Tag "U.S. equities"
Nuances to portfolio construction | EP75
Mawer U. S. Equity Portfolio Manager, Grayson Witcher, takes us through how the team approaches portfolio construction.
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 | 3Q 2019 | EP45
Featuring insights from the second quarter from Balanced and Global Balanced Fund co-manager and Asset Mix Chair, Greg Peterson.
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.
Deep dive: The U.S. healthcare industry | EP35
Equity analyst and previous biomedical researcher, Amit Shah, discusses the healthcare industry in the U. S.
Be a cog, not a clog: Servicing complex value chains
It all comes down to the value proposition a company provides to the client.