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
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
Twas the week before Christmas

‘Twas the week before Christmas

‘Twas the week before Christmas, so let’s set the scene: Just what the heck happened In 2018?

December 19, 2018 3 Mins
Playing the plan Mawers U.S. equity portfolio EP24

Playing the plan: Mawer’s U.S. equity portfolio | EP24

U.S. portfolio manager, Grayson Witcher, discusses the sustainability of U.S. earnings, some of the major position changes over the past two years, and overall team learnings.

December 18, 2018 32 Mins
Defensiveness a suitcase word

Defensiveness: A suitcase word

Given how often “defensive” enters into the investing lexicon and that it can mean different things to different people, aiming for a greater degree of precision in its definition may help to reduce misunderstanding or generalized historical bias.

July 18, 2018 8 Mins
Not boring finds June 27 2018

(Not) boring finds for this week – June 27, 2018

Twenty ways to make mistakes with money, the history of monetary innovation, untangling misconceptions around interest rates, and the truth (data) about the creativity of pop songs. It was (not) a boring week!

June 27, 2018 1 Mins
Process before proceeds

Process before proceeds

In theory, investors should improve at least linearly over time as they make and learn from errors. But in practice, there seems to be little evidence of this (only few active managers beat the market over longer time periods).

June 12, 2018 3 Mins
Italian moves

Italian moves

Italy has been the source of drama in recent weeks, and it hasn’t all been about men racing bicycles in spandex.

June 4, 2018 5 Mins
Not boring finds May 30

(Not) boring finds for this week – May 30, 2018

On the docket this week is an in-depth study of the effects of high household debt; the harrowing developments in data mining for surveillance; a surprising perspective on Bangladesh’s economic state; and a podcast aimed to help you with better decision-making.

May 30, 2018 2 Mins
The top 15 macro questions to ask before investing in a country

The top 15 macro questions to ask before investing in a country

These 15 questions are by no means exhaustive—they are not intended to be—but they serve as a helpful checklist for the main structural factors to consider when assessing a country’s macroeconomic backdrop.

May 16, 2018 12 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
Playing the plan Mawers U.S. equity portfolio EP24

Playing the plan: Mawer’s U.S. equity portfolio | EP24

U.S. portfolio manager, Grayson Witcher, discusses the sustainability of U.S. earnings, some of the major position changes over the past two years, and overall team learnings.

December 18, 2018 32 Mins
On leadership and decision making

On leadership and decision-making: lessons from our president | EP23

In light of our president Michael Mezei’s upcoming retirement, he sits down to reflect on the many lessons in leadership he’s gained over the course of his career.

December 5, 2018 27 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

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