Category "Investment Approach"
Avoiding the group of death
The strength of your competition has an important bearing on your own odds of success.
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.
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.
Storytelling is for bedtime: How we produce evidence-based research
We believe that clear communication of ideas and analysis contributes to sound decision-making.
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.
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.
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