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Mawer Investment Management Ltd.
Art of BoringEpisodes
Mawer Investment Management Ltd.
Art of Boring
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As markets continue on a dynamic trend, fixed income portfolio manager Crista Caughlin discusses the economy and factors that drove markets in the first quarter of 2024. In addition, the reemergence of a more typical correlation pattern between
Portfolio Manager Manar Hassan-Agha discusses the importance of position sizing in investing and how factors like behavioural biases, market structures, and optimal betting strategies under the Kelly Criterion can impact returns at varying posi
Portfolio Manager Peter Lampert breaks down the decision to re-open the strategy to new institutional investors and the key inputs that determine the strategy’s capacity. In addition, “a tale of two acquisitions”: one head scratching, the other
In this episode, host Rob Campbell and 11 colleagues on the research team engage in a comprehensive post-mortem analysis, sharing candid reflections on their decision-making processes over the past year. This episode underscores the significanc
In this episode, newly appointed Fixed Income Portfolio Manager at Mawer, Brian Carney, shares his insights on global credit strategies. With over 30 years of experience in the investment industry, Brian discusses his career journey, the evolut
In this episode, Manar Hassan-Agha, co-manager of the Global Equity Strategy, joins host Rob Campbell to discuss applying the 'Moneyball' process in evaluating past investment decisions. They unpack the lessons learned from this approach, empha
In this episode, Kevin Minas sits down with Crista Caughlin, Lead Portfolio Manager at Mawer, focusing on the key economic developments of Q4, including growth levels, inflation trends, and the resilience of financial markets. They speak on the
In this episode, Dave Ragan, co-manager for the EAFE large-cap strategy, speaks on the current state and future prospects of EAFE markets. He delves into Japan's market challenges and opportunities, examines the impact of global interest rates
Portfolio Manager Peter Lampert dives into the world of emerging markets, sharing what’s changed for the portfolio since last year, insights on where we’re seeing new opportunities (e.g., Brazil), and the impact of geopolitical risks in Eastern
Today on the podcast, Equity Analyst Michael Vogel discusses the importance of analyzing technological shifts beyond artificial intelligence and how these shifts can impact non-tech companies in the portfolio. Michael emphasizes the cultural ap
A recap of the quarter and our thoughts on the hard vs. soft landing debate. Highlights: Main drivers of the market pullback Inflation’s persistent “stickiness” and potential implications of “higher for longer” interest rates How are consumers
Main themes impacting the portfolio and the benefits of systematically tracking investment decisions. Highlights: Valuation considerations in a higher rate environment How (and why) we’ve started systematically tracking and analyzing our inves
A look at the strategy a year on and why we think valuation should be more top of mind for investors. Highlights: Influence of big tech stocks on the U.S. market and associated impacts to the small and mid cap space The AI theme continues—Elas
How we approach finding new ideas in the widest investment universe. Highlights Eagles and vultures mental model—why idea generation is better enabled by one shared investment philosophy and knowledge base E.g., Novo Nordisk and Publicis Wh
Unpacking one of our key mental models around investing and managing risk. Highlights: What we mean by “non-predictive decision making” Examining the question, “what’s your outlook and how you are positioned accordingly?” through a non-predic
Market drivers that stood out this quarter, where inflation is at, and an asset mix update. Highlights: How markets have been climbing a “wall of worry” Recalling Cisco Systems and considering implications around the current concentration of t
Top highlights from the team’s recent research trips and a few business models we’re excited about. Highlights: Insights from visiting Norway, the Netherlands, Kazakhstan, India and some holdings—Equinor, AutoStore™, Ahold Delhaize, Adyen, G
A deep dive into key themes we’ve been focusing on, recent additions to the portfolio, and a few changes. Highlights: Quick recap: What has changed with the portfolio since 2022? What we mean by “engaged owners” (and the difference they can
Why management teams matter, energy companies rarely meet our investment criteria, and JPMorgan and State Street differ from many regional banks. Highlights Potential implications of the recent advancements in generative AI U.S. regional ban
Why genuine knowledge building and the ability to learn effectively in investing is difficult, and how we try to work around those challenges. Highlights: Context setting: What does “epistemology” mean, and why did we get excited about it in
The major themes of the quarter, where we are in the interest rate hike cycle, and our thoughts on the recent banking crisis. Highlights: The slow-moving impacts of central bank policy on inflation Our banking exposure Why it’s important for
This episode, we discuss our seven-point management assessment framework (with examples), our risk management approach, and overall thoughts on energy. Highlights: Why it’s difficult to find energy companies with sustainable competitive adva
Digging into last year’s performance drivers, the current opportunity set, and benefits of resuming boots-on-the-ground research. Highlights: A review of the market and our strategy’s performance in 2022 and three key learnings Why we exited
The nuanced impacts of inflation to companies’ balance sheets that investors might be missing. Highlights: How inflation can present major challenges to businesses Why investors need to look more closely at maintenance capital expenditures a
Chief Investment Officer Paul Moroz shares takeaways from the Research team's annual post-mortem discussions. Highlights: The cyclical—and long-term—aspect to investment learnings Why interest rake hikes were a big factor and topic of conver
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