Tag "bottom-up investing"
Playing the plan: Mawer’s international equity portfolio | EP79
Lead portfolio manager, David Ragan, discusses how the portfolio did over the past year, why some companies were more resilient than others, and what makes skepticism a competitive advantage.
Nuances to portfolio construction | EP75
Mawer U. S. Equity Portfolio Manager, Grayson Witcher, takes us through how the team approaches portfolio construction.
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. ”
Q&A with CIO: The top questions being asked right now | EP58
CIO, Paul Moroz, answers clients’ most frequently asked questions during these extraordinary times.
‘Twas the week before Christmas
‘Twas the week before Christmas, and Mawer’s on the scene, to tell you the tale of 2019.
Investing: The infinite game
Investing is a fitting example of an infinite game. Why is it that some players last longer in this game than others?