Tag "probabilistic thinking"
Playing the plan: Mawer’s U.S. equity portfolio | EP43
U.S. equity co-manager, Colin Wong, discusses the big picture backdrop (interest rates, U.S.-China trade war) and then dives deep into the investment thesis behind Microsoft, and A.O. Smith.
September 4, 2019
43 Mins
Storytelling is for bedtime: How we produce evidence-based research
We believe that clear communication of ideas and analysis contributes to sound decision-making.
August 14, 2019
5 Mins
Coffee cup risk
It is much more valuable to have a probabilistic risk evaluation process.
December 12, 2018
4 Mins
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