Ranked #1
The competitive advantage of high performing teams | EP06
The competitive advantage of high performing teams | EP06
Vijay Viswanathan, Mawer’s Director of Research, on the key characteristics of high performing investment teams. The di... Read more
9 May 2018
•
32mins
Ranked #2
Defining intrinsic value in a stochastic world | EP28
Defining intrinsic value in a stochastic world | EP28
Equity analyst, Justin Anderson, walks us through the definition of intrinsic value, how we model it, and some of the w... Read more
6 Feb 2019
•
26mins
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Ranked #3
Good travels: The many business models found in the travel industry | EP29
Good travels: The many business models found in the travel industry | EP29
On this episode, institutional portfolio manager, Rob Campbell, explores a few different types of business models in th... Read more
20 Feb 2019
•
24mins
Ranked #4
Technical debt | EP48
Technical debt | EP48
This episode, we interview our Head of Information Security and Infrastructure, Dwight Pratt, and Equity Analyst, Karan ... Read more
20 Nov 2019
•
33mins
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Ranked #5
The art of the management team interview | EP20
The art of the management team interview | EP20
Global small cap equity analyst, Karan Phadke, discusses his experience interviewing management teams. He reveals why a... Read more
7 Nov 2018
•
27mins
Ranked #6
Playing the plan: Mawer’s Canadian equity portfolio | EP49
Playing the plan: Mawer’s Canadian equity portfolio | EP49
Director of Research and Canadian equity lead manager, Vijay Viswanathan, discusses risks and opportunities in Canada, t... Read more
4 Dec 2019
•
27mins
Ranked #7
Playing the plan: Mawer’s Canadian equity portfolio | EP32
Playing the plan: Mawer’s Canadian equity portfolio | EP32
Director of Research and Canadian equity lead manager Vijay Viswanathan discusses the overall Canadian economy, cozy ol... Read more
3 Apr 2019
•
40mins
Ranked #8
Playing the plan: Mawer’s Canadian small cap portfolio | EP34
Playing the plan: Mawer’s Canadian small cap portfolio | EP34
Lead manager Jeff Mo discusses the psychology that drove the Canadian economy over the past 6 months, the correlation b... Read more
8 May 2019
•
25mins
Ranked #9
Playing the plan: Mawer’s emerging markets equity portfolio | EP47
Playing the plan: Mawer’s emerging markets equity portfolio | EP47
Lead portfolio manager, Peter Lampert, discusses the current environment for emerging markets and what opportunities and... Read more
6 Nov 2019
•
23mins
Ranked #10
Playing the plan: Mawer’s U.S. equity portfolio | EP43
Playing the plan: Mawer’s U.S. equity portfolio | EP43
U.S. equity co-manager, Colin Wong, discusses the big picture backdrop (interest rates, U.S.-China trade war) and then d... Read more
4 Sep 2019
•
44mins
Ranked #11
Trader Talk | EP27
Trader Talk | EP27
Equity traders Merv Mendes and Peter Dmytruk discuss the evolution of the trading desk at Mawer, the difference between... Read more
23 Jan 2019
•
32mins
Ranked #12
Playing the plan: Mawer’s global small cap portfolio | EP44
Playing the plan: Mawer’s global small cap portfolio | EP44
Equity analyst, John Wilson, shares how the team approaches separating signal from noise, why defensive business models ... Read more
2 Oct 2019
•
22mins
Ranked #13
Making a difference: Impact investing | EP42
Making a difference: Impact investing | EP42
Calgary Foundation Board and Impact Investing Committee Chair, Bob Gibson, and Director, Investments, Lauren Frosst, dis... Read more
21 Aug 2019
•
46mins
Ranked #14
Sustainable Development Goals: What they are and how Canada measures up | EP46
Sustainable Development Goals: What they are and how Canada measures up | EP46
Vice President of the Community Foundations of Canada, JP Bervoets, explains the UN’s sustainable development goals—and ... Read more
16 Oct 2019
•
21mins
Ranked #15
Playing the plan: Mawer’s U.S. equity portfolio | EP24
Playing the plan: Mawer’s U.S. equity portfolio | EP24
U.S. portfolio manager, Grayson Witcher, discusses the sustainability of U.S. earnings, some of the major position chang... Read more
17 Dec 2018
•
32mins
Ranked #16
Playing the plan: Mawer's emerging markets equity portfolio | EP30
Playing the plan: Mawer's emerging markets equity portfolio | EP30
Lead portfolio manager, Peter Lampert, discusses the investment thesis behind two Emerging Markets banks, the risk of s... Read more
6 Mar 2019
•
18mins
Ranked #17
On leadership and decision-making: lessons from our president | EP23
On leadership and decision-making: lessons from our president | EP23
In light of our president Michael Mezei’s upcoming retirement, he sits down to reflect on the many lessons in leadershi... Read more
5 Dec 2018
•
27mins
Ranked #18
Playing the plan: Mawer’s international equity portfolio | EP19
Playing the plan: Mawer’s international equity portfolio | EP19
David Ragan, co-manager of Mawer’s international equity strategies, discusses the current economic environment, what ch... Read more
24 Oct 2018
•
34mins
Ranked #19
Deep dive: The U.S. healthcare industry | EP35
Deep dive: The U.S. healthcare industry | EP35
Equity analyst and previous biomedical researcher, Amit Shah, discusses the healthcare industry in the U.S.
22 May 2019
•
19mins
Ranked #20
Mawer Insight: Q&A with CIO | EP36
Mawer Insight: Q&A with CIO | EP36
CIO, Paul Moroz, answers clients’ questions about the current economic environment and how Mawer is positioning its por... Read more
29 May 2019
•
35mins
