Category "Mental Models"

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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.

April 21, 2021 24 Mins
Post mortem Learnings from 2020 EP80

Post-mortem: Learnings from 2020 | EP80

Chief Investment Officer Paul Moroz discusses why the Research team’s post-mortem process is important, and some of their top learnings from 2020.

February 16, 2021 25 Mins
Playing the plan Mawer Canadian equity portfolio EP74

Playing the plan: Mawer’s Canadian equity portfolio | EP74

A deep dive into three new holdings: Stella-Jones, Ritchie Bros. , and Granite REIT, and what we mean when we say “winning by not losing. ”

October 21, 2020 31 Mins
Playing the plan Mawers Canadian small cap portfolio EP 68

Playing the plan: Mawer’s Canadian small cap portfolio | EP68

The impacts, risks, and potential opportunities from the COVID-19 crisis fallout on the Canadian small cap universe, and why valuations are ultimately a “blunt tool. ”

July 29, 2020 22 Mins
Playing the plan Mawer Canadian equity portfolio EP66

Playing the plan: Mawer’s Canadian equity portfolio | EP66

Why the current market environment “feels like 2030 is happening in 2020,” our perspective on the recent market recovery, and more.

July 3, 2020 27 Mins
confirmation bias

The enemy is us: Mitigating confirmation bias

Back in March, as physical distancing practices were being implemented globally, I was bemused by contrasting provocatively titled articles published within a day of one another.

June 10, 2020 16 Mins

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Popular Posts

Deep dive: The pharmaceutical industry | EP85

Nuances to portfolio construction | EP75

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

Post-mortem: Learnings from 2020 | EP80


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