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
Not boring finds for July 2019

(Not) boring finds for July 2019

Piquing our interest this month: why companies seem to be undervalued in Japan; what to do in a falling stock market; how chess computers have developed over time; and some investing wisdom from Wall Street personal finance columnist, Jason Zweig.

July 31, 2019 2 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
mawers summer reads 2019

Mawer’s 2019 summer reads

Given the extent of voracious readers we have here at Mawer, pulling together a recommended reads post is no easy task!

July 3, 2019 3 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
Question-Zero.jpg

Question zero

The man in front of me wore a peculiar tweed jacket that matched his charismatic, if quirky, personality. He was the CFO of a large industrial company, but in a former life he had been the second in command at...

January 30, 2014 4 Mins
Mawers-Top-10-Book-Recommendations-2014.jpg

Mawer’s top 10 book recommendations for 2014

The beginning of each year is often a period of reflection and learning. With this in mind, we asked our team at Mawer for their top book recommendations for 2014.

January 10, 2014 4 Mins

Stay Curious

Subscribe to receive our latest insights and quarterly updates.


Popular Posts

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


Categories

(Not) Boring Links

Business Models

Investment Approach

Mental Models

Risk

Stay curious

Subscribe to receive our latest insights and quarterly updates.