Playing the plan: Mawer’s global equity portfolio | EP119
The “Swiss cheese” mental model for risk management, why we initiated in Moderna, and how to test if you have a variant perception from the broader market.
The “Swiss cheese” mental model for risk management, why we initiated in Moderna, and how to test if you have a variant perception from the broader market.
CIO Paul Moroz unpacks the foundational components to better decision making for investing, business, and life.
On building a “global investment franchise” and balancing the trade-offs between creativity, efficiency, and process to build a consistent environment for better investment decisions.
Chief Investment Officer, Paul Moroz, reflects on notable learnings from 2021 and how time and experience still clarify the most in investing—and life.
Our systematic assessment framework to narrow the probabilities in analysing fast-growing technology companies in an effort to improve our odds of identifying those elusive “holy compounders.”
History doesn’t repeat itself, but it often rhymes.
~Mark Twain
Inflation cycles throughout history, Keynes vs. monetarists, and why the enemy is…still us.
How an engineering principle can improve investment risk management.
John Kay’s “simplicity, modularity, redundancy” risk framework elements and our ongoing risk management process improvements.
CIO Paul Moroz walks us through his “best practices” portfolio construction checklist.
We explore the evolution of Modern Monetary Theory (MMT) and the notable economic ideas on which it is based. We highlight some notable criticisms and discuss implications of MMT for economic policy and financial markets. Our purpose is less focused on opining whether MMT is fundamentally sound, but rather aimed at understanding its development and how the ground may shift if indeed MMT-based policies are more widely embraced.
How thinking like a deer in the forest (situational awareness) and other risk management process tinkering has helped the team. In addition, thoughts on the potential CP Rail and Kansas City Southern deal and TELUS International IPO.