Playing the plan: Mawer’s U.S. equity portfolio | EP14

Art of Boring
15/08/2018 31 min
Playing the plan: Mawer’s U.S. equity portfolio | EP14

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Episode Synopsis

Co-manager of Mawer’s U.S. equity portfolio, Grayson Witcher, discusses the impact of rising corporate debt levels, the importance of relationship building with management teams, and how fighting bias is key to Mawer’s investment process.

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