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 studies enhance investment discipline.

• AI and proprietary data are integrated into Mawer’s research process.

• Emphasis on not outsourcing critical thinking and decision-making.

This episode is available for download anywhere you get your podcasts.

Founded in 1974, Mawer Investment Management Ltd. (pronounced "more") is a privately owned independent investment firm managing assets for institutional and individual investors. Mawer employs over 250 people in Canada, U.S., and Singapore.

Visit Mawer at https://www.mawer.com.

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