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.
Investing with your eyes: CIO insights from South America | Paul Moroz | Ep12
CIO Paul Moroz continues to travel the world doing fundamental research for the global equity and the global small cap strategies. This episode reveals specific observations from his recent research trip to South America and New York City.
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.
Playing the plan: Mawer's equity philosophy in action | Christian Deckart | EP07
Christian Deckart, Deputy CIO and co-manager of global small cap and global equity strategies, takes us on a journey through the Mawer investment philosophy by walking us through the investment thesis of four of the global small cap strategy’s top...
The anatomy of trust
For investors, trust is an especially fascinating topic. It’s often a factor within the investment thesis since it relates to management teams. And yet, how should we consider “trust” in the context of management teams? How much trust is really...
Not everybody does it, but for long-term investors, the edge scuttlebutt provides is worth the time and effort.
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