How to make (good) decisions | EP112
CIO Paul Moroz unpacks the foundational components to better decision making for investing, business, and life.
All Articles
Tag "process"
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Creativity vs. Frameworks: How to build a better decision-making environment | EP108
On building a “global investment franchise” and balancing the trade-offs between creativity, efficiency, and process to build a consistent environment for better investment decisions.
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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.
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Introducing the Mawer U.S. mid cap equity strategy | EP95
Why we launched—our interest and history in U.S. mid cap stocks—potential benefits of the asset class, and a few holding examples.
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Playing the plan: Mawer's global equity portfolio | EP71
CIO Paul Moroz discusses resilience, global monetary policy, and current themes such as TikTok and a potential “technological iron curtain.”
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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.
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Process before proceeds
In theory, investors should improve at least linearly over time as they make and learn from errors. But in practice, there seems to be little evidence of this (only few active managers beat the market over longer time periods).
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The expert problem
A better understanding of how and when to utilize experts helps prevent wasting time and money.
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Skating over the line
Narrow rules have a cost. Although there is value in the clarity of rule, process and position, a system must also be flexible.
