U.S. Mid Cap Equities: Tech, Regional Banks, and Valuation | EP140
A look at the strategy a year on and why we think valuation should be more top of mind for investors.
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When to stand and when to shift
In investing, there are going to be times when you should be at odds with the market and times when you should not. Knowing when you should be different is an important question to ask and, from our perspective, should be informed by your goals and principles.
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Story time
While studying the stories of historical success is obviously an important part of learning, the approach also brings with it investing pitfalls to be aware of. One such pitfall is narrative bias.
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Let it land
In our efforts to express ourselves and to be heard we often hamper our ability to fully listen and discern. In order to see the big picture and respond to stimulus most effectively it’s important to first “let it land.”
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Why emerging markets?
Given the volatility and risks generally associated with emerging markets, some may ask “why there and why now?” There are a number of reasons...
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Beyond a reasonable doubt
Like many disciplines, investing requires measures of both science and art to navigate uncertainty and to move forward decisively.
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The worst lover in the world
In 2008, hedge fund manager Guy Spier sat in front of Warren Buffett at a charity lunch. According to Spier, Buffett asked him a question he would never forget...
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Mawer's book recommendations for 2017
Every year, our team pulls together a list of books that influenced our thinking in the previous year.
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'Twas the week before Christmas...
‘Twas the week before Christmas and Santa was near, once again it was time to reflect on the year.
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What's worse—errors of omission or errors of commission?
Mistakes are inevitable. In order to learn from them and become better investors we first need to be able to acknowledge mistakes when they happen.
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Keeping up with the cloud
As the cloud gains momentum, there are several changes to business models and to the competitive landscape in general that we believe are worth watching.
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Travel: A boots on the ground approach to research
An interview with Mawer International Equity Portfolio Manager, David Ragan, on the insights that only an in-person visit can provide.
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Remember Virginia
The flaw in polling models is that they are ill-equipped to respond to real time information as election results come in. This became very apparent on election night.
-
When to stand and when to shift
In investing, there are going to be times when you should be at odds with the market and times when you should not. Knowing when you should be different is an important question to ask and, from our perspective, should be informed by your goals and principles.
March 1, 2017
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Story time
While studying the stories of historical success is obviously an important part of learning, the approach also brings with it investing pitfalls to be aware of. One such pitfall is narrative bias.
February 22, 2017
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Let it land
In our efforts to express ourselves and to be heard we often hamper our ability to fully listen and discern. In order to see the big picture and respond to stimulus most effectively it’s important to first “let it land.”
February 15, 2017
-
Why emerging markets?
Given the volatility and risks generally associated with emerging markets, some may ask “why there and why now?” There are a number of reasons...
January 31, 2017
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Beyond a reasonable doubt
Like many disciplines, investing requires measures of both science and art to navigate uncertainty and to move forward decisively.
January 25, 2017
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The worst lover in the world
In 2008, hedge fund manager Guy Spier sat in front of Warren Buffett at a charity lunch. According to Spier, Buffett asked him a question he would never forget...
January 18, 2017
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Mawer's book recommendations for 2017
Every year, our team pulls together a list of books that influenced our thinking in the previous year.
January 4, 2017
-
'Twas the week before Christmas...
‘Twas the week before Christmas and Santa was near, once again it was time to reflect on the year.
December 21, 2016
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What's worse—errors of omission or errors of commission?
Mistakes are inevitable. In order to learn from them and become better investors we first need to be able to acknowledge mistakes when they happen.
December 14, 2016
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Keeping up with the cloud
As the cloud gains momentum, there are several changes to business models and to the competitive landscape in general that we believe are worth watching.
December 7, 2016
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Travel: A boots on the ground approach to research
An interview with Mawer International Equity Portfolio Manager, David Ragan, on the insights that only an in-person visit can provide.
November 30, 2016
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Remember Virginia
The flaw in polling models is that they are ill-equipped to respond to real time information as election results come in. This became very apparent on election night.
November 16, 2016
