Navigating the U.S. Mid-Cap Landscape: Resilience Amid Uncertainty | EP160

In this episode, Portfolio Manager Jeff Mo makes the case for investing in U.S. mid-cap equities, highlighting the country’s strong business environment, large domestic market, and GDP growth. He discusses current market trends, including artificial intelligence, and his team’s risk management evaluation, especially with a pivotal U.S. election looming on the horizon.
Key points from this episode:
• The U.S. is an attractive market for investing due to its strong rule of law, business environment, and large domestic market.
• Mid-caps are an investing sweet spot. While smaller companies struggle to gain competitive advantages, mid-caps have similar competitive advantages as large caps but with much more attractive growth profiles.
• There is one dominant theme right now in the market, which is artificial intelligence and anything related to that, all the way down to companies that are building HVAC systems for data centers.
• With risks like elections, the team goes through the portfolio company by company to evaluate potential changes as a result of an administration change.
• In thinking through the risks as part of their ongoing risk management exercise, the portfolio appears resilient, prepared, and diversified for many different scenarios, including different election outcomes.
Host: Rob Campbell, CFA, Institutional Portfolio Manager
Guest: Jeff Mo, CFA, Portfolio Manager
For more details and full transcript visit: www.mawer.com/...
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Founded in 1974, Mawer 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 www.mawer.com.
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