mawers autumn reads 2019

Mawer's autumn reads 2019

We thought we’d channel some of that “back to school” enthusiasm and provide a few recommended reads. (Why should kids have all the fun?!) Each selection was hand-picked from our Research team. Happy reading everyone!

September 11, 2019 3 Mins
Playing the plan mawer us equity EP43

Playing the plan: Mawer’s U.S. equity portfolio | EP43

U.S. equity co-manager, Colin Wong, discusses the big picture backdrop (interest rates, U.S.-China trade war) and then dives deep into the investment thesis behind Microsoft, and A.O. Smith.

September 4, 2019 43 Mins
Not boring finds for august 2019

(Not) boring finds for August 2019

On the docket this August is another memo from Howard Marks; a guide on the recent yield curve inversion; Jim O’Shaughnessy on the challenges but potential upsides of active investing; and the reminder that investors have more of a time...

August 28, 2019 2 Mins
making a difference impact investing EP42

Making a difference: Impact investing | EP42

Calgary Foundation Board and Impact Investing Committee Chair, Bob Gibson, and Director, Investments, Lauren Frosst, discuss the Foundation’s definition of impact investing, why the foundation became involved, and how they got started.

August 21, 2019 46 Mins
Story telling is for bedtime

Storytelling is for bedtime: How we produce evidence-based research

We believe that clear communication of ideas and analysis contributes to sound decision-making.

August 14, 2019 5 Mins
Playing the plan Mawers international equity portfolio EP41

Playing the plan: Mawer’s international equity portfolio | EP41

Lead portfolio manager, David Ragan, discusses some big picture risks (Brexit and U.S.-China trade wars) and then dives deep into the investment thesis behind LVMH and Bunzl.

August 7, 2019 23 Mins
The-Toothbrush-Test.jpg

The toothbrush test

A few weeks ago, I was introduced to Google’s Toothbrush Test. Contrary to the images that the name inspires, this test does not involve sticking a web-enabled toothbrush into your mouth to collect data on your molars.

July 11, 2014 1 Mins
Look-For-The-Baby.jpg

Look for the baby

This past week, one of my colleagues shared a learning at our weekly research meeting. Christian and his wife, Siggi, were on vacation when Siggi unfortunately dropped her iPhone into the bath.

July 10, 2014 3 Mins
Waiting-in-Line-The-High-Cost-Of-Red-Tape.jpg

Waiting in line: The high cost of red tape

Imagine you spent 4% of your life waiting in line. Given that there are 8,765 hours in a year, this would imply that you spent 350 hours each year staring at the backs of people’s heads.

July 4, 2014 3 Mins
The-Art-of-Survival.jpg

The art of survival

The restaurant industry is tough. Virtually anyone with decent cooking skills and a modest amount of capital can open one; the barriers to entry are quite low.

June 26, 2014 4 Mins
Fraudster-Alert-10-Ways-Investors-Can-Avoid-Being-Duped.jpg

Fraudster alert: 10 ways investors can avoid being duped

History is ripe with hucksters. Investors were reminded of this again this month when stock market darling Gowex declared bankruptcy.

June 17, 2014 11 Mins
The-Leopard-And-His-Spots-Deception-in-Emerging-Markets.jpg

The leopard and his spots: Deception in emerging markets

In a recent National Geographic article, paleontologists reported the discovery of a new fossil. The 126 million year old creature was given the name Cretophasmomima melanogramma which sounds slightly more exotic than its meaning: ancient black-lined stick insect.

May 29, 2014 2 Mins

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