Playing the plan: Mawer’s U.S. equity portfolio

The deglobalization shift, long-term opportunities we’re seeing in utilities, and what’s interesting about gravel. Highlights:

• Impacts of currency swings and a strong U.S. dollar at the portfolio and company level
• Why we’re shifting to more domestic companies: E.g., Texas Instruments, Martin Marietta, Paychex
• The long-term runway potential for utilities—and renewables: E.g., Southern Company, AEP, Amphenol, and Linde
• How we’re adding resiliency to prepare for any scenario: E.g., AmerisourceBergen, Hershey, Intuit, Verisk