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.
(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.
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.
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.
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.
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.