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Playing the plan: Mawer’s international equity portfolio

Playing the plan: Mawer’s international equity portfolio

Released Wednesday, 7th August 2019
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Playing the plan: Mawer’s international equity portfolio

Playing the plan: Mawer’s international equity portfolio

Playing the plan: Mawer’s international equity portfolio

Playing the plan: Mawer’s international equity portfolio

Wednesday, 7th August 2019
Good episode? Give it some love!
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Lead portfolio manager, David Ragan, discusses some big picture risks (Brexit and U.S.-China trade wars) and then dives deep into the investment thesis behind LVMH and Bunzl.

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