Quarterly update 2Q 2018

Quarterly update | 2Q 2018 | EP11

This episode features insights from the past quarter by Greg Peterson, Portfolio Manager of Mawer’s balanced and global balanced strategies.

July 12, 2018 24 Mins
Scuttlebutt and its dramatic effect on long term investing

Scuttlebutt and its dramatic effect on long-term investing | John Wilson | EP10

John Wilson, analyst on Mawer’s global small cap equity strategy, defines scuttlebutt and its competitive advantage for long-term investors.

July 4, 2018 19 Mins
Not boring finds June 27 2018

(Not) boring finds for this week – June 27, 2018

Twenty ways to make mistakes with money, the history of monetary innovation, untangling misconceptions around interest rates, and the truth (data) about the creativity of pop songs. It was (not) a boring week!

June 27, 2018 1 Mins
Underweight Our take on Japan

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.

June 20, 2018 21 Mins
Process before proceeds

Process before proceeds

In theory, investors should improve at least linearly over time as they make and learn from errors. But in practice, there seems to be little evidence of this (only few active managers beat the market over longer time periods).

June 12, 2018 3 Mins
Getting in alignment Why investors need to pay attention to executive compensation

Getting in alignment: Why investors need to pay attention to executive compensation | Jeff Mo | EP08

Jeff Mo, portfolio manager of Mawer’s Canadian small cap strategies, discusses the importance of executive compensation to long-term investment performance.

June 6, 2018 35 Mins
Twas the week before Christmas 2017

'Twas the week before Christmas...

‘Twas the week before Christmas And we’re again filled with cheer To provide our blog readers A review of the year:

December 20, 2017 2 Mins
India finding the long investment runways

India in flight: Finding the long investment runways

How many toilets do you have at home? Or rather—let me put it this way: do you have a toilet in your home? For most people reading this, the idea of not having one may sound crazy, but in India,...

December 15, 2017 5 Mins
Not boring finds for december

(Not) boring finds for December 2017

This month, we learned how Himalayan villagers may have more advanced lighting than New Yorkers; uncovered the surprisingly dark underbelly of online mattress wars; read a balanced bitcoin bulletin; and vicariously indulged in some dinners that made history.

December 6, 2017 2 Mins
the skiers guide to portfolio risk management

The skier’s guide to portfolio risk management

The ski season is officially open and the keeners have taken their first turns. I know our CIO, Jim Hall, is an avid skier so I sat down with him recently to discuss portfolio risk management and how it relates...

November 29, 2017 9 Mins
life at railway speed

Life at railway speed: Lessons from the technology hype cycle

In 1845, Scottish poet and author, William Aytoun, published his satire, How we got up the Glenmutchkin Railway, and how we got out of it. His story focused on the railway stock frenzy that gripped Great Britain, with the aim...

November 28, 2017 14 Mins
end of oil

The end of oil?

In the spring of 2000, Sheikh Yamani gave an unprecedented interview with The Telegraph on the future of oil. As he was the former Saudi oil minister from 1962 to 1986, many paid close attention to his declaration that “[t]hirty...

November 15, 2017 12 Mins
Scuttlebutt and its dramatic effect on long term investing

Scuttlebutt and its dramatic effect on long-term investing | John Wilson | EP10

John Wilson, analyst on Mawer’s global small cap equity strategy, defines scuttlebutt and its competitive advantage for long-term investors.

July 4, 2018 19 Mins
Underweight Our take on Japan

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.

June 20, 2018 21 Mins
Getting in alignment Why investors need to pay attention to executive compensation

Getting in alignment: Why investors need to pay attention to executive compensation | Jeff Mo | EP08

Jeff Mo, portfolio manager of Mawer’s Canadian small cap strategies, discusses the importance of executive compensation to long-term investment performance.

June 6, 2018 35 Mins
Playing the plan Mawers equity philosophy in action

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...

May 23, 2018 35 Mins
The competitive advantage of high performing teams

The competitive advantage of high performing teams | Vijay Viswanathan | EP06

Vijay Viswanathan, Mawer’s Director of Research, on the key characteristics of high performing investment teams.

May 9, 2018 32 Mins
Supersize me Province of Alberta goes large and issues first time benchmark euro denominated bond

Supersize me: Province of Alberta goes large and issues first-time benchmark euro-denominated bond | James Redpath | EP05

James Redpath (JR), Mawer fixed Income portfolio manager, answers why the Alberta government issued a benchmark euro-denominated bond—four to five times the average deal size in Canada—and what it may mean for the Canadian debt market.

April 25, 2018 15 Mins

Stay Curious

Subscribe to receive our latest insights and quarterly updates.


Popular Posts

The portfolio is the hedge

(Not) boring finds for this week – May 30, 2018

Southern exposure in the North: When Canadian small-caps expand into the U.S.

The skier’s guide to portfolio risk management

Enduring themes for volatile times


Categories

(Not) Boring Links

Business Models

Investment Approach

Mental Models

Risks

Stay curious

Subscribe to receive our latest insights and quarterly updates.