Playing the plan: Mawer’s U.S. equity portfolio | EP120
The deglobalization shift, long-term opportunities we’re seeing in utilities, and what’s interesting about gravel.
The deglobalization shift, long-term opportunities we’re seeing in utilities, and what’s interesting about gravel.
Why we launched—our interest and history in U.S. mid cap stocks—potential benefits of the asset class, and a few holding examples.
Mawer U.S. Equity Portfolio Manager, Grayson Witcher, takes us through how the team approaches portfolio construction.
Lead portfolio manager, Grayson Witcher, discusses how the team is positioning the portfolio amidst the current uncertainty.
Featuring insights from the second quarter from Balanced and Global Balanced Fund co-manager and Asset Mix Chair, Greg Peterson.
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.
Equity analyst and previous biomedical researcher, Amit Shah, discusses the healthcare industry in the U.S.
It all comes down to the value proposition a company provides to the client.
This episode features insights from the past quarter by Greg Peterson, portfolio manager of Mawer’s balanced and global balanced strategies.