Coffee cup risk
It is much more valuable to have a probabilistic risk evaluation process.
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.
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
(Not) boring finds for this week – November 28, 2018
This week we learned about e-krona, a digital currency in Sweden; the lasting impacts of Black Monday on Wall Street; how McRib availability can affect S&P 500 returns (hint: it can’t) and appreciated a few wise reminders on what to...
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.
Decision-making under risk and uncertainty
We know we can’t predict the future (read: unknowns), but we can account for the likelihood of some scenarios.
The art of the management team interview | EP20
Global small cap equity analyst, Karan Phadke, discusses his experience interviewing management teams. He reveals why assessing a management team’s strength is so important to our investment philosophy, the characteristics we look for, and explains the difference between an “architect”...