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.
All Articles
Tag "U.S. equities"
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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.
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Nuances to portfolio construction | EP75
Mawer U.S. Equity Portfolio Manager, Grayson Witcher, takes us through how the team approaches portfolio construction.
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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.
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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.
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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.
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Deep dive: The U.S. healthcare industry | EP35
Equity analyst and previous biomedical researcher, Amit Shah, discusses the healthcare industry in the U.S.
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Be a cog, not a clog: Servicing complex value chains
It all comes down to the value proposition a company provides to the client.
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Quarterly update | 2Q 2018 | EP11
This episode features insights from the past quarter by Greg Peterson, portfolio manager of Mawer’s balanced and global balanced strategies.
