How do investors figure out what a
company is worth? (Especially in a higher inflationary and interest
rate environment?)
Highlights
Why doing a qualitative assessment of each company is our first
filter
How we try to determine valuations without missing the actual
fundamentals (e.g., Trisura and Kinsale) and why valuation is only
one input in the investment decision-making process
When DCF modelling can actually help us better understand the
drivers of the business—e.g., Colliers—and also some of its
pitfalls
Choosing the right discount rate—why it’s more art than science
and how we try to ensure consistency across the platform
About the Podcast
Listen as Mawer Investment Management Ltd. takes a deeper dive into the investment philosophy and strategies that have helped put the odds in their clients’ favour for over 45 years.