Investment potential within the payments industry | EP69
A deep dive into the themes, fundamentals, and opportunity sets in the payments industry.
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.
Playing the plan: Mawer’s U.S. equity portfolio | EP14
Co-manager of Mawer’s U. S. equity portfolio, Grayson Witcher, discusses the impact of rising corporate debt levels, the importance of relationship building with management teams, and how fighting bias is key to Mawer’s investment process.