Tag "tech companies"
Playing the plan: Mawer's emerging markets equity portfolio | EP70
Building resiliency while finding opportunities in emerging markets.
Capitalizing on cloud migration | EP65
The implications of cloud migration for enterprises, investors, and business models.
What the FAANG is going on? | EP62
Exploring the why behind the FAANG’s outsized stock returns and the overall challenges of valuating tech companies.
Playing the plan: Mawer's U.S. equity portfolio | EP60
Lead portfolio manager, Grayson Witcher, discusses how the team is positioning the portfolio amidst the current uncertainty.
Quarterly update | Q1 2020 | EP59
A review of the quarter: how we’re positioning our portfolios and what investors should keep in mind during these volatile times.
Mawer market update March 2020 | EP55
CIO Paul Moroz discusses our strategy and thoughts during this time of significant market volatility.