Tag "management teams"
Why capital allocation is critical to investor success
One of our enduring beliefs is that investors serially underappreciate the long-term value of strong management teams
Playing the plan: Mawer’s emerging markets equity portfolio | EP47
Lead portfolio manager, Peter Lampert, discusses the current environment for emerging markets and what opportunities and challenges we’re seeing for the portfolio.
Columbia Business School interviews Mawer CIO
CIO Paul Moroz was interviewed by Columbia's Business School about how he got into investing, his experiences, and more.
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.
Decentralized structures: a competitive advantage | EP31
Equity analyst John Wilson discusses how decentralized organizations can maintain agility and operational excellence as a defense to the negative aspects of change.
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.
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