Art Of Boring

Join Peter Lampert, Portfolio Manager of Mawer's Emerging Markets strategy, as he takes you on a journey from Polish meat counters to UAE boardrooms, revealing how a disciplined bottom-up approach uncovers extraordinary opportunities in overlooked markets. Key Takeaways: • Mawer’s bottom-up philosophy is consistent across markets, but emerging markets require a nuanced focus on the macro and geopolitical environment. • Emerging markets are highly diverse and less efficient, often offering more opportunities for disciplined, active investors. • On-the-ground research—such as recent trips to Poland—helps uncover overlooked businesses and understand local dynamics. • Portfolio examples include Dino Polska and Asseco Poland, both selected for strong management and growth prospects. • The asset class is much broader than China; significant opportunities exist in countries like Poland and the UAE.  • Emphasis on long-term growth, resilience, and finding companies that can thrive in uncertain environments. This epis