Tag "management interviews"
The reverse roadshow | EP54
Why our team locks themselves in a room for a week to speak with over 30 management teams.
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.
Playing the plan: Mawer’s global small cap portfolio | EP21
Deputy CIO, Christian Deckart, discusses global small cap portfolio holdings to demonstrate the small cap life cycle, how M&As present a double-edged sword, and how the team continues to turn over new stones.
The art of the management team interview | EP20
Global small cap equity analyst, Karan Phadke, discusses his experience interviewing management teams.
Scuttlebutt and its dramatic effect on long-term investing | John Wilson | EP10
John Wilson, analyst on Mawer’s global small cap equity strategy, defines scuttlebutt and its competitive advantage for long-term investors.
Drawing the negative space
Drawing the negative space is also a useful mental model in investing. In this case, the mental model is used as a way of approaching a problem from a new angle.