Decentralized structures: a competitive advantage | EP31
Equity analyst John Wilson discusses how decentralized organizations can maintain agility and operational excellence as a defense to the negative aspects of change.
All Articles
Tag "management teams"
-
-
Management matters
One reason we look for great managers is because they frequently surprise on the upside by extending growth runways and increasing business durability, which ultimately leads to greater value.
-
The art of the management team interview | EP20
Global small cap equity analyst, Karan Phadke, discusses his experience interviewing management teams. He reveals why assessing a management team’s strength is so important to our investment philosophy, the characteristics we look for, and explains the difference between an “architect” and an “administrator.”
-
The competitive advantages of decentralized structures
How can a business continue to grow while still retaining the internal characteristics that helped contribute to its past success?
-
Underweight: Our take on Japan | David Ragan | EP09
David Ragan, portfolio manager of Mawer’s international equity strategies, reveals why the portfolio is—and has always been—underweight in Japan.
-
Playing the plan: Mawer's equity philosophy in action | Christian Deckart | EP07
Christian Deckart, Deputy CIO and co-manager of global small cap and global equity strategies, takes us on a journey through the Mawer investment philosophy by walking us through the investment thesis of four of the global small cap strategy’s top 10 holdings.
-
China observations | Peter Lampert | EP02
Features the investment insights of Peter Lampert, Mawer Emerging Markets and International Equity portfolio manager, from his research trip to China.
-
India observations | Paul Moroz | EP01
Features the investment insights of Mawer’s Deputy Chief Investment Officer, Paul Moroz, from his research trip to India.
-
Loss avoidance: The power of long-term thinking
Short-term gratification can hurt in the long run.
-
The anatomy of trust
For investors, trust is an especially fascinating topic. It’s often a factor within the investment thesis since it relates to management teams. And yet, how should we consider “trust” in the context of management teams? How much trust is really enough to invest with someone? And is it ever prudent to fully trust a management team?
-
Why executive compensation matters to investors
As investors, how can we ensure that the actions of executives are aligned with the interests of shareholders?
-
Drawing the negative space
Drawing the negative space is also a useful mental model in investing. In this case, the mental model is used as a way of approaching a problem from a new angle.
