Art Of Boring
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 71:07:12
- More information
Informações:
Synopsis
Listen as Mawer Investment Management Ltd. takes a deeper dive into the investment philosophy and strategies that have helped put the odds in their clients favour for over 40 years.
Episodes
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Quarterly update | Q1 2020 | EP59
09/04/2020 Duration: 25minA review of the quarter: how we’re positioning our portfolios and what investors should keep in mind during these volatile times.
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Q&A with CIO: The top questions being asked right now | EP58
02/04/2020 Duration: 24minCIO, Paul Moroz, answers clients’ most frequently asked questions during these extraordinary times.
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Playing the plan: Mawer’s Canadian equity portfolio | EP57
25/03/2020 Duration: 22minWhat we’re doing to mitigate potential sharp edges in the portfolio, as well as position for medium and long-term risks and opportunities.
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Mawer market update March 20, 2020 | EP56
20/03/2020 Duration: 22minFractals, raining money, and making decisions under uncertainty. CIO Paul Moroz continues the discussion of the current economic environment.
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Mawer market update March 2020 | EP55
13/03/2020 Duration: 19minCIO Paul Moroz discusses our strategy and thoughts during this time of significant market volatility.
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The reverse roadshow | EP54
11/03/2020 Duration: 36minWhy our team locks themselves in a room for a week to speak with over 30 management teams: to drive focus and attention on the companies that are going to have the best chance of meeting our investment criteria.
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Playing the plan: Mawer's international equity portfolio | EP53
04/03/2020 Duration: 31minLead portfolio manager, David Ragan, on how the team strategizes in the wake of a market shake-up (e.g., coronavirus). Also included: updates on HFDC, Seven & i, and Aon.
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Playing the plan: Mawer’s global equity portfolio | EP52
05/02/2020 Duration: 29minCIO Paul Moroz discusses how we’ve approach building resilient global portfolios over the years, the new “Cold War” between China and the U.S. and its wider reaching impact, and how “the real money’s in the holding.”
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Negative interest rates in an unprecedented time| EP51
22/01/2020 Duration: 32minThis episode, our CIO Paul Moroz considers the potential themes and catalysts that are driving negative interest rates, what that may mean for investors, and whether those signal a new, longer term paradigm shift.
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Quarterly update | Q4 2019 | EP50
15/01/2020 Duration: 19minFeaturing insights from the fourth quarter from Balanced and Global Balanced Fund co-manager and Asset Mix Chair, Greg Peterson.
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Playing the plan: Mawer’s Canadian equity portfolio | EP49
04/12/2019 Duration: 27minDirector of Research and Canadian equity lead manager, Vijay Viswanathan, discusses risks and opportunities in Canada, the cannabis industry’s value chain, and potential transformations to the food retailer business model.
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Technical debt | EP48
20/11/2019 Duration: 33minThis episode, we interview our Head of Information Security and Infrastructure, Dwight Pratt, and Equity Analyst, Karan Phadke, on the ramifications of technical debt to businesses and investors.
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Playing the plan: Mawer’s emerging markets equity portfolio | EP47
06/11/2019 Duration: 23minLead portfolio manager, Peter Lampert, discusses the current environment for emerging markets and what opportunities and challenges we’re seeing for the portfolio.
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Sustainable Development Goals: What they are and how Canada measures up | EP46
16/10/2019 Duration: 21minVice President of the Community Foundations of Canada, JP Bervoets, explains the UN’s sustainable development goals—and how individuals and corporations can get on board to make a difference.
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Quarterly update | 3Q 2019 | EP45
14/10/2019 Duration: 15minFeaturing insights from the third quarter from Balanced and Global Balanced Fund co-manager and Asset Mix Chair, Greg Peterson.
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Playing the plan: Mawer’s global small cap portfolio | EP44
02/10/2019 Duration: 22minEquity analyst, John Wilson, shares how the team approaches separating signal from noise, why defensive business models make for a resilient portfolio, and the advantages of a “cookie-cutter” growth runway in a slowing market environment.
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Playing the plan: Mawer’s U.S. equity portfolio | EP43
04/09/2019 Duration: 44minU.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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Making a difference: Impact investing | EP42
21/08/2019 Duration: 46minCalgary Foundation Board and Impact Investing Committee Chair, Bob Gibson, and Director, Investments, Lauren Frosst, discuss the Foundation’s definition of impact investing, why the foundation became involved, and how they got started.
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Playing the plan: Mawer’s international equity portfolio | EP41
07/08/2019 Duration: 23minLead portfolio manager, David Ragan, discusses some big picture risks (Brexit and U.S.-China trade wars) and then dives deep into the investment thesis behind LVMH and Bunzl.
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Lessons from 33 years of investing | EP40
24/07/2019 Duration: 39minInvesting legend Martin Ferguson, pioneer of the award-winning Mawer Canadian small-cap strategy shares the lessons he learned over his 33-year career.