Playing the plan: Mawer's International equity portfolio | EP150

Art of Boring

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. -- 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. Follow us on social: Twitter - https://www.twitter.com/mawer_invest LinkedIn - https://www.linkedin.com/company/mawer-investment-management/