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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The Grand Canyon and the Pop-Tart whip
If ever there was an activity to experience vicariously, it’s got to be ultra-marathoning.
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Central bank intervention: Masterpiece or mess?
On January 29, 2016, Bank of Japan Governor, Haruhiko Kuroda, hosted a press conference about Japan’s decision to lower interest rates below 0% for the first time.
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Part 3: A walk along Risk Road with Jim Hall
At Mawer, we spend a great deal of time asking and answering the question: So what?
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The unknown hockey puck phenomenon
Last week we had a sendoff for one of our colleagues, Ong, an equity analyst originally from Thailand, relocating to our Singapore office. Ong received a gift bag of “Canadiana” gear which included a hockey jersey and a hockey puck.
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The portfolio is the hedge
Growing up in post-Soviet Kazakhstan and later Russia, Stanislav received an education in money that would seem alien to North American children.
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Seneca says: Avoid the crowd
Two thousand years later, many of Seneca’s ideas still provide readers with relevant and practical life lessons.
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Part 2: A walk along Risk Road with Jim Hall
At Mawer, we spend a great deal of time asking and answering the question: So What?
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A new kind of index theory
One of the most important survival tricks when travelling in China was to have toilet paper with me at all times.
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A walk along Risk Road with Jim Hall
At Mawer, we spend a great deal of time asking and answering the question: So What? A company’s share price is down 6%...so what? A central bank moved interest rates up…so what?” Google re-named itself Alphabet…so what?”
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What’s in your strawberry yogurt?
The flavour in strawberry yogurt is an example of a business model that is often wealth-creating: a keystone business.
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Mawer’s top book recommendations for 2016
Every year, our team pulls together a list of books that influenced our thinking in the previous year.
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Volatile, unpredictable…and entirely normal
Stock markets have been jittery lately.
-
The Grand Canyon and the Pop-Tart whip
If ever there was an activity to experience vicariously, it’s got to be ultra-marathoning.
May 18, 2016
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Central bank intervention: Masterpiece or mess?
On January 29, 2016, Bank of Japan Governor, Haruhiko Kuroda, hosted a press conference about Japan’s decision to lower interest rates below 0% for the first time.
May 10, 2016
-
Part 3: A walk along Risk Road with Jim Hall
At Mawer, we spend a great deal of time asking and answering the question: So what?
April 26, 2016
-
The unknown hockey puck phenomenon
Last week we had a sendoff for one of our colleagues, Ong, an equity analyst originally from Thailand, relocating to our Singapore office. Ong received a gift bag of “Canadiana” gear which included a hockey jersey and a hockey puck.
April 14, 2016
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The portfolio is the hedge
Growing up in post-Soviet Kazakhstan and later Russia, Stanislav received an education in money that would seem alien to North American children.
March 29, 2016
-
Seneca says: Avoid the crowd
Two thousand years later, many of Seneca’s ideas still provide readers with relevant and practical life lessons.
March 17, 2016
-
Part 2: A walk along Risk Road with Jim Hall
At Mawer, we spend a great deal of time asking and answering the question: So What?
March 9, 2016
-
A new kind of index theory
One of the most important survival tricks when travelling in China was to have toilet paper with me at all times.
February 25, 2016
-
A walk along Risk Road with Jim Hall
At Mawer, we spend a great deal of time asking and answering the question: So What? A company’s share price is down 6%...so what? A central bank moved interest rates up…so what?” Google re-named itself Alphabet…so what?”
February 17, 2016
-
What’s in your strawberry yogurt?
The flavour in strawberry yogurt is an example of a business model that is often wealth-creating: a keystone business.
February 10, 2016
-
Mawer’s top book recommendations for 2016
Every year, our team pulls together a list of books that influenced our thinking in the previous year.
January 27, 2016
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Volatile, unpredictable…and entirely normal
Stock markets have been jittery lately.
January 21, 2016
