Mawer Global Small Cap Fund
Like other Mawer funds, this go anywhere small cap fund looks to build a well diversified portfolio of well managed companies that are trading at a discount to the firm’s estimate of its true worth. They use a very disciplined, bottom up approach that helps them find companies that have sustainable competitive advantages that will allow them to earn a return for shareholders that is above their cost of capital. They are patient and long term focused in their approach, which is reflected in the fund’s portfolio turnover that has averaged less than 20% in the past five years.
Read MoreDynamic Global Discovery Fund
The Dynamic Global Discovery is a neat little fund that looks to build a concentrated portfolio of high quality companies located anywhere in the world. What makes this unique is that they are looking for companies that are off the beaten track and unlikely to be held in other global equity funds, which should help make it a better diversifier in a portfolio.
Read MoreTop Funds Report – January 2013
Download the PDF Version of this report 2013 Market Outlook Expect 2013 to be very similar to 2012 – modest returns and potentially high volatility. With 2012 in the books, now is a great time to take a look at what we expect for the coming year and offer up some ideas on how to position your portfolio. Looking at the economic and investment environment, we expect that 2013 will...
Read MoreDecember 2012 Market Recap
Invitation to access our website We have been reworking our website over the past several months and have added a signficant amount of content that may be of interest to you including updated mutual fund and ETF commentaries as well as many of our archived reports which you have been receiving on a monthly basis. We invite you to set up your own username and password and see all that our site...
Read More2013 – A look ahead
Expect more of the same in 2013 – continued uncertainty, modest growth and equities over fixed income Now that the holiday decorations have been put away for another year and my first New Year’s resolution has been broken, it’s time to look ahead at the investment environment for 2013. Not surprisingly, we expect that 2013 will look an awful lot like 2012 with headline risk being the main...
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