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Playing the plan: Mawer's U.S. equity portfolio | EP43
U.S. equity co-manager, Colin Wong, discusses the big picture backdrop (interest rates, U.S.-China trade war) and then dives deep into the investment thesis behind Microsoft, A.O. Smith, and AptarGroup. Bonus: how the team's "bathroom list" review inspired an initiation in Hershey.
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By Mawer Investment Management Ltd.
4.2
55 ratings
U.S. equity co-manager, Colin Wong, discusses the big picture backdrop (interest rates, U.S.-China trade war) and then dives deep into the investment thesis behind Microsoft, A.O. Smith, and AptarGroup. Bonus: how the team's "bathroom list" review inspired an initiation in Hershey.
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