Tag "U.S. equities"
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.
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.
Stay curious
Subscribe to receive our latest insights and quarterly updates.
