Highlights

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


The Art of Boring™ Blog


The end of oil?

Oil is certainly an imperfect choice for powering our world; however, our reality is that we are forced to choose between imperfect alternatives.

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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


Bayes for days: What to do with signal
Kara Lilly, CFA
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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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