Tag "global investing"

Underweight Our take on Japan

Underweight: Our take on Japan | David Ragan | EP09

David Ragan, portfolio manager of Mawer’s international equity strategies, reveals why the portfolio is—and has always been—underweight in Japan.

June 20, 2018 21 Mins
Playing the plan Mawers equity philosophy in action

Playing the plan: Mawer's equity philosophy in action | Christian Deckart | EP07

Christian Deckart, Deputy CIO and co-manager of global small cap and global equity strategies, takes us on a journey through the Mawer investment philosophy by walking us through the investment thesis of four of the global small cap strategy’s top...

May 23, 2018 35 Mins

Postcards from Singapore

This is the first post in our Postcard from Singapore series with Mawer Chief Investment Officer, Paul Moroz, about his initial impressions and thoughts on relocating from Calgary to Singapore.

August 24, 2016 7 Mins

The unknown hockey puck phenomenon

Last week we had a sendoff for one of our colleagues, Ong, an equity analyst originally from Thailand, who is relocating to our Singapore office. Ong received a gift bag of “Canadiana” gear which included a hockey jersey and a...

April 14, 2016 5 Mins

Lessons from Singapore

When you think of Singapore, what comes to mind? Perhaps it’s the country’s phenomenal economic success as one of the four Asian Tigers, maybe it’s a spicy local dish such as laksa or chilli crab, or possibly it’s even the...

December 8, 2015 2 Mins

Lessons from the children of Mumbai

Sometimes no amount of preparation (or “book study”) can educate you as much as seeing it with your own eyes. I found this to be the case in Mumbai as I rolled into the muggy city of 19 million people...

September 24, 2015 7 Mins

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Playing the plan: Mawer’s Canadian equity portfolio | Vijay Viswanathan | EP13

Canadian lifecos: More than just insurance

Investing with your eyes: CIO insights from South America | Paul Moroz | Ep12

Process before proceeds

(Not) boring finds for this week – August 1, 2018


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