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.
Art of Boring
Claim This Podcastby Mawer Investment Management Ltd.
222 episodes
Updated Weekly
Accepts GuestsHas SponsorsLocation 🇨🇦
51
Podcast Authority
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Podcast Overview
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.
Language
🇺🇲
Publishing Since
2/16/2018
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51
Podcast Authority
BetaFairBased on show quality, social media presence, reviews, charts, and more
Quality84
Social91
YouTube0
Engagement0
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Recent Episodes
July 22, 2026
Investing in the Build Canada Theme | EP 222
<p><span data-aa32a43a-2c30-4a0c-94ba-190a5f89a66f-7="true">Canada has spent a generation underinvesting in the infrastructure and resources that underpin its economy, and that may be starting to change. Canadian small cap equity analyst Dominic Drzazga examines the Build Canada theme: what it actually means beyond the headlines, and what has shifted since the federal election. He walks through the legislative groundwork, from the Building Canada Act to a fast-tracked pipeline of named projects, and explains why the clearest near-term opportunities potentially sit in the middle of the value chain rather than with the eventual asset owners. Above all, he frames Build Canada as a long-horizon shift, one where the discipline is separating the projects that break ground from those that stay on the press release.<br data-aa32a43a-2c30-4a0c-94ba-190a5f89a66f-24="true" /> <br data-aa32a43a-2c30-4a0c-94ba-190a5f89a66f-25="true" /> <strong data-aa32a43a-2c30-4a0c-94ba-190a5f89a66f-26="true">Key Takeaways</strong></span></p> <ul data-aa32a43a-2c30-4a0c-94ba-190a5f89a66f-28="true"> <li data-aa32a43a-2c30-4a0c-94ba-190a5f89a66f-29="true">What the Build Canada theme really means, beyond physical infrastructure to Canada's untapped resources and human capital.</li> <li data-aa32a43a-2c30-4a0c-94ba-190a5f89a66f-31="true">The legislative changes since the election: the Building Canada Act, faster approvals, and the new Major Projects Office.</li> <li data-aa32a43a-2c30-4a0c-94ba-190a5f89a66f-33="true">The project pipeline taking shape, from LNG Canada's Kitimat expansion to Ontario Power Generation's small modular reactors.</li> <li data-aa32a43a-2c30-4a0c-94ba-190a5f89a66f-35="true">Why the near-term beneficiaries are in the middle of the value chain, not the eventual asset owners.</li> <li data-aa32a43a-2c30-4a0c-94ba-190a5f89a66f-37="true">How the portfolio is positioned: Bird Construction, Dexterra Group, and Black Diamond.</li> <li data-aa32a43a-2c30-4a0c-94ba-190a5f89a66f-39="true">The key risks: projects that stall, and cost and schedule overruns, and how the team manages them.</li> </ul> <p><span data-aa32a43a-2c30-4a0c-94ba-190a5f89a66f-7= "true"><strong data-aa32a43a-2c30-4a0c-94ba-190a5f89a66f-41= "true">Companies Mentioned:</strong> Bird Construction, Dexterra Group, Black Diamond Group, Aecon, Dow<br data-aa32a43a-2c30-4a0c-94ba-190a5f89a66f-44="true" /> <br data-aa32a43a-2c30-4a0c-94ba-190a5f89a66f-45="true" /> <strong data-aa32a43a-2c30-4a0c-94ba-190a5f89a66f-46= "true">Host:</strong> Kevin Minas, CFA, CAIA, Mawer Institutional Portfolio Manager<br data-aa32a43a-2c30-4a0c-94ba-190a5f89a66f-49= "true" /> <strong data-aa32a43a-2c30-4a0c-94ba-190a5f89a66f-50= "true">Guest:</strong> Dominic Drzazga, CFA, Mawer Equity Analyst</span></p> <p> </p> <p><span data-aa32a43a-2c30-4a0c-94ba-190a5f89a66f-7="true">This episode is available for download anywhere you get your podcasts.</span></p> <p> </p> <p><span data-aa32a43a-2c30-4a0c-94ba-190a5f89a66f-7="true">Founded in 1974, Mawer Investment Management Ltd. (pronounced "more") 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.</span></p> <p> </p> <p><span data-aa32a43a-2c30-4a0c-94ba-190a5f89a66f-7="true">Visit us at: https://www.youtube.com/@MawerInvestment https://www.mawer.com https://www.linkedin.com/company/mawer-investment-management/ <a href= "https://www.instagram.com/mawerinvestmentmanagement/">https://www.instagram.com/mawerinvestmentmanagement/</a></span></p> <p><span data-aa32a43a-2c30-4a0c-94ba-190a5f89a66f-7= "true">#ArtOfBoring #MawerInvestmentManagement #MawerInvestment #Podcasts</span></p>
