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Business
Investing
Management

Art of Boring

Updated 1 day 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.

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iTunes Ratings

4 Ratings
Average Ratings
4
0
0
0
0

The Best Episodes of:

Cover image of Art of Boring

Art of Boring

Updated 1 day ago

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: Deep dive: The U.S. healthcare industry | EP35

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Equity analyst and previous biomedical researcher, Amit Shah, discusses the healthcare industry in the U.S.

May 22 2019

19mins

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Rank #2: 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 #3: 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 #4: Quarterly update | 3Q 2018 | EP18

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Featuring third quarter insights from Greg Peterson, portfolio manager of Mawer’s balanced and global balanced strategies. Greg provides perspective on emerging markets, the implications of rising interest rates, and USMCA (NAFTA 2.0).

Oct 10 2018

18mins

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Rank #5: 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 #6: 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 #7: 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 #8: Language Matters in investing | EP16

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Institutional portfolio manager, Rob Campbell, explains the concept of suitcase words: words into which people attribute—or pack—multiple meanings. He discusses how honing our language skills can contribute to better investing outcomes.

Sep 12 2018

33mins

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Rank #9: Playing the plan: Mawer’s global small cap portfolio | EP21

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Deputy CIO, Christian Deckart, discusses global small-cap portfolio holdings to demonstrate the small-cap life cycle, how M&As present a double-edged sword, and how the team continues to turn over new stones.

Nov 21 2018

24mins

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Rank #10: Lessons from 33 years of investing | EP40

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Investing legend Martin Ferguson, pioneer of the award-winning Mawer Canadian small-cap strategy shares the lessons he learned over his 33-year career.

Jul 24 2019

40mins

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Rank #11: Getting in alignment: Why investors need to pay attention to executive compensation | EP08

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Jeff Mo, portfolio manager of Mawer’s Canadian small cap strategies, discusses the significant importance of executive compensation to long-term investment performance.

Jun 07 2018

35mins

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Rank #12: Playing the plan: Mawer’s Emerging Markets Equity portfolio | EP15

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Lead portfolio manager, Peter Lampert, discusses the current investing environment for emerging markets, the importance of resilience, and reviews portfolio holdings in beer, security systems, and bakery ingredient distribution.

Aug 29 2018

19mins

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Rank #13: Playing the plan: Mawer's equity philosophy in action| EP07

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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 10 holdings: Softcat PLC, Tsuruha Holdings, XP Power Ltd., VZ Holdings.

May 23 2018

35mins

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Rank #14: Moneyball and Automation: Introducing “The Lab” | Justin Anderson | EP03

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Features the investment insights of Justin Anderson, Canadian equity analyst and leader of Mawer’s zone of experimentation known as The Lab. The Lab focuses on two main areas: 1) Applying new technologies to garner an investment edge; 2) Automating and streamlining the investment process.

Apr 04 2018

32mins

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Rank #15: Decentralized structures: a competitive advantage | EP31

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Equity analyst John Wilson discusses how decentralized organizations can maintain agility and operational excellence as a defense to the negative aspects of change.

Mar 13 2019

25mins

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Rank #16: 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 #17: 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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Rank #18: Playing the plan: Mawer’s Canadian equity portfolio | EP13

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Director of Research and Canadian equity co-manager, Vijay Viswanathan, discusses potential trade war impacts to the portfolio, Canada’s opportunity set, and dives deeper into holdings in the energy, e-commerce and insurance industries.

Aug 08 2018

28mins

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Rank #19: Quarterly update | 1Q 2019 | EP33

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

Apr 09 2019

17mins

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Rank #20: Playing the plan: Mawer’s global balanced portfolio | EP17

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CIO and co-manager, Paul Moroz, discusses how to build the most resilient global portfolio possible and reveals Mawer’s four building blocks to risk management.

Sep 26 2018

27mins

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