81 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
    • 5.0 • 4 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.

    Playing the plan: Mawer’s global equity portfolio

    Playing the plan: Mawer’s global equity portfolio

    Deputy CIO Christian Deckart discusses market performance in a “story of three quarters” and some new holdings we added to the portfolio—Admiral Group and Novo Nordisk.

    • 20 min
    Post-mortem: Learnings from 2020

    Post-mortem: Learnings from 2020

    CIO Paul Moroz discusses some of the Research team’s 2020 learnings—highlights include the challenge of using the market as a feedback system and the “Ben Stiller Theory.”

    • 25 min
    Playing the plan: Mawer’s international equity portfolio

    Playing the plan: Mawer’s international equity portfolio

    Lead portfolio manager, David Ragan, discusses how the portfolio did over the past year, why some companies were more resilient than others, and what makes skepticism a competitive advantage.

    • 28 min
    Quarterly update | Q4 2020

    Quarterly update | Q4 2020

    A look back on the major investment themes of 2020, and a look ahead at some of the risks and opportunities on our radar.

    • 21 min
    Holiday Special: Mawer's Annual Poem

    Holiday Special: Mawer's Annual Poem

    Our three hosts narrate Mawer's timely variation of "'Twas the week before Christmas"—an annual review of the year. Stay for the bloopers!
     

    • 4 min
    Game on: A deep-dive into the gaming industry

    Game on: A deep-dive into the gaming industry

    Front-of-mind investment learnings from equity analysts Justin Anderson and Joshua Samuel on the dynamic, evolving gaming universe.

    • 48 min

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