Listen as Mawer Investment Management Ltd. takes a deeper dive into the investment philosophy and strategies that have helped put the odds in their clients’ favour for over 45 years.
Nuances to portfolio construction
Mawer U.S. Equity Portfolio Manager, Grayson Witcher, takes us through how the team approaches portfolio construction; assessing themes, offsets, and opportunities through holdings Nike, Carrier, UnitedHealth, Fastenal, and more.
Playing the plan: Mawer’s Canadian equity portfolio
A deep dive into three new holdings: Stella-Jones, Ritchie Bros., and Granite REIT, and what we mean when we say “winning by not losing.”
Quarterly update | Q3 2020
A review of the quarter: the ongoing impacts of COVID-19 on economic activity, continuing fiscal and monetary stimulus, and the run-up to the U.S. election.
Playing the plan: Mawer’s Canadian bond portfolio
Crista Caughlin, lead portfolio manager of Mawer’s fixed income strategies, discusses potential impacts of increasing global debt in a low interest rate environment and the three economic scenarios top of mind for the bond team.
Playing the plan: Mawer's global equity portfolio
CIO Paul Moroz discusses resilience, global monetary policy, and current themes such as TikTok and a potential “technological iron curtain.”
Playing the plan: Mawer's emerging markets equity portfolio
Building resiliency while finding opportunities in emerging markets.
Customer ReviewsSee All
I love this. It is so easy to follow along especially for someone who doesn’t have a financial background.
Great presentation and consideration. Fantastic conversation and thoughts. Be Boring. Make Money!
So far, it’s the best podcast for investment
Excellent topic and insightful talk!