Navigating Uncertainty: Global Small Caps, Process Innovation, and AI at Mawer | EP189
In this episode, Karan Phadke, Portfolio Manager for Mawer's global small cap strategy, shares insights on how small caps are navigating trade policy volatility, the importance of proactive management, and Mawer's unique approach to process improvement and AI integration in investment research.
Key points from this episode:
• Small caps' local focus provides insulation from global trade volatility.
Importance of proactive management teams in uncertain environments.
• Mawer's "ant model" drives continuous process improvement and collaboration.
• Systematic thesis tracking and biweekly case…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.