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The Art of Boring™

All Articles

Tag "reverse roadshow"

  • EP95-IMG.png

    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.

    September 30, 2021 40 Mins
  • EP93.jpg

    Playing the plan: Mawer’s global small cap portfolio | EP93

    Mispricing patterns we’re seeing in the market; where we’re finding an edge; improving our management team assessment techniques.

    September 8, 2021 23 Mins
  • Playing-the-plan-Mawer-international-equity-portfolio-EP79.jpg

    Playing the plan: Mawer’s international equity portfolio | EP79

    Lead portfolio manager, David Ragan, discusses how the portfolio did over the past year, why some companies were more resilient than others, and what makes skepticism a competitive advantage.

    January 27, 2021 28 Mins
  • game-on-a-deep-dive-into-the-gaming-industry-ep76.png

    Game on: A deep-dive into the gaming industry | EP76

    Front-of-mind investment learnings from equity analysts Justin Anderson and Joshua Samuel on the dynamic, evolving gaming universe.

    December 9, 2020 48 Mins
  • The-reverse-roadshow-EP54.jpg

    The reverse roadshow | EP54

    Why our team locks themselves in a room for a week to speak with over 30 management teams.

    March 11, 2020 37 Mins
  • Whats-love-got-to-do-with-it-investing.jpg

    What’s love got to do with it? (Investing)

    Leave it to the “boring” folks at Mawer to turn an idea about love into a blog about investing.

    February 12, 2019

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Popular Posts

  • Europe, Energy, ESG: Observations from the road | EP126
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