Language matters in investing

Language matters in investing | EP16

Institutional portfolio manager, Rob Campbell, explains the concept of suitcase words: words into which people attribute—or pack—multiple meanings. He discusses how honing our language skills can contribute to better investing outcomes.

September 12, 2018 33 Mins
Not Boring finds September 5

(Not) boring finds for this week – September 5, 2018

A reminder to focus on the long-term; a look at growing corporate debt levels; a helpful explanation of stock buy backs, and a tip to improve the workplace. It’s been an illuminating week.

September 5, 2018 2 Mins
Playing the plan Mawers Emerging Markets Equity portfolio EP15

Playing the plan: Mawer’s Emerging Markets Equity portfolio | EP15

Peter Lampert, lead portfolio manager of Mawer’s Emerging Markets Equity Fund, discusses the current investing environment for emerging markets, the importance of resilience, and reviews portfolio holdings in beer, security systems, and bakery ingredient distribution.

August 29, 2018 19 Mins
Lifecos VV iStock 846314558

Canadian lifecos: More than just insurance

Canadian insurance companies are no longer just in the business of selling insurance to Canadians. They function more like financial conglomerates, and that, for investors, is potentially a good thing.

August 22, 2018 5 Mins
iStock 157334755 Podcast USEF GW

Playing the plan: Mawer’s U.S. equity portfolio | EP14

Co-manager of Mawer’s U.S. equity portfolio, Grayson Witcher, discusses the impact of rising corporate debt levels, the importance of relationship building with management teams, and how fighting bias is key to Mawer’s investment process.

August 15, 2018 31 Mins
iStock 675645602 VV

Playing the plan: Mawer’s Canadian equity portfolio | Vijay Viswanathan | EP13

Director of Research and Canadian equity co-manager, Vijay Viswanathan, discusses potential trade war impacts to the portfolio, Canada’s opportunity set, and dives deeper into holdings in the energy, e-commerce and insurance industries.

August 8, 2018 29 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
Beyond barriers to entry

Beyond barriers to entry: The advantage of barriers to capacity expansion

There is arguably another, more robust means of competitive advantage: that of barriers to capacity expansion. And this factors into one of the two main reasons behind limiting our exposure to the utility space.

January 31, 2018 5 Mins
Playing the plan Mawers Emerging Markets Equity portfolio EP15

Playing the plan: Mawer’s Emerging Markets Equity portfolio | EP15

Peter Lampert, lead portfolio manager of Mawer’s Emerging Markets Equity Fund, discusses the current investing environment for emerging markets, the importance of resilience, and reviews portfolio holdings in beer, security systems, and bakery ingredient distribution.

August 29, 2018 19 Mins
iStock 157334755 Podcast USEF GW

Playing the plan: Mawer’s U.S. equity portfolio | EP14

Co-manager of Mawer’s U.S. equity portfolio, Grayson Witcher, discusses the impact of rising corporate debt levels, the importance of relationship building with management teams, and how fighting bias is key to Mawer’s investment process.

August 15, 2018 31 Mins
iStock 675645602 VV

Playing the plan: Mawer’s Canadian equity portfolio | Vijay Viswanathan | EP13

Director of Research and Canadian equity co-manager, Vijay Viswanathan, discusses potential trade war impacts to the portfolio, Canada’s opportunity set, and dives deeper into holdings in the energy, e-commerce and insurance industries.

August 8, 2018 29 Mins
Investing with your eyes CIO insights from South America

Investing with your eyes: CIO insights from South America | Paul Moroz | Ep12

CIO Paul Moroz continues to travel the world doing fundamental research for the global equity and the global small cap strategies. This episode reveals specific observations from his recent research trip to South America and New York City.

July 25, 2018 30 Mins
Quarterly update 2Q 2018

Quarterly update | 2Q 2018 | EP11

This episode features insights from the past quarter by Greg Peterson, Portfolio Manager of Mawer’s balanced and global balanced strategies.

July 12, 2018 24 Mins
Scuttlebutt and its dramatic effect on long term investing

Scuttlebutt and its dramatic effect on long-term investing | John Wilson | EP10

John Wilson, analyst on Mawer’s global small cap equity strategy, defines scuttlebutt and its competitive advantage for long-term investors.

July 4, 2018 19 Mins

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Playing the plan: Mawer’s Canadian equity portfolio | Vijay Viswanathan | EP13

Canadian lifecos: More than just insurance

Investing with your eyes: CIO insights from South America | Paul Moroz | Ep12

Process before proceeds

(Not) boring finds for this week – August 1, 2018


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