Back to the Future: Global Equity | EP 194
Paul Moroz returns to The Art of Boring podcast after three years, discussing his reappointment as lead manager of Mawer's global equity strategy. Paul outlines the team's strategic approach to portfolio repositioning and reflects on how the investment landscape has evolved over the past five years. He emphasizes increased diversification, better alignment with other Mawer strategies, and a more balanced approach to market exposure.
Key Takeaways:
Paul Moroz and David Ragan have returned to the global equity strategy with renewed energy and focus
The portfolio is increasing its number of…
The skinny
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