Tag "defensive stocks"

Playing the plan mawer global small cap EP63

Playing the plan: Mawer’s global small cap portfolio | EP63

Deputy CIO Christian Deckart discusses natural contradictions in the portfolio and how the team plays “intellectual best ball. ”

May 21, 2020 25 Mins
Plaing the plan GSC portfolio EP44

Playing the plan: Mawer’s global small cap portfolio | EP44

Equity analyst, John Wilson, shares how the team approaches separating signal from noise, why defensive business models make for a resilient portfolio, and the advantages of a "cookie-cutter" growth runway.

October 2, 2019 22 Mins
Quarterly update ep38

Quarterly update | 2Q 2019 | EP38

Featuring insights from the second quarter from Balanced and Global Balanced Fund co-manager and Asset Mix Chair, Greg Peterson. [/about/people/greg-peterson/]

July 10, 2019 14 Mins
Playing the plan Mawer global equity portfolio EP37

Playing the plan: Mawer’s global equity portfolio | EP37

Deputy CIO, Christian Deckart, discusses everything from big picture risks to company specifics on this global equity portfolio episode.

June 12, 2019 15 Mins
Language matters in investing

Language matters in investing | EP16

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.

September 12, 2018 33 Mins
Defensiveness a suitcase word

Defensiveness: A suitcase word

Given how often “defensive” enters into the investing lexicon and that it can mean different things to different people, aiming for a greater degree of precision in its definition may help to reduce misunderstanding or generalized historical bias.

July 18, 2018 8 Mins

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