Tag "bottom-up investing"

Playing the plan Mawer international equity portfolio EP19

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.

October 24, 2018 35 Mins
Ragan Morningstar international equities

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. *

October 17, 2018
Playing the plan Mawers equity philosophy in action

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...

May 23, 2018 35 Mins
When to stand and when to shift

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.

March 1, 2017
Beyond-a-reasonable-doubt.jpg

Beyond a reasonable doubt

Like many disciplines, investing requires measures of both science and art to navigate uncertainty and to move forward decisively.

January 25, 2017
Travel-a-boots-on-the-ground-approach-to-research.jpg

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.

November 30, 2016

Stay Curious

Subscribe to receive our latest insights and quarterly updates.


Popular Posts

On modern monetary theory

Why investors really need to understand the mechanics of Bitcoin | EP87

Game on: A deep-dive into the gaming industry | EP76

1/Ntelligence™: Our take on portfolio construction | EP88


Categories

(Not) Boring Links

Business Models

Investment Approach

Mental Models

Risk