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Episodes

Getting in alignment: Why investors need to pay attention to executive compensation | EP08

6/7/2018
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Jeff Mo, portfolio manager of Mawer’s Canadian small cap strategies, discusses the significant importance of executive compensation to long-term investment performance.

Duration:00:35:42

Playing the plan: Mawer's equity philosophy in action| EP07

5/23/2018
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Deputy CIO, Christian Deckart, takes listeners on a journey through Mawer’s equity investment philosophy by walking through the investment thesis of four of the firm’s global small cap strategy’s top 10 holdings: Softcat PLC, Tsuruha Holdings, XP Power Ltd., VZ Holdings.

Duration:00:35:16

The competitive advantage of high performing teams | EP06

5/9/2018
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Vijay Viswanathan, Mawer’s Director of Research, on the key characteristics of high performing investment teams. The discussion includes why cultivating culture can be a great competitive advantage, some performance building frameworks, and what it means to be a “steward of the jersey.”

Duration:00:32:23

Supersize me: Province of Alberta goes large and issues first time benchmark euro-denominated bond | EP05

4/25/2018
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James Redpath (JR), Mawer fixed Income portfolio manager, answers why the Alberta government issued a benchmark euro-denominated bond—four to five times the average deal size in Canada—and what it may mean for the Canadian debt market.

Duration:00:15:29

Quarterly Update | 1Q 2018 | EP04

4/11/2018
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This episode features insights from the past quarter (1Q18) by Greg Peterson, Portfolio Manager of Mawer’s Balanced and Global Balanced strategies. Highlights include: the currency translation effect on Canadian equities, finding a margin of safety for investors, how the credit market is currently functioning and the main influencers that may cause market volatility going forward.

Duration:00:18:24

Moneyball and Automation: Introducing “The Lab” | Justin Anderson | EP03

4/4/2018
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Features the investment insights of Justin Anderson, Canadian equity analyst and leader of Mawer’s zone of experimentation known as The Lab. The Lab focuses on two main areas: 1) Applying new technologies to garner an investment edge; 2) Automating and streamlining the investment process.

Duration:00:32:00

China observations | Peter Lampert | EP02

3/21/2018
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Features the investment insights of Peter Lampert, Mawer Emerging Markets and International Equity portfolio manager, from his research trip to China. A few highlights include: exploration of the progression of manufacturing and the internet sectors, self-driving cars, the leapfrog impact of mobile technology, and scale benefits of China’s economic engine!

Duration:00:30:20

India observations | Paul Moroz | EP01

2/15/2018
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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 Mawer’s Global Equity and Global Small Cap strategies. In our discussion, Paul talks about the importance India’s change in administration has made to the investing landscape; explains India’s growing need for capital; shares the management meetings that left him deterred and excited; and, shines a light on why wearing shoes during company...

Duration:00:31:59