Tag "bottom-up investing"
Mawer Insight: Q&A with CIO | EP36
CIO, Paul Moroz, answers clients’ questions about the current economic environment and how Mawer is positioning its portfolios.
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.
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.
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...
When to stand and when to shift
In investing, there are going to be times when you should be at odds with the market and times when you should not. Knowing when you should be different is an important question to ask and, from our perspective, should...
Beyond a reasonable doubt
Like many disciplines, investing requires measures of both science and art to navigate uncertainty and to move forward decisively.
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