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.

Prepare instead of predict: Integrating an engineering discipline to improve risk management | EP94

John Kay’s “simplicity, modularity, redundancy” risk framework elements and our ongoing risk management process improvements.

1/Ntelligence™: Our take on portfolio construction | EP88

CIO Paul Moroz walks us through his “best practices” portfolio construction checklist.

On modern monetary theory

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.

Playing the plan: Mawer’s Canadian equity portfolio | EP84

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.