Tag "bottom-up investing"
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.
Beyond a reasonable doubt
Like many disciplines, investing requires measures of both science and art to navigate uncertainty and to move forward decisively.
Travel: A boots on the ground approach to research
An interview with Mawer International Equity Portfolio Manager, David Ragan, on the insights that only an in-person visit can provide.