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Stick to the process, good point.

loved this discussion thanks Rob and Peter

Mawers outperformance is in its past. Victim of their own success in many ways.

Be boring, make money!!! Keep up the good work team!

Thanks Rob and Peter.

Thanks Mr.Minas, Thanks Ms. Caughlin.

Mawers funds outperformed when they were significantly smaller. Hard to justify paying the fees to do worse than the index.

Thanks Mr. Campbell and Mr. Lambert.

Thanks Mr. Campbell and Mr. Lambert.

Thanks Andrew and Grayson!

Thanks you all!

Team Lease Ltd is India's Robert Half without the mini consultancy business like Robert Half. But unlike robert half, Team leasr does not white collar employments, they are limited to blue collar and gig workers. And growth in blue and gig leaning sector is still robust in India.

Look at Prudent Ltd (similar to XP) in India. You can also see private wealth firms like Anand Rathi, Nuvama.

Would love to hear the team's opinion on risky equities such as meme stocks

Thanks you all!

Thanks.

Thanks.

Nice!!! Thanks.

Thanks.

Thanks.

Very good!!! Thanks.

Super!!! Thanks you all!!!

Thanks you all!!!

Awesome!

Thanks!

I hold this global small-cap fund. This fund underperforms in all matrics. Fees are high compared to other similar funds. Among the worst money managers in the market. These people have not been able to make a good AI investment and lecturing here about AI transformation.

Please comment regarding your performance on the last 5 years verses the S&P500.

The PM's sound is horrible. If you have him "on again soon", can you please send him a microphone and have him record himself, and then edit the two together?

I'm a long-time Mawer fan, don't get me wrong, but don't hurt your arm patting yourself on the back for being transparent with my money, that I am paying you to manage. Everyone should be transparent, and just because they are not doesn't make you doing it amazing. Also, the reason why you bear "the burden" of single stock volatility so easily is because it's not your money; I'd say it's pretty easy. This is all from 5 minutes into the podcast.

One of the questions I had about Mawer is why they choose roughly 60 equities in a lot of their portfolios rather than something less like 30 or even 20. Seems dilutive of your best ideas. Have you tested for this and performance as well?

Great seeing Rob in the Discussion, great insights.

Great conversation Guys -- Thanks

Promo sm

Nice video

Thanks guys! Providing some colour as to why positions are bought or sold is a nice touch. More please 😅

Awesome

Great introduction to Mawer

Guess that would mean that energy consumption would grow really fast if compute power is increasing fast but efficiency flattens out. The compute power need in clients will hardly increase, but for servers the need will most likely increase with AI, ML and such will most likely explode and the amount of data stored will probably as well. Sure, games might need more, but when you can play in 8k and >60 fps, what more do you need? (I’m not a gamer though). But for AI and things like protein folding, data analysis and such, I just see no limit to coming needs.

We need more deep dives and less of the other stuff that you guys do. Thanks

Congrats on the 25 years!

Would you say reverse roadshows are as good as a regular roadshow? What are the advantages & disadvantages?

What a great island analogy! Given the amount of knowledge and work required to understand each complex jurisdiction (country & region) what type of work goes towards understanding businesses in the EU?

If you can add chapters or time stamps, would be super helpful to your viewers.

Thank you! Really appreciate your thoughts and information. Your talks are all well done.

You nailed it with that podcast name. I found you through your LinkedIn job posting for Marketing specialist. Although I am not a good match, I felt like I had to tell you that Be Boring, Make Money sounds as a surprisingly refreshing message these days :). Cheers.

Td is charging a load for this for self directed accounts. Kind of sucks

I am very satisfied with the Management team's performance during this current crisis.

Just like to say a BIG thank you! I have been following you all for over 5 years, unfortunately being a retail investor I have not been able to be invested with you. However, your investment approach has been something I took to heart and benefited from. Have always enjoyed your circulars and now these podcasts. Keep them coming!

Excellent video. The process described is comprehensive and is really the way in which most investing should be done. I will continue to invest more in your Global Small Cap Fund.