams

We close the first month of 2020 by considering the WEF’s list of the top global economic risks (sorted by likelihood and potential extent of impact), Howard Mark’s framework for assessing investment decisions (game theory makes an appearance), what Houdini...

As the end of the year (and decade!) is nigh, we thought we’d join the year-in-review fervour, and curate a list of our Top 10 favourite links from 2019.

‘Twas the week before Christmas, and Mawer’s on the scene, to tell you the tale of 2019.

This month, we learned how the 7 most common plots in storytelling can help investors; why analyzing historical returns usually needs more context; the case for “narrative economics”; and a look at the first map of America’s food supply chain.

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