Playing the plan: Mawer's U.S. equity portfolio | EP24

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Recorded17 Dec 2018

Publisherfeeds.libsyn.com ↗

Handlerec:8567420

Show notes

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.

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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