Mayar Talks: Conversations About Responsible Investing

This week we are joined by Natalie Kenway, Head of ESG Insight at ESG Clarity. We talked about Natalie's insights from attending COP26 and how the investment community can play its part in addressing the climate crisis and ensure a just transition.

The second part of the conversation with Oliver Hurrey, founder of Galvanised. Our conversation broadened from last week's COP26 topic to cover what ESG looks like from a corporate perspective. 

We are joined in this episode by Oliver Hurrey, founder of Galvanised and attendee at COP26. For the past 15 years, Oliver has been working with businesses to translate sustainability into metrics, investment cases, risk management and innovation. He has worked with large consumer brands, retailers as well as firms in the pharma and chemical space. 

He brings us insights from COP26, including some interesting comments regarding Greenwashing - and how the term is fast becoming outdated.

In this episode we are joined by Mayar analyst Jack Winchester as he outlines the themes and trends of this quarter's earnings season

This episode features highlights of a webinar hosted by Allocator.com. Value is Dead Long Live Value looks at the apparent underperformance of value v growth, examines some of the drivers of that and suggests how investors might adapt to a changing economy.

With the increased focus on ESG and its principles embedded into the culture of Mayar Capital, why is Aziz reluctant to use the label, preferring Responsible as a better alternative?

This episode looks at the phrase that seems to be the hardest for the investment community to say. 'I don't know'. We take a quick look at why that is and how accepting what you don't know could lead to better decision making. 

Is value investing coming back? For some of us it was never gone. Aziz talks about a different way of viewing the concept of value investing.

The Mayar Talks podcasts returns after a summer break with a new series. In this episode we talk to Aziz Alnaim about founding the Firm that would eventually become Mayar Capital. Aziz reflects on the different skill sets required to be both a business owner and an investor.

This edition features the Mayar Capital Q&A from April 27th 2021. We received an eclectic collection of questions this quarter, covering everything from equities, crypto and Non Fungible Tokens.