Art Of Boring
Playing the plan: Mawer’s U.S. equity portfolio | EP120
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 0:34:18
- More information
Informações:
Synopsis
The deglobalization shift, long-term opportunities we’re seeing in utilities, and what’s interesting about gravel. Highlights: Impacts of currency swings and a strong U.S. dollar at the portfolio and company level Why we’re shifting to more domestic companies: E.g., Texas Instruments, Martin Marietta, Paychex The long-term runway potential for utilities—and renewables: E.g., Southern Company, AEP, Amphenol, and Linde How we’re adding resiliency to prepare for any scenario: E.g., AmerisourceBergen, Hershey, Intuit, Verisk