Playing the plan: Mawer's U.S. equity portfolio | EP43

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Recorded04 Sep 2019

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Handlerec:8567401

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U.S. equity co-manager, Colin Wong, discusses the big picture backdrop (interest rates, U.S.-China trade war) and then dives deep into the investment thesis behind Microsoft, A.O. Smith, and AptarGroup. Bonus: how the team's "bathroom list" review inspired an initiation in Hershey.

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

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