Practical Approaches to Risk and Management in Volatility
Mawer Investment Management Ltd. (pronounced “more”) is a privately owned, independent investment firm, managing assets for individual and institutional investors.
For over 50 years, Mawer have provided investment management for clients using their “boring” investment approach. This approach has helped their clients safely and profitably navigate the investing landscape over many economic cycles. Mawer's mission is to be their clients’ most trusted investment manager by delivering long-term investment excellence, building strong client partnerships, and making a commitment to do the right thing—always.
Public and Private Credit: Where Investors Should Focus
This blog explores why both private credit and public credit offer long-term potential. Mawer suggests that the current emphasis on private credit may be excessive and that investors should consider rebalancing toward public credit, particularly through diversified, unconstrained strategies.
A Case For Investing In U.S. Mid Caps
Mawer discusses why a blend of mid and large caps enhances portfolio returns, expands the investable universe, improves quality and liquidity, and reduces costs.
Unconstrained Global Credit a Dynamic Approach to Fixed Income Investing
This paper covers what an unconstrained credit strategy is, its key benefits, and how investors can incorporate it into a well-diversified portfolio.
The Case for Non-Predictive Decision Making
In Mawer’s view, market participants systematically underestimate the importance of vulnerabilities while overestimating the importance of triggers. Here, they ask: why?
Watts Up? The Challenges and Opportunities of Powering AI
This podcast explores the growing electricity demands of data centers stemming from artificial intelligence (AI) with Chris Silvestre, Analyst on Mawer’s U.S. Equity Team.
Why Position Size Matters in Investing
Portfolio Manager Manar Hassan-Agha discusses the importance of position sizing in investing and how factors like behavioral biases, market structures, and optimal betting strategies under the Kelly Criterion can impact returns at varying position weights in this podcast.
