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Business
Investing
Management

Art of Boring

Updated about 1 month ago

Business
Investing
Management
Read more

Listen as Mawer Investment Management Ltd. takes a deeper dive into the investment philosophy and strategies that have helped put the odds in their clients’ favour for over 45 years.

Read more

Listen as Mawer Investment Management Ltd. takes a deeper dive into the investment philosophy and strategies that have helped put the odds in their clients’ favour for over 45 years.

iTunes Ratings

4 Ratings
Average Ratings
4
0
0
0
0

iTunes Ratings

4 Ratings
Average Ratings
4
0
0
0
0
Cover image of Art of Boring

Art of Boring

Latest release on Jul 03, 2020

Read more

Listen as Mawer Investment Management Ltd. takes a deeper dive into the investment philosophy and strategies that have helped put the odds in their clients’ favour for over 45 years.

Rank #1: The competitive advantage of high performing teams | EP06

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Vijay Viswanathan, Mawer’s Director of Research, on the key characteristics of high performing investment teams. The discussion includes why cultivating culture can be a great competitive advantage, some performance building frameworks, and what it means to be a “steward of the jersey.”

May 09 2018

32mins

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Rank #2: Defining intrinsic value in a stochastic world | EP28

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Equity analyst, Justin Anderson, walks us through the definition of intrinsic value, how we model it, and some of the ways it might be influenced by technology now and in the future.

Feb 06 2019

26mins

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Rank #3: Good travels: The many business models found in the travel industry | EP29

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On this episode, institutional portfolio manager, Rob Campbell, explores a few different types of business models in the travel industry and their respective risks and competitive advantages.

Feb 20 2019

24mins

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Rank #4: Technical debt | EP48

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This episode, we interview our Head of Information Security and Infrastructure, Dwight Pratt, and Equity Analyst, Karan Phadke, on the ramifications of technical debt to businesses and investors.

Nov 20 2019

33mins

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Rank #5: The art of the management team interview | EP20

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Global small cap equity analyst, Karan Phadke, discusses his experience interviewing management teams. He reveals why assessing a management team’s strength is so important to our investment philosophy, the characteristics we look for, and explains the difference between an “architect” and an “administrator.”

Nov 07 2018

27mins

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Rank #6: Playing the plan: Mawer’s Canadian equity portfolio | EP49

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Director of Research and Canadian equity lead manager, Vijay Viswanathan, discusses risks and opportunities in Canada, the cannabis industry’s value chain, and potential transformations to the food retailer business model.

Dec 04 2019

27mins

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Rank #7: Playing the plan: Mawer’s Canadian equity portfolio | EP32

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Director of Research and Canadian equity lead manager Vijay Viswanathan discusses the overall Canadian economy, cozy oligopolies, and the amount of foreign exposure in the portfolio.

Apr 03 2019

40mins

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Rank #8: Playing the plan: Mawer’s Canadian small cap portfolio | EP34

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Lead manager Jeff Mo discusses the psychology that drove the Canadian economy over the past 6 months, the correlation between Canadian and emerging markets equities, and what a holding “meeting our expectations” means at Mawer.

May 08 2019

25mins

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Rank #9: Quarterly update | Q1 2020 | EP59

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A review of the quarter: how we’re positioning our portfolios and what investors should keep in mind during these volatile times.

Apr 09 2020

25mins

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Rank #10: Playing the plan: Mawer’s emerging markets equity portfolio | EP47

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Lead portfolio manager, Peter Lampert, discusses the current environment for emerging markets and what opportunities and challenges we’re seeing for the portfolio.

Nov 06 2019

23mins

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Rank #11: Playing the plan: Mawer’s U.S. equity portfolio | EP43

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U.S. equity co-manager, Colin Wong, discusses the big picture backdrop (interest rates, U.S.-China trade war) and then dives deep into the investment thesis behind Microsoft, A.O. Smith, and AptarGroup. Bonus: how the team’s “bathroom list” review inspired an initiation in Hershey.

Sep 04 2019

44mins

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Rank #12: Trader Talk | EP27

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Equity traders Merv Mendes and Peter Dmytruk discuss the evolution of the trading desk at Mawer, the difference between quantitative and qualitative data, and the value of relationship building.

Jan 23 2019

32mins

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Rank #13: Playing the plan: Mawer’s global small cap portfolio | EP44

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Equity analyst, John Wilson, shares how the team approaches separating signal from noise, why defensive business models make for a resilient portfolio, and the advantages of a “cookie-cutter” growth runway in a slowing market environment.

Oct 02 2019

22mins

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Rank #14: Making a difference: Impact investing | EP42

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Calgary Foundation Board and Impact Investing Committee Chair, Bob Gibson, and Director, Investments, Lauren Frosst, discuss the Foundation’s definition of impact investing, why the foundation became involved, and how they got started.

Aug 21 2019

46mins

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Rank #15: Sustainable Development Goals: What they are and how Canada measures up | EP46

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Vice President of the Community Foundations of Canada, JP Bervoets, explains the UN’s sustainable development goals—and how individuals and corporations can get on board to make a difference.

Oct 16 2019

21mins

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Rank #16: Playing the plan: Mawer’s global equity portfolio | EP52

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CIO Paul Moroz discusses how we’ve approach building resilient global portfolios over the years, the new “Cold War” between China and the U.S. and its wider reaching impact, and how “the real money’s in the holding.”

Feb 05 2020

29mins

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Rank #17: Playing the plan: Mawer’s U.S. equity portfolio | EP24

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U.S. portfolio manager, Grayson Witcher, discusses the sustainability of U.S. earnings, some of the major position changes over the past two years, and overall team learnings.

