Boring: the way investing should be

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Bayes for days: What to do with signal

We need to ask: what is the best way to deal with new information? Fortunately, there is a tool that can help us with this problem: Bayes’ Theorem.

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Mawer Emerging Markets Equity Fund


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The Art of Boring Blog

Bayes for days: What to do with signal

We need to ask: what is the best way to deal with new information? Fortunately, there is a tool that can help us with this problem: Bayes’ Theorem
Continue Reading

Skydiving in a squirrel suit: Understanding the risks of NVCC bonds

The collapse of Popular serves as an important reminder for investors: it is critical to understand what it is that you are buying.
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