75 episodes

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.

Art of Boring Mawer Investment Management Ltd.

    • Investing
    • 4.6 • 68 Ratings

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

    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.
     

    • 33 min
    Playing the plan: Mawer’s Canadian equity portfolio

    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.”

    • 31 min
    Quarterly update | Q3 2020

    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.

    • 17 min
    Playing the plan: Mawer’s Canadian bond portfolio

    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.

    • 19 min
    Playing the plan: Mawer's global equity portfolio

    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.”

    • 25 min
    Playing the plan: Mawer's emerging markets equity portfolio

    Playing the plan: Mawer's emerging markets equity portfolio

    Building resiliency while finding opportunities in emerging markets.

    • 21 min

Customer Reviews

4.6 out of 5
68 Ratings

68 Ratings

abdy4 ,

Abdy

I love this. It is so easy to follow along especially for someone who doesn’t have a financial background.

Baronialists ,

Very informative

Great presentation and consideration. Fantastic conversation and thoughts. Be Boring. Make Money!

jeff_yao ,

So far, it’s the best podcast for investment

Excellent topic and insightful talk!

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