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.
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
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.Listen
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.Listen
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