U.S. Mid Cap Equities: Tech, Regional Banks, and Valuation | EP140
A look at the strategy a year on and why we think valuation should be more top of mind for investors.
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Mawer’s autumn reads 2020
The onset of autumn means ‘tis time for some recommended reads.
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The enemy is us: Mitigating confirmation bias
Back in March, as physical distancing practices were being implemented globally, I was bemused by contrasting provocatively titled articles published within a day of one another.
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Mawer Market Update—March 20, 2020
Over the last week, the world has seen a continued increase in COVID-19 cases and, consequently, a greater effort to contain the virus.
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Market Update – March 13, 2020
Throughout the week, governments around the world have continued to take more significant measures to contain the spread of COVID-19.
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Market Update – March 10, 2020
Considering the significant market volatility resulting from the COVID-19 outbreak, as well as the plunge in oil prices reflecting Saudi Arabia’s decision to accelerate output, we wanted to provide you with an update on Mawer’s strategy in this challenging environment.
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Why capital allocation is critical to investor success
One of our enduring beliefs is that investors serially underappreciate the long-term value of strong management teams
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‘Twas the week before Christmas
‘Twas the week before Christmas, and Mawer’s on the scene, to tell you the tale of 2019.
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Investing: The infinite game
Investing is a fitting example of an infinite game. Why is it that some players last longer in this game than others?
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Columbia Business School interviews Mawer CIO
CIO Paul Moroz was interviewed by Columbia's Business School about how he got into investing, his experiences, and more.
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Avoiding the group of death
The strength of your competition has an important bearing on your own odds of success.
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Mawer's autumn reads 2019
We thought we’d channel some of that “back to school” enthusiasm and provide a few recommended reads. (Why should kids have all the fun?!) Each selection was hand-picked from our Research team. Happy reading everyone!
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Storytelling is for bedtime: How we produce evidence-based research
We believe that clear communication of ideas and analysis contributes to sound decision-making.
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Mawer’s autumn reads 2020
The onset of autumn means ‘tis time for some recommended reads.
September 2, 2020
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The enemy is us: Mitigating confirmation bias
Back in March, as physical distancing practices were being implemented globally, I was bemused by contrasting provocatively titled articles published within a day of one another.
June 10, 2020
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Mawer Market Update—March 20, 2020
Over the last week, the world has seen a continued increase in COVID-19 cases and, consequently, a greater effort to contain the virus.
March 20, 2020
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Market Update – March 13, 2020
Throughout the week, governments around the world have continued to take more significant measures to contain the spread of COVID-19.
March 13, 2020
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Market Update – March 10, 2020
Considering the significant market volatility resulting from the COVID-19 outbreak, as well as the plunge in oil prices reflecting Saudi Arabia’s decision to accelerate output, we wanted to provide you with an update on Mawer’s strategy in this challenging environment.
March 10, 2020
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Why capital allocation is critical to investor success
One of our enduring beliefs is that investors serially underappreciate the long-term value of strong management teams
February 19, 2020
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‘Twas the week before Christmas
‘Twas the week before Christmas, and Mawer’s on the scene, to tell you the tale of 2019.
December 18, 2019
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Investing: The infinite game
Investing is a fitting example of an infinite game. Why is it that some players last longer in this game than others?
November 13, 2019
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Columbia Business School interviews Mawer CIO
CIO Paul Moroz was interviewed by Columbia's Business School about how he got into investing, his experiences, and more.
October 23, 2019
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Avoiding the group of death
The strength of your competition has an important bearing on your own odds of success.
September 18, 2019
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Mawer's autumn reads 2019
We thought we’d channel some of that “back to school” enthusiasm and provide a few recommended reads. (Why should kids have all the fun?!) Each selection was hand-picked from our Research team. Happy reading everyone!
September 11, 2019
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Storytelling is for bedtime: How we produce evidence-based research
We believe that clear communication of ideas and analysis contributes to sound decision-making.
August 14, 2019
