Cover image of Art of Boring

Art of Boring

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 45 years.

Ranked #1

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The competitive advantage of high performing teams | EP06

The competitive advantage of high performing teams | EP06

Vijay Viswanathan, Mawer’s Director of Research, on the key characteristics of high performing investment teams. The di... Read more

9 May 2018

32mins

Ranked #2

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Defining intrinsic value in a stochastic world | EP28

Defining 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 w... Read more

6 Feb 2019

26mins

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Ranked #3

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Good travels: The many business models found in the travel industry | EP29

Good 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 th... Read more

20 Feb 2019

24mins

Ranked #4

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Technical debt | EP48

Technical debt | EP48

This episode, we interview our Head of Information Security and Infrastructure, Dwight Pratt, and Equity Analyst, Karan ... Read more

20 Nov 2019

33mins

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Ranked #5

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The art of the management team interview | EP20

The art of the management team interview | EP20

Global small cap equity analyst, Karan Phadke, discusses his experience interviewing management teams. He reveals why a... Read more

7 Nov 2018

27mins

Ranked #6

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Playing the plan: Mawer’s Canadian equity portfolio | EP49

Playing the plan: Mawer’s Canadian equity portfolio | EP49

Director of Research and Canadian equity lead manager, Vijay Viswanathan, discusses risks and opportunities in Canada, t... Read more

4 Dec 2019

27mins

Ranked #7

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Playing the plan: Mawer’s Canadian equity portfolio | EP32

Playing the plan: Mawer’s Canadian equity portfolio | EP32

Director of Research and Canadian equity lead manager Vijay Viswanathan discusses the overall Canadian economy, cozy ol... Read more

3 Apr 2019

40mins

Ranked #8

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Playing the plan: Mawer’s Canadian small cap portfolio | EP34

Playing the plan: Mawer’s Canadian small cap portfolio | EP34

Lead manager Jeff Mo discusses the psychology that drove the Canadian economy over the past 6 months, the correlation b... Read more

8 May 2019

25mins

Ranked #9

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Playing the plan: Mawer’s emerging markets equity portfolio | EP47

Playing the plan: Mawer’s emerging markets equity portfolio | EP47

Lead portfolio manager, Peter Lampert, discusses the current environment for emerging markets and what opportunities and... Read more

6 Nov 2019

23mins

Ranked #10

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Playing the plan: Mawer’s U.S. equity portfolio | EP43

Playing the plan: Mawer’s U.S. equity portfolio | EP43

U.S. equity co-manager, Colin Wong, discusses the big picture backdrop (interest rates, U.S.-China trade war) and then d... Read more

4 Sep 2019

44mins

Ranked #11

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Trader Talk | EP27

Trader Talk | EP27

Equity traders Merv Mendes and Peter Dmytruk discuss the evolution of the trading desk at Mawer, the difference between... Read more

23 Jan 2019

32mins

Ranked #12

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Playing the plan: Mawer’s global small cap portfolio | EP44

Playing the plan: Mawer’s global small cap portfolio | EP44

Equity analyst, John Wilson, shares how the team approaches separating signal from noise, why defensive business models ... Read more

2 Oct 2019

22mins

Ranked #13

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Making a difference: Impact investing | EP42

Making a difference: Impact investing | EP42

Calgary Foundation Board and Impact Investing Committee Chair, Bob Gibson, and Director, Investments, Lauren Frosst, dis... Read more

21 Aug 2019

46mins

Ranked #14

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Sustainable Development Goals: What they are and how Canada measures up | EP46

Sustainable Development Goals: What they are and how Canada measures up | EP46

Vice President of the Community Foundations of Canada, JP Bervoets, explains the UN’s sustainable development goals—and ... Read more

16 Oct 2019

21mins

Ranked #15

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Playing the plan: Mawer’s U.S. equity portfolio | EP24

Playing 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 chang... Read more

17 Dec 2018

32mins

Ranked #16

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Playing the plan: Mawer's emerging markets equity portfolio | EP30

Playing 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 s... Read more

6 Mar 2019

18mins

Ranked #17

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On leadership and decision-making: lessons from our president | EP23

On 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 leadershi... Read more

5 Dec 2018

27mins

Ranked #18

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Playing the plan: Mawer’s international equity portfolio | EP19

Playing the plan: Mawer’s international equity portfolio | EP19

David Ragan, co-manager of Mawer’s international equity strategies, discusses the current economic environment, what ch... Read more

24 Oct 2018

34mins

Ranked #19

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Deep dive: The U.S. healthcare industry | EP35

Deep dive: The U.S. healthcare industry | EP35

Equity analyst and previous biomedical researcher, Amit Shah, discusses the healthcare industry in the U.S.

22 May 2019

19mins

Ranked #20

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Mawer Insight: Q&A with CIO | EP36

Mawer Insight: Q&A with CIO | EP36

CIO, Paul Moroz, answers clients’ questions about the current economic environment and how Mawer is positioning its por... Read more

29 May 2019

35mins

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