Take a journey through all things important to bottom-up, long-term, disciplined investing…
Welcome to the Art of Boring podcast where we provide a deeper dive into Mawer’s investment philosophy, thinking, and decision-making in order to help you become a more informed investor.
Cameron Webster, CFA, MBA
Institutional Portfolio Manager
Cam likes to think and act long-term. He has broad experience in the capital markets over his 20+ years as an analyst, portfolio manager, and client service professional. When not thinking about markets and investing, Cam trains and participates in other “boring” and disciplined activities such as ultra-endurance races—marathon, triathlon, one-day 300+km bike rides.
Playing the plan: Mawer’s Emerging Markets Equity portfolio | EP15
Peter Lampert, lead portfolio manager of Mawer’s Emerging Markets Equity Fund, discusses the current investing environment for emerging markets, the importance of resilience, and reviews portfolio holdings in beer, security systems, and bakery ingredient distribution.Listen
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.Listen
Playing the plan: Mawer’s Canadian equity portfolio | Vijay Viswanathan | EP13
Director of Research and Canadian equity co-manager, Vijay Viswanathan, discusses potential trade war impacts to the portfolio, Canada’s opportunity set, and dives deeper into holdings in the energy, e-commerce and insurance industries.Listen
Investing with your eyes: CIO insights from South America | Paul Moroz | Ep12
CIO Paul Moroz continues to travel the world doing fundamental research for the global equity and the global small cap strategies. This episode reveals specific observations from his recent research trip to South America and New York City.Listen
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