Category "Investment Approach"
Market Update – March 13, 2020
Throughout the week, governments around the world have continued to take more significant measures to contain the spread of COVID-19.
Mawer market update March 2020 | EP55
CIO Paul Moroz discusses our strategy and thoughts during this time of significant market volatility.
The reverse roadshow | EP54
Why our team locks themselves in a room for a week to speak with over 30 management teams.
Market Update – March 10, 2020
Considering the significant market volatility resulting from the COVID-19 outbreak, as well as the plunge in oil prices reflecting Saudi Arabia’s decision to accelerate output, we wanted to provide you with an update on Mawer’s strategy in this challenging environment.
Playing the plan: Mawer's international equity portfolio | EP53
Lead portfolio manager, David Ragan, on how the team strategizes in the wake of a market shake-up (e. g. , coronavirus). Also included: updates on HFDC, Seven & i, and Aon.
Why capital allocation is critical to investor success
One of our enduring beliefs is that investors serially underappreciate the long-term value of strong management teams
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