July 15, 2026
Quarterly Update | Q2 2026 | EP 221
<p>Canadian equities gained in the second quarter of 2026 even as the economy tripped the technical definition of a recession and an oil shock sent crude toward $120 before it fell back. Institutional portfolio manager Kevin Minas and investment counsellor Stu Morrow review the quarter, from the gap between the Canadian market and the Canadian economy to the case for holding commodity exposure as geopolitical risk becomes a recurring feature rather than a one-off. They also discuss what a narrow, AI-led rally means for a diversified portfolio, record hyperscaler bond issuance in Canada, and how the Bank of Canada and the Fed held rates through a volatile stretch. The conversation closes on the quarter's asset allocation: trimming equities back toward a neutral mix.<br /> <br /> <strong>Key Takeaways</strong></p> <ul> <li>Canada met the technical definition of a recession, but the picture underneath was nuanced. GDP rebounded about 0.5% in April with most industries expanding, and per-capita output grew, closer to a stall-speed economy than a true contraction.</li> <li>The market and the economy can tell different stories. Financials and energy dominate the TSX while real estate and healthcare drive more of the real economy, which helps explain a roughly 7% TSX return alongside soft growth.</li> <li>Geopolitical risk increasingly looks like a recurring condition rather than a rare tail event. With oil spiking near $120 before falling back toward $70, the episode makes the case that commodity exposure can play a portfolio-construction role, chosen selectively where valuation and business quality support it, rather than serving as a call on prices.</li> <li>The Fed stood pat under new chair Kevin Warsh, and the Bank of Canada held across its April and June meetings after cutting substantially. In Canadian bonds, the team added duration as yields rose on inflation fears and removed it as they fell.</li> <li>On AI, the aim is not to guess whether the buildout keeps running, but to choose which risk to live with: too much concentration in the theme on one side, or falling behind by stepping away from it on the other. The team keeps the portfolio from leaning too far in either direction by weighing the companies spending on the buildout against the hyperscalers earning from it, since one company's capital spending is another's revenue. With memory stocks, the risk lies less in the multiple paid than in the cyclicality of the earnings.</li> <li>Credit was constructive, with record hyperscaler issuance in Canada including a $14 billion Amazon deal that Mawer participated in. With spreads tight, positioning stayed higher-quality and shorter-dated, and the balanced strategy trimmed equities back toward a neutral asset mix.</li> </ul> <p><strong>Companies Mentioned:</strong> Amazon, Alphabet (Google), Meta, Microsoft, Oracle<br /> <br /> <strong>Host:</strong> Kevin Minas, CFA, CAIA, Mawer Institutional Portfolio Manager<br /> <strong>Guest:</strong> Stu Morrow, CFA, Mawer Investment Counsellor</p> <p> </p> <p>This episode is available for download anywhere you get your podcasts.</p> <p> </p> <p>Founded in 1974, Mawer Investment Management Ltd. (pronounced "more") 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. </p> <p> </p> <p>Visit us at:</p> <p>https://www.youtube.com/@MawerInvestment https://www.mawer.com https://www.linkedin.com/company/mawer-investment-management/ <a href="https://www.instagram.com/mawerinvestmentmanagement/">https://www.instagram.com/mawerinvestmentmanagement/</a></p> <p>#ArtOfBoring #MawerInvestmentManagement #MawerInvestment #Podcasts</p>
July 9, 2026
