Playing the plan: Mawer's International equity portfolio | EP150
Portfolio Manager Peter Lampert breaks down the decision to re-open the strategy to new institutional investors and the key inputs that determine the strategy’s capacity. In addition, “a tale of two acquisitions”: one head scratching, the other improving the investment thesis of the holding.
Key Points From This Episode:
- Breaking down the decision to re-open the strategy to new institutional investors
- How the team determines the strategy’s capacity
- A puzzling acquisition by KDDI and a potential value creating acquisition by Novo Nordisk
- Evaluating the implications of rising interest rates on real estate investments
- The balance needed to sift through the hype around AI while still being open to opportunities
Host: Rob Campbell, CFA, Institutional Portfolio Manager
Guest: Peter Lampert, CFA, Mawer Portfolio Manager
For more details and full transcript visit: [episode link]
This episode is available for download anywhere you get your podcasts.
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Founded in 1974, Mawer is a privately owned independent investment firm managing assets for institutional and individual investors. Mawer employs over 250 people in Canada, U.S., and Singapore. Visit Mawer at https://www.mawer.com.
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