The-Danger-in-a-Single-Story.jpg

The danger in a single story

In the months since the news of the crisis in Ukraine first broke, media outlets have followed a conflict that has gone from an internal matter to one that is international in scope.

May 1, 2014 4 Mins
Engrained-Truth.jpg

Engrained “truths”

The date was November 9, 1989. George Bush Sr. sat in the oval office, a host of senior intelligence officers before him. These officers were in the midst of explaining to the President why the Berlin Wall was most certainly...

April 22, 2014 4 Mins
The-Mountains-We-Climb.jpg

The mountains we climb: Failure and the pursuit of the extraordinary

It was pitch black and a frigid -30 degrees when we began our descent. What meagre light we had came from beat up headlamps and the muted glow of stars.

April 4, 2014 27 Mins
An-Escape-from-Bangkok-Part-II.jpg

An “escape” from Bangkok: Part 2

I had arrived in Bangkok⁠—without luggage (later found in Vietnam)⁠—after a nearly 24 hour flight. The hotel I chose was situated somewhere near the U.S. embassy; a fact I mention only because its location had been a real debate for me.

February 20, 2014 3 Mins
An-Escape-from-Bangkok-Part-I.jpg

An “escape” from Bangkok: Part 1

There was ample time to call off the research trip to Thailand. The stars were aligning to make this trip a nightmare. Intersections would be blocked, flash mobs would fill the streets, and political sermons would overtake a city decorated...

February 12, 2014 3 Mins
Caution-Low-Flying-Planes.jpg

Caution: Low flying planes

One sunny afternoon, Paul Moroz, our Deputy CIO, was driving along the highway when he spotted an unusual road sign: Caution: low flying planes. Now, Paul is a mildly paranoid man in the best of times.

February 6, 2014 4 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
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
Lessons from 33 years of investing EP40

Lessons from 33 years of investing | EP40

Investing legend Martin Ferguson, pioneer of the award winning Mawer Canadian small cap strategy, shares the lessons he learned over his 33 year career.

July 24, 2019 40 Mins
Trader talks EP39

Trader talk: Every BEEP matters | EP39

Equity trader, Jeff Wilson, delves into the in-house “B-E-E-P” framework the trading team has built: Best Execution, Education, and Process.

July 17, 2019 33 Mins
Quarterly update ep38

Quarterly update | 2Q 2019 | EP38

Featuring insights from the second quarter from Balanced and Global Balanced Fund co-manager and Asset Mix Chair, Greg Peterson.

July 10, 2019 14 Mins
Playing the plan Mawer global equity portfolio EP37

Playing the plan: Mawer’s global equity portfolio | EP37

Deputy CIO, Christian Deckart, discusses everything from big picture risks to company specifics on this global equity portfolio episode.

June 12, 2019 15 Mins

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Mawer’s 2019 summer reads

Lessons from 33 years of investing | EP40

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

Trader talk: Every BEEP matters | EP39


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