Tag "growth runway"
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.
One reason we look for great managers is because they frequently surprise on the upside by extending growth runways and increasing business durability, which ultimately leads to greater value.
India in flight: Finding the long investment runways
How many toilets do you have at home? Or rather—let me put it this way: do you have a toilet in your home? For most people reading this, the idea of not having one may sound crazy, but in India,...
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