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


AOB logo web highlights

The Art of Boring Blog

Objects in the mirror may be closer than they appear

A few weeks ago I watched Logan, Marvel’s final installment in the Wolverine franchise. When Wolverine saves several horses from oncoming traffic on the highway, the scene is striking—not because of Wolverine’s heroics, but because the trucks look weird.

At first, I couldn’t put my finger on what made them look strange. Then I realized the trucks were cab-less; just giant, square boxes on wheels, zooming up and down the road autonomously. Clearly this was the director’s vision of what driverless trucking would one day become. But is this what the future holds?

Read more 

See all Posts


angler fish edited

Recent Articles

Into the Deep

As investors, our job is to move beyond well-lit and well understood areas and dive deep into the unknown.

Read more

See all Articles


Bayes for days

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.

Read more

See all Discussion Papers

Newsletter

Quarterly Investment Newsletters

Investment Newsletter | 2Q 2017

Investment headlines in the second quarter of 2017 were once again full of politics, with developments in Europe, the U.K. and the U.S. dominating discussion. One might say the quarter was not so good for the populists: Trump found himself embroiled in scandal, British Prime Minister Theresa May managed to lose her conservative party’s majority by calling a snap election, and Marine Le Pen was soundly defeated in France’s Presidential contest by Emmanuel Macron. Political uncertainty notwithstanding, it was a solid quarter overall for investment performance: most major equity and bond markets posted positive returns.

Read more

See all Newsletters