Emerging Markets: Different Hats, Better Decisions, and Learning Faster | EP 220
<p class="MsoNormal"><span lang="EN-US" xml:lang="EN-US">Investment teams increasingly build and rely on their own AI tools, but the payoff depends on how deliberately a team reinvests the time that AI frees up. Emerging markets portfolio manager Wen Quan Cheong walks through how his team puts believability-weighted decision making into daily practice, and where AI has genuinely enhanced the process. He closes with a tour of the emerging-market themes he is watching most closely, from reshoring and clean-room capacity to physical AI, low-earth-orbit satellites, and businesses winning simply by putting the customer first. Above all, he returns to the idea that AI's real value lies in what a team chooses to do with the time it saves.</span></p> <p class="MsoNormal"><strong><span lang="EN-US" xml:lang= "EN-US"><br /> Key Takeaways</span></strong></p> <ul type="disc"> <li class="m_8879684117268748155MsoListParagraph"><span lang= "EN-US" xml:lang="EN-US">The team practices believability-weighted decision making: deferring more to teammates with deeper expertise on a given name, while still doing enough independent work to spot blind spots.</span></li> <li class="m_8879684117268748155MsoListParagraph"><span lang= "EN-US" xml:lang="EN-US">One of AI's biggest productivity gain so far for the team has been in forensic analysis, running deeper, more consistent checks across longer time periods than a human could alone, freeing up time for higher-value work like idea generation and company research.</span></li> <li class="m_8879684117268748155MsoListParagraph"><span lang= "EN-US" xml:lang="EN-US">That saved time is meant to be reinvested, not banked: attending more conferences, joining more management calls, and turning insight generation itself into a discipline, described as "learning compression."</span></li> <li class="m_8879684117268748155MsoListParagraph"><span lang= "EN-US" xml:lang="EN-US">On reshoring, the team sees opportunity less in the household names and more in the infrastructure behind the shift: industrial park developers, port operators, and specialized clean-room engineering firms like Acter Group and CTP.</span></li> <li class="m_8879684117268748155MsoListParagraph"><span lang= "EN-US" xml:lang="EN-US">Beyond AI and reshoring, the team explores other areas such as physical AI and low-earth-orbit satellites, as well as EM businesses, such as NU Holdings, Bajaj Finance, and HDFC Bank, that win by being more customer-obsessed than entrenched incumbents.</span></li> </ul> <p> </p> <p><span lang="EN-US" xml:lang= "EN-US"><strong>Host:</strong> Rob Campbell, CFA Institutional Portfolio Manager<br /> <strong>Guest:</strong> Wen Quan Cheong, CFA Emerging Markets Portfolio Manager</span></p> <p> </p> <p>This episode is available for download anywhere you get your podcasts.</p> <p>Founded in 1974, Mawer Investment Management Ltd. (pronounced "more") 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. </p> <p>Visit us at: https://www.youtube.com/@MawerInvestment <a href= "https://www.mawer.com">https://www.mawer.com</a> <a href= "https://www.linkedin.com/company/mawer-investment-management/">https://www.linkedin.com/company/mawer-investment-management/</a> <a href= "https://www.instagram.com/mawerinvestmentmanagement/">https://www.instagram.com/mawerinvestmentmanagement/</a> </p>
222 total episodes available
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Brian Carney CIM
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Steven Visscher
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Justin Anderson
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Mark Rutherford
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Peter Lampert
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Karan Phadke
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Manar Hassan-Agha CFA
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Joshua Samuel
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