Nov 25, 2020
Mawer U.S. Equity Portfolio Manager, Grayson Witcher, takes us through how the team approaches portfolio construction; assessing themes, offsets, and opportunities through holdings Nike, Carrier, UnitedHealth, Fastenal, and more.
Nov 25, 2020
Mawer U.S. Equity Portfolio Manager, Grayson Witcher, takes us through how the team approaches portfolio construction; assessing themes, offsets, and opportunities through holdings Nike, Carrier, UnitedHealth, Fastenal, and more.