The quality conundrum
The conundrum for investors these days is the trade-off between the value of quality and price to pay for it.
All Articles
Tag "competitive advantage"
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Playing the plan: Mawer’s Canadian equity portfolio | EP97
Impacts of higher inflation and interest rates and the benefits of an integrated research team.
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Introducing the Mawer U.S. mid cap equity strategy | EP95
Why we launched—our interest and history in U.S. mid cap stocks—potential benefits of the asset class, and a few holding examples.
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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 international equity portfolio | EP53
Lead portfolio manager, David Ragan, on how the team strategizes in the wake of a market shake-up (e.g., coronavirus). Also included: updates on HFDC, Seven & i, and Aon.
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Technical debt | EP48
This episode, we interview our Head of Information Security and Infrastructure, Dwight Pratt, and Equity Analyst, Karan Phadke, on the ramifications of technical debt to businesses and investors.
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Playing the plan: Mawer’s emerging markets equity portfolio | EP47
Lead portfolio manager, Peter Lampert, discusses the current environment for emerging markets and what opportunities and challenges we’re seeing for the portfolio.
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Avoiding the group of death
The strength of your competition has an important bearing on your own odds of success.
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Trader talk: Every BEEP matters | EP39
Equity trader, Jeff Wilson, delves into the in-house “B-E-E-P” framework the trading team has built: Best Execution, Education, and Process.
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Strategy beyond scale in commoditized industries
We believe smaller players can be competitive, profitable, and create value in commoditized and competitive markets—the crux is having an effective strategy.
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Decentralized structures: a competitive advantage | EP31
Equity analyst John Wilson discusses how decentralized organizations can maintain agility and operational excellence as a defense to the negative aspects of change.
