The art of the management team interview EP20

The art of the management team interview | EP20

Global small cap equity analyst, Karan Phadke, discusses his experience interviewing management teams. He reveals why assessing a management team’s strength is so important to our investment philosophy, the characteristics we look for, and explains the difference between an “architect”...

November 7, 2018 27 Mins
Why public investors should care about the rise of private investment

Why public investors should care about the rise of private investment

To be sure, there are many reasons a company may prefer to turn to private investors over more traditional public markets, but as more companies choose private funding when they need to raise capital, what are the implications for investors...

October 31, 2018 8 Mins
Playing the plan Mawer international equity portfolio EP19

Playing the plan: Mawer’s international equity portfolio | EP19

David Ragan, co-manager of Mawer’s international equity strategies, discusses the current economic environment, what changes have been made to the portfolio as a result, and highlights holdings in the exciting worlds of nanotechnology, door locks, and pharmacies.

October 24, 2018 35 Mins
Ragan Morningstar international equities

A selective approach to equity markets

Last week, Morningstar interviewed international equity portfolio manager David Ragan about finding resilient stocks in international markets during turbulent times.

October 17, 2018 1 Mins
Quarterly update 3Q 2018

Quarterly update | 3Q 2018 | EP18

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

October 10, 2018 19 Mins
Not boring finds for this week October 3

(Not) boring finds for this week – October 3, 2018

Our reading list this week considers factors leading to the next market correction; stock-based compensation; golfing economists; and the pitfalls of generalization.

October 3, 2018 2 Mins
Not boring finds for January 3 2018

(Not) boring finds for this week – January 3, 2018

To kick off the new year we’ve started with some duly needed market apprehension from Howard Marks; a searing look into big tech; a more nuanced understanding of what motivates Russia; and were reminded how in this new era of...

January 3, 2018 2 Mins
Not boring finds for 2017

(Not) boring finds for 2017

Below are some of our favourite links from the year—from the inescapability of bias, to cracking cryptocurrencies, pondering the man vs. machine debate, and learning the art of asset allocation—we think it's a good gamut to send off 2017.

December 27, 2017 4 Mins
Twas the week before Christmas 2017

'Twas the week before Christmas...

‘Twas the week before Christmas And we’re again filled with cheer To provide our blog readers A review of the year:

December 20, 2017 2 Mins
India finding the long investment runways

India in flight: Finding the long investment runways

How many toilets do you have at home? Or rather—let me put it this way: do you have a toilet in your home? For most people reading this, the idea of not having one may sound crazy, but in India,...

December 15, 2017 5 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
Playing the plan Mawer international equity portfolio EP19

Playing the plan: Mawer’s international equity portfolio | EP19

David Ragan, co-manager of Mawer’s international equity strategies, discusses the current economic environment, what changes have been made to the portfolio as a result, and highlights holdings in the exciting worlds of nanotechnology, door locks, and pharmacies.

October 24, 2018 35 Mins
Quarterly update 3Q 2018

Quarterly update | 3Q 2018 | EP18

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

October 10, 2018 19 Mins
Playing the plan Mawers global balanced portfolio EP17

Playing the plan: Mawer’s global balanced portfolio | EP17

CIO and co-manager, Paul Moroz, discusses how to build the most resilient global portfolio possible and reveals Mawer’s four building blocks to risk management.

September 26, 2018 27 Mins
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
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

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The art of the management team interview | EP20

Why public investors should care about the rise of private investment

A selective approach to equity markets

Language matters in investing | EP16


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