Introducing: The Mawer Global Credit Opportunities Strategy | EP148

In this episode, Portfolio Manager Brian Carney introduces the newly launched Mawer Global Credit Opportunities strategy. With over 30 years of experience in the investment industry, Brian discusses his career journey, the evolution of credit markets, why fixed income still matters, and how credit fits. He highlights our approach to managing credit risks, the exciting (and large) opportunity set in credit markets, and the unique benefits of being plugged into a broad research platform with a large installed knowledge base.
Key Points From This Episode:
• Why Brian specialized in credit markets-and why he joined Mawer
• Introduction of Mawer's Global Credit Opportunities strategy:
• What is it?
• Also: what the strategy is not
• Absolute return focus: How the strategy is designed for capital preservation and to move rapidly and decisively to create capital appreciation potential
• Maple Bonds, Heathrow airport, JP Morgan, Verizon, and Brunswick Corp
• How the strategy can potentially fit different investor needs
Host: Kevin Minas, CFA, MBA, CAIA, Institutional Portfolio Manager
Guest: Brian Carney, CIM, Portfolio Manager
For more details and full transcript visit: [episode link]
This episode is available for download anywhere you get your podcasts.
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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 200 people in Canada, U.S., and Singapore. Visit Mawer at www.mawer.com.
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