Mawer Investment Management Ltd.
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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 50 years.
10 posts · theirs
Lately
Memory, Part 3: Cyclicality, Leveraged EFTs, and Pricing Uncertainty | EP 225
Memory, Part 2: The Risks from China, Technological Change, and Overcapacity | EP 224
Memory, Part 1: From Boom-Bust Commodity to AI Bottleneck | EP 223
Investing in the Build Canada Theme | EP 222
Quarterly Update | Q2 2026 | EP 221
Emerging Markets: Different Hats, Better Decisions, and Learning Faster | EP 220
Global Equity: The Odyssey, the AI Trade, and Concentration Risk | EP 219
Looking Under the Hood: Canadian Equity Concentration and Diversification | EP 218
Balanced Portfolios: A Market Tug of War and the Discipline to Stay Neutral | EP 217
U.S. Mid-Cap: The Physical Economy Comeback, Capital Intensity, and Portfolio Positioning | EP 216
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