Art Of Boring
Playing the plan: Mawer’s international equity portfolio | EP41
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 0:23:43
- More information
Informações:
Synopsis
Lead 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.
