The art of the management team interview EP20

The art of the management team interview | EP20

Global small cap equity analyst, Karan Phadke, discusses his experience interviewing management teams. He reveals why assessing a management team’s strength is so important to our investment philosophy, the characteristics we look for, and explains the difference between an “architect”...

November 7, 2018 27 Mins
Why public investors should care about the rise of private investment

Why public investors should care about the rise of private investment

To be sure, there are many reasons a company may prefer to turn to private investors over more traditional public markets, but as more companies choose private funding when they need to raise capital, what are the implications for investors...

October 31, 2018 8 Mins
Playing the plan Mawer international equity portfolio EP19

Playing the plan: Mawer’s international equity portfolio | EP19

David Ragan, co-manager of Mawer’s international equity strategies, discusses the current economic environment, what changes have been made to the portfolio as a result, and highlights holdings in the exciting worlds of nanotechnology, door locks, and pharmacies.

October 24, 2018 35 Mins
Ragan Morningstar international equities

A selective approach to equity markets

Last week, Morningstar interviewed international equity portfolio manager David Ragan about finding resilient stocks in international markets during turbulent times.

October 17, 2018 1 Mins
Quarterly update 3Q 2018

Quarterly update | 3Q 2018 | EP18

This episode features insights from the third quarter by Greg Peterson, Portfolio Manager of Mawer’s balanced and global balanced strategies.

October 10, 2018 19 Mins
Not boring finds for this week October 3

(Not) boring finds for this week – October 3, 2018

Our reading list this week considers factors leading to the next market correction; stock-based compensation; golfing economists; and the pitfalls of generalization.

October 3, 2018 2 Mins
Why public investors should care about the rise of private investment

Why public investors should care about the rise of private investment

To be sure, there are many reasons a company may prefer to turn to private investors over more traditional public markets, but as more companies choose private funding when they need to raise capital, what are the implications for investors...

October 31, 2018 8 Mins
Ragan Morningstar international equities

A selective approach to equity markets

Last week, Morningstar interviewed international equity portfolio manager David Ragan about finding resilient stocks in international markets during turbulent times.

October 17, 2018 1 Mins
Not boring finds for this week October 3

(Not) boring finds for this week – October 3, 2018

Our reading list this week considers factors leading to the next market correction; stock-based compensation; golfing economists; and the pitfalls of generalization.

October 3, 2018 2 Mins
The competitive advantages of decentralized structures

The competitive advantages of decentralized structures

How can a business continue to grow while still retaining the internal characteristics that helped contribute to its past success?

September 19, 2018 4 Mins
Not Boring finds September 5

(Not) boring finds for this week – September 5, 2018

A reminder to focus on the long-term; a look at growing corporate debt levels; a helpful explanation of stock buy backs, and a tip to improve the workplace. It’s been an illuminating week.

September 5, 2018 2 Mins
Lifecos VV iStock 846314558

Canadian lifecos: More than just insurance

Canadian insurance companies are no longer just in the business of selling insurance to Canadians. They function more like financial conglomerates, and that, for investors, is potentially a good thing.

August 22, 2018 5 Mins
Playing the plan Mawers equity philosophy in action

Playing the plan: Mawer's equity philosophy in action | Christian Deckart | EP07

Christian Deckart, Deputy CIO and co-manager of global small cap and global equity strategies, takes us on a journey through the Mawer investment philosophy by walking us through the investment thesis of four of the global small cap strategy’s top...

May 23, 2018 35 Mins
The competitive advantage of high performing teams

The competitive advantage of high performing teams | Vijay Viswanathan | EP06

Vijay Viswanathan, Mawer’s Director of Research, on the key characteristics of high performing investment teams.

May 9, 2018 32 Mins
Supersize me Province of Alberta goes large and issues first time benchmark euro denominated bond

Supersize me: Province of Alberta goes large and issues first-time benchmark euro-denominated bond | James Redpath | EP05

James Redpath (JR), Mawer fixed Income portfolio manager, answers why the Alberta government issued a benchmark euro-denominated bond—four to five times the average deal size in Canada—and what it may mean for the Canadian debt market.

April 25, 2018 15 Mins
Quarterly update 1Q 2018

Quarterly update | 1Q 2018 | EP04

This episode features insights from the past quarter (1Q18) by Greg Peterson, Portfolio Manager of Mawer’s Balanced and Global Balanced strategies.

April 12, 2018 18 Mins
Moneyball and automation introducing The Lab

Moneyball and automation: introducing "The Lab" | Justin Anderson | EP03

Features the investment insights of Justin Anderson, leader of “The Lab,” where Mawer applies new technologies to garner an investment edge and automation to streamline the investment process.

April 4, 2018 32 Mins
China Observations

China observations | Peter Lampert | EP02

Features the investment insights of Peter Lampert, Mawer Emerging Markets and International Equity portfolio manager, from his research trip to China.

March 21, 2018 31 Mins

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The art of the management team interview | EP20

Why public investors should care about the rise of private investment

A selective approach to equity markets

Language matters in investing | EP16


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