81 episodes
Art of Boring Mawer Investment Management Ltd.
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- Investing
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5.0 • 4 Ratings
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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.
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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.
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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.”
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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.
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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.
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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!
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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.
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