Playing the plan: Mawer's equity philosophy in action | Christian Deckart | EP07
Deputy CIO, Christian Deckart, takes listeners on a journey through Mawer’s equity investment philosophy by walking through the investment thesis of four of the firm’s global small cap strategy’s top ten holdings: Softcat, Tsuruha, XP Power, and VZ Holding.
- idea generation behind the stock purchase
- investment theses
- competitive advantages
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