Playing the plan: Mawer’s international equity portfolio | EP115

The impacts of inflation, interest rates, and sharp currency movements on the portfolio, and the importance of leaning in to process and keeping a long-term perspective.  

Be aware, but don’t despair!

History doesn’t repeat itself, but it often rhymes.

~Mark Twain

Playing the plan: Mawer’s emerging markets equity portfolio | EP90

Philip Fisher’s continuous relevance; determining fair value ranges for blitzscalers; and potentially overlooked opportunities in Russia and Kazakhstan.

Where I’m seeing value in emerging markets

I’ve been revisiting Philip Fisher’s Common Stocks and Uncommon Profits recently. Scanning the opportunity set in emerging markets, I’ve been trying to imagine what Fisher would have made of the current investment landscape.

Quarterly update | Q4 2020 | EP78

A look back on the major investment themes of 2020, and a look ahead at some of the risks and opportunities on our radar.

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

Front-of-mind investment learnings from equity analysts Justin Anderson and Joshua Samuel on the dynamic, evolving gaming universe.

Playing the plan: Mawer's emerging markets equity portfolio | EP70

Building resiliency while finding opportunities in emerging markets.

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.

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.

Playing the plan: Mawer's emerging markets equity portfolio | EP30

Lead portfolio manager, Peter Lampert, discusses the current environment for the emerging markets equity portfolio.

‘Twas the week before Christmas

‘Twas the week before Christmas, so let’s set the scene: Just what the heck happened In 2018?

Quarterly update | 3Q 2018 | EP18

This episode features insights from the third quarter by Greg Peterson, portfolio manager of Mawer’s balanced and global balanced strategies.