Playing the plan: Mawer’s U.S. equity portfolio | EP105
Portfolio Managers Grayson Witcher and Colin Wong share market observations, industries where fundamentals are shifting, and a few recent additions to the portfolio.
All Articles
Tag "macro risk"
-
-
Playing the plan: Mawer’s EAFE large cap portfolio | EP104
Jim Hall (chair, head of our risk management process, and portfolio manager) shares his overall observations on prevailing macroeconomic risks—and the effects on our process and the EAFE large cap portfolio.
-
Quarterly update | Q4 2021 | EP100
The major themes of Q4 and a look ahead to 2022.
-
Playing the plan: Mawer’s U.S. equity portfolio | EP86
“Making the macro micro” around demand trends, inflation concerns, valuations, and earnings. We discuss Comcast, Visa, Dollar General, Alphabet, and more.
-
Nuances to portfolio construction | EP75
Mawer U.S. Equity Portfolio Manager, Grayson Witcher, takes us through how the team approaches portfolio construction.
-
Playing the plan: Mawer’s Canadian small cap portfolio | EP34
Lead manager Jeff Mo discusses the psychology that drove the Canadian economy over the past 6 months, the correlation between Canadian and emerging markets equities, and what a holding “meeting our expectations” means at Mawer.
-
Every BEEP matters
We focus on best execution (avoiding the steamroller), but also try not to lose sight of the knowledge that a penny lost might be worth dollars of return should our investment thesis be correct.
-
A walk along Risk Road with Jim Hall
At Mawer, we spend a great deal of time asking and answering the question: So What? A company’s share price is down 6%...so what? A central bank moved interest rates up…so what?” Google re-named itself Alphabet…so what?”
