Art Of Boring

In this episode, host Rob Campbell and 11 colleagues on the research team engage in a comprehensive post-mortem analysis, sharing candid reflections on their decision-making processes over the past year. This episode underscores the significance of learning from both successes and mistakes, highlighting the value of vulnerability and introspection within the investment team at Mawer. A Few Highlights: •  Investing before comfort in competitive markets is necessary for returns •   Less complexity in investment strategies often results in more alpha •  Significant market changes can take longer to affect companies than expected •  Large acquisitions are risky; patience in evaluation is key •  Leaning harder on inductive evidence and numbers for decision-making •  Understanding the importance of parent companies in investment decisions •  Finding a balance in analysis depth to retain key insights without becoming lost in the details Host: Rob Campbell, CFA, Institutional Portfolio Manager Guests: Christian Dec