Language matters in investing

Language matters in investing | EP16

Institutional portfolio manager, Rob Campbell, explains the concept of suitcase words: words into which people attribute—or pack—multiple meanings. He discusses how honing our language skills can contribute to better investing outcomes.

September 12, 2018 33 Mins
Not Boring finds September 5

(Not) boring finds for this week – September 5, 2018

A reminder to focus on the long-term; a look at growing corporate debt levels; a helpful explanation of stock buy backs, and a tip to improve the workplace. It’s been an illuminating week.

September 5, 2018 2 Mins
Playing the plan Mawers Emerging Markets Equity portfolio EP15

Playing the plan: Mawer’s Emerging Markets Equity portfolio | EP15

Peter Lampert, lead portfolio manager of Mawer’s Emerging Markets Equity Fund, discusses the current investing environment for emerging markets, the importance of resilience, and reviews portfolio holdings in beer, security systems, and bakery ingredient distribution.

August 29, 2018 19 Mins
Lifecos VV iStock 846314558

Canadian lifecos: More than just insurance

Canadian insurance companies are no longer just in the business of selling insurance to Canadians. They function more like financial conglomerates, and that, for investors, is potentially a good thing.

August 22, 2018 5 Mins
iStock 157334755 Podcast USEF GW

Playing the plan: Mawer’s U.S. equity portfolio | EP14

Co-manager of Mawer’s U.S. equity portfolio, Grayson Witcher, discusses the impact of rising corporate debt levels, the importance of relationship building with management teams, and how fighting bias is key to Mawer’s investment process.

August 15, 2018 31 Mins
iStock 675645602 VV

Playing the plan: Mawer’s Canadian equity portfolio | Vijay Viswanathan | EP13

Director of Research and Canadian equity co-manager, Vijay Viswanathan, discusses potential trade war impacts to the portfolio, Canada’s opportunity set, and dives deeper into holdings in the energy, e-commerce and insurance industries.

August 8, 2018 29 Mins
Not boring finds for december

(Not) boring finds for December 2017

This month, we learned how Himalayan villagers may have more advanced lighting than New Yorkers; uncovered the surprisingly dark underbelly of online mattress wars; read a balanced bitcoin bulletin; and vicariously indulged in some dinners that made history.

December 6, 2017 2 Mins
the skiers guide to portfolio risk management

The skier’s guide to portfolio risk management

The ski season is officially open and the keeners have taken their first turns. I know our CIO, Jim Hall, is an avid skier so I sat down with him recently to discuss portfolio risk management and how it relates...

November 29, 2017 9 Mins
life at railway speed

Life at railway speed: Lessons from the technology hype cycle

In 1845, Scottish poet and author, William Aytoun, published his satire, How we got up the Glenmutchkin Railway, and how we got out of it. His story focused on the railway stock frenzy that gripped Great Britain, with the aim...

November 28, 2017 14 Mins
end of oil

The end of oil?

In the spring of 2000, Sheikh Yamani gave an unprecedented interview with The Telegraph on the future of oil. As he was the former Saudi oil minister from 1962 to 1986, many paid close attention to his declaration that “[t]hirty...

November 15, 2017 12 Mins
Bottleneck

Bottleneck thinking

While getting set-up with a gym membership recently, the salesperson asked a question that made me pause:

November 8, 2017 3 Mins
Not boring finds November

(Not) boring finds for November 2017

This month we learn how to spot grey rhinos instead of black swans; about the impending software apocalypse; the necessity of stress testing; why we need self-awareness; and, that Gord Downie is one of the best things about what it...

November 1, 2017 3 Mins
Playing the plan Mawers Emerging Markets Equity portfolio EP15

Playing the plan: Mawer’s Emerging Markets Equity portfolio | EP15

Peter Lampert, lead portfolio manager of Mawer’s Emerging Markets Equity Fund, discusses the current investing environment for emerging markets, the importance of resilience, and reviews portfolio holdings in beer, security systems, and bakery ingredient distribution.

August 29, 2018 19 Mins
iStock 157334755 Podcast USEF GW

Playing the plan: Mawer’s U.S. equity portfolio | EP14

Co-manager of Mawer’s U.S. equity portfolio, Grayson Witcher, discusses the impact of rising corporate debt levels, the importance of relationship building with management teams, and how fighting bias is key to Mawer’s investment process.

August 15, 2018 31 Mins
iStock 675645602 VV

Playing the plan: Mawer’s Canadian equity portfolio | Vijay Viswanathan | EP13

Director of Research and Canadian equity co-manager, Vijay Viswanathan, discusses potential trade war impacts to the portfolio, Canada’s opportunity set, and dives deeper into holdings in the energy, e-commerce and insurance industries.

August 8, 2018 29 Mins
Investing with your eyes CIO insights from South America

Investing with your eyes: CIO insights from South America | Paul Moroz | Ep12

CIO Paul Moroz continues to travel the world doing fundamental research for the global equity and the global small cap strategies. This episode reveals specific observations from his recent research trip to South America and New York City.

July 25, 2018 30 Mins
Quarterly update 2Q 2018

Quarterly update | 2Q 2018 | EP11

This episode features insights from the past quarter by Greg Peterson, Portfolio Manager of Mawer’s balanced and global balanced strategies.

July 12, 2018 24 Mins
Scuttlebutt and its dramatic effect on long term investing

Scuttlebutt and its dramatic effect on long-term investing | John Wilson | EP10

John Wilson, analyst on Mawer’s global small cap equity strategy, defines scuttlebutt and its competitive advantage for long-term investors.

July 4, 2018 19 Mins

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Playing the plan: Mawer’s Canadian equity portfolio | Vijay Viswanathan | EP13

Canadian lifecos: More than just insurance

Investing with your eyes: CIO insights from South America | Paul Moroz | Ep12

Process before proceeds

(Not) boring finds for this week – August 1, 2018


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