Take a journey through all things important to bottom-up, long-term, disciplined investing…
Welcome to the Art of Boring podcast where we provide a deeper dive into Mawer’s investment philosophy, thinking, and decision-making in order to help you become a more informed investor.
Cameron Webster, CFA, MBA
Institutional Portfolio Manager
Cam likes to think and act long-term. He has broad experience in the capital markets over his 20+ years as an analyst, portfolio manager, and client service professional. When not thinking about markets and investing, Cam trains and participates in other “boring” and disciplined activities such as ultra-endurance races—marathon, triathlon, one-day 300+km bike rides.
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.Listen
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.Listen
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.Listen
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 10 holdings.Listen
Subscribe to receive our latest insights and quarterly updates.