Dec 17 2018

32mins

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Rank #18: Playing the plan: Mawer's emerging markets equity portfolio | EP30

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Lead portfolio manager, Peter Lampert, discusses the investment thesis behind two Emerging Markets banks, the risk of shadow banking in China, Shanghai International Airport and Samsung Electronics.

Mar 06 2019

18mins

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Rank #19: On leadership and decision-making: lessons from our president | EP23

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In light of our president Michael Mezei’s upcoming retirement, he sits down to reflect on the many lessons in leadership he’s gained over the course of his career. 

Dec 05 2018

27mins

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Rank #20: Playing the plan: Mawer’s international equity portfolio | EP19

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David Ragan, co-manager of Mawer’s international equity strategies, discusses the current economic environment, what changes have been made to the portfolio as a result, and highlights holdings in the exciting worlds of nanotechnology, door locks, and pharmacies.

Oct 24 2018

34mins

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Playing the plan: Mawer’s Canadian equity portfolio | EP66

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Why the current market environment “feels like 2030 is happening in 2020,” our perspective on the recent market recovery, and more.

Jul 03 2020

27mins

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Capitalizing on cloud migration | EP65

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The implications of cloud migration for enterprises, investors, and business models.

Jun 17 2020

26mins

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Introducing the new Mawer EAFE large cap strategy | EP64

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Why the strategy was created, how it was launched, and some holding examples.

Jun 02 2020

25mins

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Playing the plan: Mawer’s global small cap portfolio | EP63

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Deputy CIO Christian Deckart discusses natural contradictions in the portfolio and how the team plays “intellectual best ball.”

May 21 2020

24mins

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What the FAANG is going on? | EP62

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Exploring the why behind the FAANG’s outsized stock returns and the overall challenges of valuating tech companies.

May 13 2020

27mins

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CIO update | April 29, 2020 | EP61

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CIO Paul Moroz weighs in on recent movements in the market and how we may have “crossed the Rubicon” with respect to direct fiscal stimulus and are perhaps seeing the “collapse of the bond standard.”

Apr 29 2020

25mins

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Playing the plan: Mawer’s U.S. equity portfolio | EP60

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Lead portfolio manager, Grayson Witcher, discusses how the team is positioning the portfolio amidst the current uncertainty.

Apr 15 2020

29mins

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Quarterly update | Q1 2020 | EP59

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A review of the quarter: how we’re positioning our portfolios and what investors should keep in mind during these volatile times.

Apr 09 2020

25mins

Play

Q&A with CIO: The top questions being asked right now | EP58

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CIO, Paul Moroz, answers clients’ most frequently asked questions during these extraordinary times.

Apr 02 2020

24mins

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Playing the plan: Mawer’s Canadian equity portfolio | EP57

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What we’re doing to mitigate potential sharp edges in the portfolio, as well as position for medium and long-term risks and opportunities.

Mar 25 2020

22mins

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Mawer market update March 20, 2020 | EP56

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Fractals, raining money, and making decisions under uncertainty. CIO Paul Moroz continues the discussion of the current economic environment.

Mar 20 2020

22mins

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Mawer market update March 2020 | EP55

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CIO Paul Moroz discusses our strategy and thoughts during this time of significant market volatility. 

Mar 13 2020

19mins

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The reverse roadshow | EP54

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Why our team locks themselves in a room for a week to speak with over 30 management teams: to drive focus and attention on the companies that are going to have the best chance of meeting our investment criteria.

Mar 11 2020

36mins

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Playing the plan: Mawer's international equity portfolio | EP53

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Lead portfolio manager, David Ragan, on how the team strategizes in the wake of a market shake-up (e.g., coronavirus). Also included: updates on HFDC, Seven & i, and Aon.

Mar 04 2020

31mins

Play

Playing the plan: Mawer’s global equity portfolio | EP52

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CIO Paul Moroz discusses how we’ve approach building resilient global portfolios over the years, the new “Cold War” between China and the U.S. and its wider reaching impact, and how “the real money’s in the holding.”

Feb 05 2020

29mins

Play

Negative interest rates in an unprecedented time| EP51

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This episode, our CIO Paul Moroz considers the potential themes and catalysts that are driving negative interest rates, what that may mean for investors, and whether those signal a new, longer term paradigm shift.

Jan 22 2020

32mins

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Quarterly update | Q4 2019 | EP50

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Featuring insights from the fourth quarter from Balanced and Global Balanced Fund co-manager and Asset Mix Chair, Greg Peterson.

Jan 15 2020

19mins

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Playing the plan: Mawer’s Canadian equity portfolio | EP49

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Director of Research and Canadian equity lead manager, Vijay Viswanathan, discusses risks and opportunities in Canada, the cannabis industry’s value chain, and potential transformations to the food retailer business model.

Dec 04 2019

27mins

Play

Technical debt | EP48

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Read more

This episode, we interview our Head of Information Security and Infrastructure, Dwight Pratt, and Equity Analyst, Karan Phadke, on the ramifications of technical debt to businesses and investors.

Nov 20 2019

33mins

Play

Playing the plan: Mawer’s emerging markets equity portfolio | EP47

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Lead portfolio manager, Peter Lampert, discusses the current environment for emerging markets and what opportunities and challenges we’re seeing for the portfolio.

Nov 06 2019

23mins

Play

iTunes Ratings

4 Ratings
Average Ratings
4
0
0
0
0