Playing the plan: Mawer’s Canadian small cap portfolio | EP34

Art of Boring
08/05/2019 25 min Episodio 34
Playing the plan: Mawer’s Canadian small cap portfolio | EP34

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Episode Synopsis

Lead manager Jeff Mo discusses the psychology that drove the Canadian economy over the past 6 months, the correlation between Canadian and emerging markets equities, and what a holding “meeting our expectations” means at Mawer.

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