Art of Boring
Episodes
Quarterly update | 2Q 2018 | EP11
12 Jul 2018
Contributed by Lukas
This episode features insights from the past quarter by Greg Peterson, Portfolio Manager of Mawer's balanced and global balanced strategies. Greg pro...
Scuttlebutt and its dramatic effect on long-term investing | John Wilson | EP10
04 Jul 2018
Contributed by Lukas
John Wilson, analyst on Mawer's global small cap strategy, discusses scuttlebutt's valued place in Mawer's investment process and its competitive adv...
Underweight: our take on Japan | EP09
20 Jun 2018
Contributed by Lukas
David Ragan, portfolio manager of Mawer's international equity strategies, discusses his—perhaps surprising—views on investing in Japan. While Da...
Getting in alignment: Why investors need to pay attention to executive compensation | EP08
07 Jun 2018
Contributed by Lukas
Jeff Mo, portfolio manager of Mawer's Canadian small cap strategies, discusses the significant importance of executive compensation to long-term inve...
Playing the plan: Mawer's equity philosophy in action| EP07
23 May 2018
Contributed by Lukas
Deputy CIO, Christian Deckart, takes listeners on a journey through Mawer's equity investment philosophy by walking through the investment thesis of ...
The competitive advantage of high performing teams | EP06
09 May 2018
Contributed by Lukas
Vijay Viswanathan, Mawer's Director of Research, on the key characteristics of high performing investment teams. The discussion includes why cultivat...
Supersize me: Province of Alberta goes large and issues first time benchmark euro-denominated bond | EP05
25 Apr 2018
Contributed by Lukas
James Redpath (JR), Mawer fixed Income portfolio manager, answers why the Alberta government issued a benchmark euro-denominated bond—four to fi...
Quarterly Update | 1Q 2018 | EP04
11 Apr 2018
Contributed by Lukas
This episode features insights from the past quarter (1Q18) by Greg Peterson, Portfolio Manager of Mawer's Balanced and Global Balanced strategies. H...
Moneyball and Automation: Introducing "The Lab" | Justin Anderson | EP03
04 Apr 2018
Contributed by Lukas
Features the investment insights of Justin Anderson, Canadian equity analyst and leader of Mawer's zone of experimentation known as The Lab. The Lab ...
China observations | Peter Lampert | EP02
21 Mar 2018
Contributed by Lukas
Features the investment insights of Peter Lampert, Mawer Emerging Markets and International Equity portfolio manager, from his research trip to Chi...
India observations | Paul Moroz | EP01
16 Feb 2018
Contributed by Lukas
Features the investment insights of Mawer's Deputy Chief Investment Officer, Paul Moroz, from his research trip to India. Paul is also co-manager of ...