Category "Investment Approach"
Playing the plan: Mawer's emerging markets equity portfolio | EP30
Lead portfolio manager, Peter Lampert, discusses the current environment for the emerging markets equity portfolio.
What’s love got to do with it? (Investing)
Leave it to the “boring” folks at Mawer to turn an idea about love into a blog about investing.
Defining intrinsic value in a stochastic world | EP28
Equity analyst, Justin Anderson, walks us through the definition of intrinsic value, how we model it, and some of the ways it might be influenced by technology now and in the future.
Trader talk | EP27
Equity traders Merv Mendes and Peter Dmytruk discuss the evolution of the trading desk at Mawer, the difference between quantitative and qualitative data, and the value of relationship building.
Quarterly update | 4Q 2018 | EP26
Featuring insights from the fourth quarter from Balanced and Global Balanced Fund co-manager and Asset Mix Chair, Greg Peterson.
Brick by brick—constructing a resilient global balanced portfolio starts from the bottom up | EP25
CIO, Paul Moroz, walks listeners through the reasons why going global is optimal in today’s environment.
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