Art of Boring

14 Episodes

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 iconEpisodes

Playing the plan: Mawer’s U.S. equity portfolio | EP14

August 15th, 2018

31:18

Co-manager of Mawer’s U.S. equity portfolio, Grayson Witcher, discusses the impact of rising corporate debt levels, the importance of relationship building with management teams, and how fighting bias is key to Mawer…

Playing the plan: Mawer’s Canadian equity portfolio | EP13

August 8th, 2018

28:50

Director of Research and Canadian equity co-manager, Vijay Viswanathan, discusses potential trade war impacts to the portfolio, Canada’s opportunity set, and dives deeper into holdings in the energy, e-commerce and i…

Investing with your eyes: CIO insights from South America | EP12

July 25th, 2018

29:55

CIO Paul Moroz continues to travel the world doing fundamental research for the global equity and the global small cap strategies. This episode reveals specific observations from his recent research trip to South Ame…

Quarterly update | 2Q 2018 | EP11

July 12th, 2018

24:09

This episode features insights from the past quarter by Greg Peterson, Portfolio Manager of Mawer’s balanced and global balanced strategies. Greg provides perspective on global trade wars, rising corporate debt level…

Scuttlebutt and its dramatic effect on long-term investing | John Wilson | EP10

July 4th, 2018

19:55

John Wilson, analyst on Mawer’s global small cap strategy, discusses scuttlebutt’s valued place in Mawer’s investment process and its competitive advantage for long-term investors. Learn how just two phone calls can …

Underweight: our take on Japan | EP09

June 20th, 2018

21:34

David Ragan, portfolio manager of Mawer’s international equity strategies, discusses his—perhaps surprising—views on investing in Japan. While Dave holds some less than optimistic opinions, rest assured there are som…

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

June 7th, 2018

35:43

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

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

May 23rd, 2018

35:17

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: Sof…

The competitive advantage of high performing teams | EP06

May 9th, 2018

32:24

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 …

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

April 25th, 2018

15:30
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 Ca…
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