Tag "management teams"

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
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
China Observations

China observations | Peter Lampert | EP02

Features the investment insights of Peter Lampert, Mawer Emerging Markets and International Equity portfolio manager, from his research trip to China.

March 21, 2018 31 Mins
India Observations

India observations | Paul Moroz | EP01

Features the investment insights of Mawer’s Deputy Chief Investment Officer, Paul Moroz, from his research trip to India.

February 27, 2018 33 Mins
Loss avoidance

Loss avoidance: The power of long-term thinking

A friend of mine was planning a long trip outside of Canada and didn’t really have a definite date as to when he’d be back. He was thinking a good six months to a year.

September 27, 2017 5 Mins
Anatomy of trust

The anatomy of trust

For investors, trust is an especially fascinating topic. It’s often a factor within the investment thesis since it relates to management teams. And yet, how should we consider “trust” in the context of management teams? How much trust is really...

August 9, 2017 7 Mins

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