Trader talk | EP27
Equity traders Merv Mendes and Peter Dmytruk discuss the evolution of the trading desk at Mawer, the difference between quantitative and qualitative data, and the value of relationship building.
Quarterly update | 4Q 2018 | EP26
Featuring insights from the fourth quarter from Balanced and Global Balanced Fund co-manager and Asset Mix Chair, Greg Peterson.
Brick by brick—constructing a resilient global balanced portfolio starts from the bottom up | EP25
CIO, Paul Moroz, walks listeners through the reasons why going global is optimal in today’s environment.
One reason we look for great managers is because they frequently surprise on the upside by extending growth runways and increasing business durability, which ultimately leads to greater value.
(Not) boring finds for 2018
With reminders about volatility; a glance into the economics of craft beer; the consumer effects of trade wars; and demonstrating causality from McRib sales…these seven provide quite the spectrum.
‘Twas the week before Christmas
‘Twas the week before Christmas, so let’s set the scene: Just what the heck happened In 2018?
Playing the plan: Mawer’s U.S. equity portfolio | EP24
U.S. portfolio manager, Grayson Witcher, discusses the sustainability of U.S. earnings, some of the major position changes over the past two years, and overall team learnings.