Playing the plan: Mawer’s Canadian equity portfolio | EP110
Opportunities and risks we’re seeing in energy, rail, and financials; why we exited Shopify; and a few team learnings.
Opportunities and risks we’re seeing in energy, rail, and financials; why we exited Shopify; and a few team learnings.
Equity Analyst, Stanislav Lopata, shares his observations regarding the pandemic’s impacts on markets and what’s new with the portfolio.
A review of the quarter: how we’re positioning our portfolios and what investors should keep in mind during these volatile times.
What we’re doing to mitigate potential sharp edges in the portfolio, as well as position for medium and long-term risks and opportunities.