Not boring finds March 28

(Not) boring finds for this week – March 28, 2018

Will the love affair with private equity end the way of the 1849 Gold Rush (i.e., not well)? Just how large is Canada’s shadow economy? What is Jeremy Grantham’s battle plan for an overvalued U.S.

March 28, 2018 2 Mins
Southern exposure in the North when Canadian small caps expand into the U.S.

Southern exposure in the North: When Canadian small-caps expand into the U.S.

It is possible for smaller companies to punch above their weight in a foreign market. In our Canadian small cap portfolio, there have been many wealth-creating companies that were able to successfully expand and compete in the United States.

March 14, 2018 3 Mins
Not boring finds Mar 7

(Not) boring finds for this week – March 7, 2018

This week we considered the argument that leaders that take risks should have something to lose; revisited market swing psychology; scheduled time to think; and discovered the motivational poster business may still be hanging in there!

March 7, 2018 2 Mins
Not boring finds February 21

(Not) boring finds for this week – February 21, 2018

Bloomberg shows us past startling sell-offs; Norway’s sovereign wealth fund votes against executive pay at Alphabet; Amazon wades into health care waters; and the U.S. craft beer industry is brewing economic success.

February 21, 2018 1 Mins
Enduring themes for volatile times

Enduring themes for volatile times

While investor apprehension in this environment is understandable, volatility in markets is both normal and expected. Looking back through our Art of Boring archive, we were struck by the enduring relevance of not letting fear guide investor decision-making during jittery times.

February 14, 2018 2 Mins
Not boring finds February 7

(Not) boring finds for this week – February 7, 2018

Customer satisfaction at the push of a button; an alternative perspective on the current bull market; Mr. Modi at the World Economic Forum; more on fuel efficiency; and some epic photos of Mars.

February 7, 2018 2 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
Defining intrinsic value in a stochastic world EP28

Defining intrinsic value in a stochastic world | EP28

Equity analyst, Justin Anderson, walks us through the definition of intrinsic value, how we model it, and some of the ways it might be influenced by technology now and in the future.

February 6, 2019 26 Mins
Trader talks EP27

Trader talk | EP27

Equity traders Merv Mendes and Peter Dmytruk discuss the evolution of the trading desk at Mawer, the difference between quantitative and qualitative data, and the value of relationship building.

January 23, 2019 32 Mins
V2 Quarterly update Q4 2018 EP26

Quarterly update | 4Q 2018 | EP26

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

January 14, 2019 21 Mins
Brick by brick constructing a resilient global balanced portfolio starts from the bottom up EP25

Brick by brick—constructing a resilient global balanced portfolio starts from the bottom up | EP25

CIO, Paul Moroz, walks listeners through the reasons why going global is optimal in today’s environment.

January 9, 2019 19 Mins

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