Institutional portfolio manager, Rob Campbell, explains the concept of suitcase words: words into which people attribute—or pack—multiple meanings. He discusses how honing our language skills can contribute to better investing outcomes.
Vijay Viswanathan, Mawer’s Director of Research, on the key characteristics of high performing investment teams.
For investors, trust is an especially fascinating topic. It’s often a factor within the investment thesis since it relates to management teams. And yet, how should we consider “trust” in the context of management teams? How much trust is really enough to invest with someone? And is it ever prudent to fully trust a management team?
Our traders share the benefits, realities, and misconceptions regarding what they do.
While there’s no one-size-fits-all framework when it comes to developing relationships or work culture, here’s a sample retreat format that has worked for us.
In our efforts to express ourselves and to be heard we often hamper our ability to fully listen and discern. In order to see the big picture and respond to stimulus most effectively it’s important to first “let it land.”
In 2008, hedge fund manager Guy Spier sat in front of Warren Buffett at a charity lunch. According to Spier, Buffett asked him a question he would never forget...
Mistakes are inevitable. In order to learn from them and become better investors we first need to be able to acknowledge mistakes when they happen.
One of the most important survival tricks when travelling in China was to have toilet paper with me at all times.
Jocko’s acceptance of responsibility in that moment is a good example of a leader taking extreme ownership. It is the kind of action in which we can all find a little inspiration.
Values shape the outcomes of our relationships, careers, investments and society, and therefore, are far too important to leave to chance or camels.
A few weeks ago, I was introduced to Google’s Toothbrush Test. Contrary to the images that the name inspires, this test does not involve sticking a web-enabled toothbrush into your mouth to collect data on your molars. Instead, it relates to how Google allocates capital.
