The Epistemology of Investing: A Near Insurmountable Challenge | EP133

Why genuine knowledge building and the ability to learn effectively in investing is difficult, and how we try to work around those challenges.

The Case for Non-Predictive Decision Making

In our view, market participants systematically underestimate the importance of vulnerabilities while correspondingly overestimating the importance of triggers. Why?

Post-Mortem: Learnings from 2022 | EP128

Chief Investment Officer Paul Moroz shares takeaways from the Research team's annual post-mortem discussions.

Beware the linearity bias

We tend to think of our world in linear terms, where the output of a system is proportional and directly correlated to its inputs.

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.

How to make (good) decisions | EP112

CIO Paul Moroz unpacks the foundational components to better decision making for investing, business, and life.

Creativity vs. Frameworks: How to build a better decision-making environment | EP108

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.

Post-mortem: Learnings from 2021 | EP102

Chief Investment Officer, Paul Moroz, reflects on notable learnings from 2021 and how time and experience still clarify the most in investing—and life.

The quest for “holy compounders” | EP101

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.”

Be aware, but don’t despair!

History doesn’t repeat itself, but it often rhymes.

~Mark Twain

Deep dive: Inflation | EP99

Inflation cycles throughout history, Keynes vs. monetarists, and why the enemy is…still us.

Prepare don't predict

How an engineering principle can improve investment risk management.