Category "Business Models"
Playing the plan: Mawer’s emerging markets equity portfolio | EP47
Lead portfolio manager, Peter Lampert, discusses the current environment for emerging markets and what opportunities and challenges we’re seeing for the portfolio.
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.
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.
Over the long-term, the accumulated costs of technical debt can have a financial impact on a company and its shareholders.
Deep dive: The U.S. healthcare industry | EP35
Equity analyst and previous biomedical researcher, Amit Shah, discusses the healthcare industry in the U.S.
Strategy beyond scale in commoditized industries
We believe smaller players can be competitive, profitable, and create value in commoditized and competitive markets—the crux is having an effective strategy.
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