Playing the plan: Mawer’s international equity portfolio | EP41
Lead portfolio manager, David Ragan, discusses some big picture risks (Brexit and U. S. -China trade wars) and then dives deep into the investment thesis behind LVMH and Bunzl.
Good travels: The many business models found in the travel industry | EP29
On this episode, institutional portfolio manager, Rob Campbell, explores a few different types of business models in the travel industry and their respective risks and competitive advantages.
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