Playing the plan: Mawer's U.S. equity portfolio | EP120

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Recorded09 Nov 2022

Publisherfeeds.libsyn.com ↗

Handlerec:8567324

Show notes

The deglobalization shift, long-term opportunities we're seeing in utilities, and what's interesting about gravel. Highlights: Impacts of currency swings and a strong U.S. dollar at the portfolio and company level Why we're shifting to more domestic companies: E.g., Texas Instruments, Martin Marietta, Paychex The long-term runway potential for utilities—and renewables: E.g., Southern Company, AEP, Amphenol, and Linde How we're adding resiliency to prepare for any scenario: E.g., AmerisourceBergen, Hershey, Intuit, Verisk

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