Art of Boring
By Mawer Investment Management Ltd.
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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.
||CleanDecentralized structures: a competitive advantage | EP31||Equity analyst John Wilson discusses how decentralized organizations can maintain agility and operational excellence as a defense to the negative aspects of change.||3/13/2019||Free||View in iTunes|
||CleanPlaying the plan: Mawer's emerging markets equity portfolio | EP30||Lead portfolio manager, Peter Lampert, discusses the investment thesis behind two Emerging Markets banks, the risk of shadow banking in China, Shanghai International Airport and Samsung Electronics.||3/6/2019||Free||View in iTunes|
||CleanGood travels: The many business models found in the travel industry | EP29||On this episode, institutional portfolio manager, Rob Campbell, explores a few different types of business models in the travel industry and their respective risks and competitive advantages.||2/20/2019||Free||View in iTunes|
||CleanDefining intrinsic value in a stochastic world | EP28||Equity analyst, Justin Anderson, walks us through the definition of intrinsic value, how we model it, and some of the ways it might be influenced by technology now and in the future.||2/6/2019||Free||View in iTunes|
||CleanTrader Talk | EP27||Equity traders Merv Mendes and Peter Dmytruk discuss the evolution of the trading desk at Mawer, the difference between quantitative and qualitative data, and the value of relationship building.||1/23/2019||Free||View in iTunes|
||CleanQuarterly update | 4Q 2018 | EP26||Featuring insights from the fourth quarter from Balanced and Global Balanced Fund co-manager and Asset Mix Chair, Greg Peterson.||1/14/2019||Free||View in iTunes|
||CleanBrick by brick - constructing a resilient global balanced portfolio starts from the bottom up | EP25||CIO, Paul Moroz, walks listeners through the reasons why going global is optimal in today’s environment. He discusses the paradigm shift from a closed world to globalization, how home bias is often a pure investing error, and how assessing stocks on..||1/9/2019||Free||View in iTunes|
||CleanPlaying the plan: Mawer’s U.S. equity portfolio | EP24||U.S. portfolio manager, Grayson Witcher, discusses the sustainability of U.S. earnings, some of the major position changes over the past two years, and overall team learnings.||12/17/2018||Free||View in iTunes|
||CleanOn leadership and decision-making: lessons from our president | EP23||In light of our president Michael Mezei’s upcoming retirement, he sits down to reflect on the many lessons in leadership he’s gained over the course of his career.||12/5/2018||Free||View in iTunes|
||CleanManaging investments for foundations and not-for-profits | EP22||Institutional Portfolio Manager, Andrew Johnson, discusses key investment issues foundations and not-for-profits are facing in today's environment.||11/28/2018||Free||View in iTunes|
||CleanPlaying the plan: Mawer’s global small cap portfolio | EP21||Deputy CIO, Christian Deckart, discusses global small-cap portfolio holdings to demonstrate the small-cap life cycle, how M&As present a double-edged sword, and how the team continues to turn over new stones.||11/21/2018||Free||View in iTunes|
||CleanThe art of the management team interview | EP20||Global small cap equity analyst, Karan Phadke, discusses his experience interviewing management teams. He reveals why assessing a management team’s strength is so important to our investment philosophy, the characteristics we look for, and explains th||11/7/2018||Free||View in iTunes|
||CleanPlaying the plan: Mawer’s international equity portfolio | EP19||David Ragan, co-manager of Mawer’s international equity strategies, discusses the current economic environment, what changes have been made to the portfolio as a result, and highlights holdings in the exciting worlds of nanotechnology, door locks, and||10/24/2018||Free||View in iTunes|
||CleanQuarterly update | 3Q 2018 | EP18||Featuring third quarter insights from Greg Peterson, portfolio manager of Mawer’s balanced and global balanced strategies. Greg provides perspective on emerging markets, the implications of rising interest rates, and USMCA (NAFTA 2.0).||10/10/2018||Free||View in iTunes|
||CleanPlaying the plan: Mawer’s global balanced portfolio | EP17||CIO and co-manager, Paul Moroz, discusses how to build the most resilient global portfolio possible and reveals Mawer’s four building blocks to risk management.||9/26/2018||Free||View in iTunes|
||CleanLanguage Matters in investing | EP16||Institutional portfolio manager, Rob Campbell, explains the concept of suitcase words: words into which people attribute—or pack—multiple meanings. He discusses how honing our language skills can contribute to better investing outcomes.||9/12/2018||Free||View in iTunes|
||CleanPlaying the plan: Mawer’s Emerging Markets Equity portfolio | EP15||Lead portfolio manager, Peter Lampert, discusses the current investing environment for emerging markets, the importance of resilience, and reviews portfolio holdings in beer, security systems, and bakery ingredient distribution.||8/29/2018||Free||View in iTunes|
||CleanPlaying the plan: Mawer’s U.S. equity portfolio | EP14||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’s investment process.||8/15/2018||Free||View in iTunes|
||CleanPlaying the plan: Mawer’s Canadian equity portfolio | EP13||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 insurance industries.||8/8/2018||Free||View in iTunes|
||CleanInvesting with your eyes: CIO insights from South America | EP12||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 America and New York City.||7/25/2018||Free||View in iTunes|
||CleanQuarterly update | 2Q 2018 | EP11||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 levels, and the influence of central ban||7/12/2018||Free||View in iTunes|
||CleanScuttlebutt and its dramatic effect on long-term investing | John Wilson | EP10||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 take you from Bogota to Oslo.||7/4/2018||Free||View in iTunes|
||CleanUnderweight: our take on Japan | EP09||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 some positives: two of the portfol||6/20/2018||Free||View in iTunes|
||CleanGetting in alignment: Why investors need to pay attention to executive compensation | EP08||Jeff Mo, portfolio manager of Mawer’s Canadian small cap strategies, discusses the significant importance of executive compensation to long-term investment performance.||6/7/2018||Free||View in iTunes|
||CleanPlaying the plan: Mawer's equity philosophy in action| EP07||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||5/23/2018||Free||View in iTunes|
||CleanThe competitive advantage of high performing teams | EP06||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 me||5/9/2018||Free||View in iTunes|
||CleanSupersize me: Province of Alberta goes large and issues first time benchmark euro-denominated bond | EP05||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.||4/25/2018||Free||View in iTunes|
||CleanQuarterly Update | 1Q 2018 | EP04||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 fo||4/11/2018||Free||View in iTunes|
||CleanMoneyball and Automation: Introducing “The Lab” | Justin Anderson | EP03||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 an||4/4/2018||Free||View in iTunes|
||CleanChina observations | Peter Lampert | EP02||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, se||3/21/2018||Free||View in iTunes|
||CleanIndia observations | Paul Moroz | EP01||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 impor||2/15/2018||Free||View in iTunes|
First Class investor education!
You get what you Inspect not what you Expect. So Mawer’s theme of Bottom Up approach helps manage risk. Being in direct contact with companies you invest our money in, is reassuring. This also resonates with me. Pod cast is great format.
This is a fantastic podcast. It is always a pleasure to hear the insightful ideas and thought process behind some of today’s top investors.
Mawer’s bottom up investment philosophy resonates deeply with me and I believe it is the best way to have long-term success in the market.
If Mawer would only interview me for a job opportunity I would rate this podcast 6 stars.
Thanks for sharing your ideas and the great work. Keep it up!