Rank #1: Deep dive: The U.S. healthcare industry | EP35
Equity analyst and previous biomedical researcher, Amit Shah, discusses the healthcare industry in the U.S.
May 22 2019
Rank #2: 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 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
Rank #3: The art of the management team interview | EP20
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
Rank #4: Quarterly update | 3Q 2018 | EP18
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
Rank #5: 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 changes over the past two years, and overall team learnings.
Dec 17 2018
Rank #6: 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 ways it might be influenced by technology now and in the future.
Feb 06 2019
Rank #7: 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 shadow banking in China, Shanghai International Airport and Samsung Electronics.
Mar 06 2019
Rank #8: Language Matters in investing | EP16
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
Rank #9: Playing the plan: Mawer’s global small cap portfolio | EP21
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
Rank #10: Lessons from 33 years of investing | EP40
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
Rank #11: Getting in alignment: Why investors need to pay attention to executive compensation | EP08
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
Rank #12: Playing the plan: Mawer’s Emerging Markets Equity portfolio | EP15
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
Rank #13: Playing the plan: Mawer's equity philosophy in action| 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 10 holdings: Softcat PLC, Tsuruha Holdings, XP Power Ltd., VZ Holdings.
May 23 2018
Rank #14: Moneyball and Automation: Introducing “The Lab” | Justin Anderson | EP03
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
Rank #15: Decentralized structures: a competitive advantage | EP31
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
Rank #16: Trader Talk | EP27
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
Rank #17: 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 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
Rank #18: Playing the plan: Mawer’s Canadian equity portfolio | EP13
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
Rank #19: Quarterly update | 1Q 2019 | EP33
Featuring insights from the first quarter from Balanced and Global Balanced Fund co-manager and Asset Mix Chair, Greg Peterson.
Apr 09 2019
Rank #20: Playing the plan: Mawer’s global balanced portfolio | EP17
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