Global Equities: Moneyball, Weighing Decisions, and Finding an Edge | EP147

Portfolio Manager Manar Hassan-Agha dives into how we apply the 'Moneyball' process when evaluating our past investment decisions and shares some of the insights and lessons learned. The conversation also highlights why paying attention to decision quality instead of short-term results is important, and the surprising value (and difficulty) of just not doing anything.

Key Points From This Episode:

• Importance of long-term thinking in investment decisions
• Understanding decision quality beyond immediate results
• The role of inactivity and patience in successful investing
• Insights from specific case studies, including Couche-Tard and Wolters Kluwer
• Reflections on past investment choices and their long-term impacts
• The role of asset intensity in portfolio risk management

Host: Rob Campbell, CFA, Institutional Portfolio Manager
Guest: Manar Hassan-Agha, CFA, Portfolio Manager

For more details and full transcript visit: [episode link]
This episode is available for download anywhere you get your podcasts.

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Founded in 1974, Mawer is a privately owned independent investment firm managing assets for institutional and individual investors. Mawer employs over 200 people in Canada, U.S., and Singapore. Visit Mawer at https://www.mawer.com.
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