Highlights

Browse through our various publications and discover why it's only our investment approach that's "boring."


The Art of Boring™ Blog


India in flight: finding the long investment runways

How many toilets do you have at home? Or rather—let me put it this way: do you have a toilet in your home? For most people reading this, the idea of not having one may sound crazy, but in India, over half of all households do not have the luxuries of a toilet and/or bathing facility. As for house ownership itself, the situation is not that much different.

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Quarterly Investment Newsletters


Investment Newsletter | 3Q 2017

Monetary policy “normalization” returned as a major theme this quarter. As indicators for the global economy continued to show signs of strength, central bankers in many major economies—e.g., U.S., Canada, China and Europe—have signaled that the end of a very loose monetary era is nigh. Markets may be facing an important inflection point.

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Recent Articles


“HQCRBEMTPDV”: A Focus on Quality

We are often asked to describe our investment style. Is it Growth? Is it Value? While these are two common styles in the investment industry, Mawer’s doesn’t fit neatly into either box. And even among the “mixed” style definitions, GARP—or “growth-at-a-reasonable-price”—doesn’t quite fit the bill.

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Discussion Papers


Life at railway speed: lessons from the technology hype cycle
Kara Lilly, CFA
The history of technology hype cycles offers us two key lessons. First, even when technologies are new and transformative, the ways we react to them are surprisingly similar. Second, investors appear to consistently make the same mistakes in terms of expectations and predictions.

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Recently Archived Webcasts


2017 Insight Webcast | November 1st, 2017

Finding opportunities in a time of higher interest rates, fuller valuations, and increased risk.

Watch archived video