Quarterly update 3Q 2019 EP45

Quarterly update | 3Q 2019 | EP45

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

October 13, 2019 15 Mins
Plaing the plan GSC portfolio EP44

Playing the plan: Mawer’s global small cap portfolio | EP44

Equity analyst, John Wilson, shares how the team approaches separating signal from noise, why defensive business models make for a resilient portfolio, and the advantages of a "cookie-cutter" growth runway.

October 2, 2019 22 Mins
Not boring finds for September 2019

(Not) boring finds for September 2019

Our finds this month include short, helpful investing philosophies to keep in mind and on hand; a case for statistical literacy in civic life; the intriguing history of money as a means of trade; and ways to handle our behavioural biases.

September 25, 2019 2 Mins
avoiding the group of death

Avoiding the group of death

The strength of your competition has an important bearing on your own odds of success.

September 18, 2019 5 Mins
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
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
Made-in-Detroit-Seeing-Value-Where-Others-Do-Not.jpg

Made in Detroit: Seeing value where others do not

A scrappy, twenty-something-year old from Detroit, Andy Didorosi does not fit into the typical image of American capitalism.

May 22, 2014 5 Mins
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
Quarterly update 3Q 2019 EP45

Quarterly update | 3Q 2019 | EP45

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

October 13, 2019 15 Mins
Plaing the plan GSC portfolio EP44

Playing the plan: Mawer’s global small cap portfolio | EP44

Equity analyst, John Wilson, shares how the team approaches separating signal from noise, why defensive business models make for a resilient portfolio, and the advantages of a "cookie-cutter" growth runway.

October 2, 2019 22 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
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

Stay Curious

Subscribe to receive our latest insights and quarterly updates.


Popular Posts

Quarterly update | 3Q 2019 | EP45

Avoiding the group of death

Playing the plan: Mawer’s global small cap portfolio | EP44

Mawer's autumn reads 2019


Categories

(Not) Boring Links

Business Models

Investment Approach

Mental Models

Risk

Stay curious

Subscribe to receive our latest insights and quarterly updates.