Playing the plan: Mawer’s emerging markets equity portfolio | EP107
Russia, the potential parallels to Taiwan and China, and macro to micro portfolio considerations in an inflationary environment.
All Articles
Tag "bottom-up investing"
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Playing the plan: Mawer’s U.S. equity portfolio | EP105
Portfolio Managers Grayson Witcher and Colin Wong share market observations, industries where fundamentals are shifting, and a few recent additions to the portfolio.
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Deep dive: Inflation | EP99
Inflation cycles throughout history, Keynes vs. monetarists, and why the enemy is…still us.
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Playing the plan: Mawer’s U.S. equity portfolio | EP86
“Making the macro micro” around demand trends, inflation concerns, valuations, and earnings. We discuss Comcast, Visa, Dollar General, Alphabet, and more.
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Deep dive: The pharmaceutical industry | EP85
A close look at our research methods to understand trends, opportunities, and challenges in the pharmaceutical industry.
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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.
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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.
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Nuances to portfolio construction | EP75
Mawer U.S. Equity Portfolio Manager, Grayson Witcher, takes us through how the team approaches portfolio construction.
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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.”
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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.
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‘Twas the week before Christmas
‘Twas the week before Christmas, and Mawer’s on the scene, to tell you the tale of 2019.
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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?
