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SPONSORED | | Art of Boring Podcast | Playing the plan: Mawer's equity philosophy in action | Christian Deckart, Deputy CIO | EP07 5 things learned from this episode: - An overview of Mawer's investment philosophy test:
- Wealth-creating companies
- Excellent management teams
- Bought at a discount to intrinsic value
- The investment thesis and risks behind global small cap equity holdings Softcat, Tsuhura, XP Power, and VZ Holding
- What it really means to look for companies that have a return on capital greater than their cost of capital
- The sustainable competitive advantage of the keystone business model
- How Mawer tracks management team deeds: return on equity
Listen to the episode here | | ALL-STAR STOCKS LEADERBOARD Canadian Value All-Stars TOP FOUR LEADERS | Total Return | Genworth MI Canada Inc. | 20.86% | Transcontinental Inc. | 17.62% | Martinrea International Inc. | 14.75% | Home Capital Group Inc. | 14.43% | All returns from Oct. 19, 2017 when the picks were made. Read about all our Growth, Value and Dividend All-Star stock portfolios for U.S. and Canadian stocks at MoneySense.ca. Source: Bloomberg, June 09, 2018 | | | |
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