U.S. Mid Cap Equities: Tech, Regional Banks, and Valuation | EP140
A look at the strategy a year on and why we think valuation should be more top of mind for investors.
The Art of Boring™ was created for curious and passionate investors. We share strategies, frameworks, and insights to help readers and listeners make better investment decisions. Our aim? To provide some bottom-up, long-term investing signal to cut through the short-term noise.
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Global Equities: Scuttlebutt, Reverse Roadshows, and Bathroom Lists | EP139
How we approach finding new ideas in the widest investment universe.
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Vulnerabilities vs. Triggers | EP138
Unpacking one of our key mental models around investing and managing risk.
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Quarterly Update | Q2 2023 | EP137
Market drivers that stood out this quarter, where inflation is at, and an asset mix update.
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International Equities: Insights from the Road | EP136
Top highlights from the team’s recent research trips and a few business models we’re excited about.
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Global Small Caps, Engaged Owners, and Reverse Roadshows | EP135
A deep dive into key themes we’ve been focusing on, recent additions to the portfolio, and a few changes.
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Rising Debt and its Potential Consequences: Canada’s New Normal?
We need to understand where we are in the debt super cycle to inform our investment decision making.
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U.S. Equities: ChatGPT, Banks, and Earnings | EP134
Why management teams matter, energy companies rarely meet our investment criteria, and JPMorgan and State Street differ from many regional banks.
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Artificial Intelligence: The Return of The Centaurs
Recent AI breakthroughs are underscoring the power of the centaur model—humans + machines—creating something more potent than either model operating independently.
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The Epistemology of Investing: A Near Insurmountable Challenge | EP133
Why genuine knowledge building and the ability to learn effectively in investing is difficult, and how we try to work around those challenges.
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Quarterly Update | Q1 2023 | EP132
The major themes of the quarter, where we are in the interest rate hike cycle, and our thoughts on the recent banking crisis.
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Canadian Small Caps, Energy, Risk Management, and Assessing Management Teams | EP131
This episode, we discuss our seven-point management assessment framework (with examples), our risk management approach, and overall thoughts on energy.
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The Case for Non-Predictive Decision Making
In our view, market participants systematically underestimate the importance of vulnerabilities while correspondingly overestimating the importance of triggers. Why?
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U.S. Mid Cap Equities: Tech, Regional Banks, and Valuation | EP140
A look at the strategy a year on and why we think valuation should be more top of mind for investors.
September 20, 2023
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Global Equities: Scuttlebutt, Reverse Roadshows, and Bathroom Lists | EP139
How we approach finding new ideas in the widest investment universe.
August 24, 2023
-
Vulnerabilities vs. Triggers | EP138
Unpacking one of our key mental models around investing and managing risk.
August 2, 2023
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Quarterly Update | Q2 2023 | EP137
Market drivers that stood out this quarter, where inflation is at, and an asset mix update.
July 19, 2023
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International Equities: Insights from the Road | EP136
Top highlights from the team’s recent research trips and a few business models we’re excited about.
July 6, 2023
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Global Small Caps, Engaged Owners, and Reverse Roadshows | EP135
A deep dive into key themes we’ve been focusing on, recent additions to the portfolio, and a few changes.
June 21, 2023
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Rising Debt and its Potential Consequences: Canada’s New Normal?
We need to understand where we are in the debt super cycle to inform our investment decision making.
May 31, 2023
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U.S. Equities: ChatGPT, Banks, and Earnings | EP134
Why management teams matter, energy companies rarely meet our investment criteria, and JPMorgan and State Street differ from many regional banks.
May 24, 2023
-
Artificial Intelligence: The Return of The Centaurs
Recent AI breakthroughs are underscoring the power of the centaur model—humans + machines—creating something more potent than either model operating independently.
May 3, 2023
-
The Epistemology of Investing: A Near Insurmountable Challenge | EP133
Why genuine knowledge building and the ability to learn effectively in investing is difficult, and how we try to work around those challenges.
April 27, 2023
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Quarterly Update | Q1 2023 | EP132
The major themes of the quarter, where we are in the interest rate hike cycle, and our thoughts on the recent banking crisis.
April 19, 2023
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Canadian Small Caps, Energy, Risk Management, and Assessing Management Teams | EP131
This episode, we discuss our seven-point management assessment framework (with examples), our risk management approach, and overall thoughts on energy.
April 12, 2023
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The Case for Non-Predictive Decision Making
In our view, market participants systematically underestimate the importance of vulnerabilities while correspondingly overestimating the importance of triggers. Why?
April 5, 2023
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Playing the plan: Mawer’s global equity portfolio | EP103
How we achieve balance in the portfolio, manage hubris, and have accounted for inflation risk in our investment process.
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Post-mortem: Learnings from 2021 | EP102
Chief Investment Officer, Paul Moroz, reflects on notable learnings from 2021 and how time and experience still clarify the most in investing—and life.
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The quest for “holy compounders” | EP101
Our systematic assessment framework to narrow the probabilities in analysing fast-growing technology companies in an effort to improve our odds of identifying those elusive “holy compounders.”
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Quarterly update | Q4 2021 | EP100
The major themes of Q4 and a look ahead to 2022.
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Deep dive: Inflation | EP99
Inflation cycles throughout history, Keynes vs. monetarists, and why the enemy is…still us.
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Playing the plan: Mawer’s Canadian bond portfolio | EP98
Global debt, China’s credit cycle, shifting monetary and fiscal policy objectives, and the three scenarios we are thinking about this year.
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Playing the plan: Mawer’s Canadian equity portfolio | EP97
Impacts of higher inflation and interest rates and the benefits of an integrated research team.
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Quarterly update | Q3 2021 | EP96
Inflation risk, slowing global growth, and the un-globalization trend—a review of Q3.
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Introducing the Mawer U.S. mid cap equity strategy | EP95
Why we launched—our interest and history in U.S. mid cap stocks—potential benefits of the asset class, and a few holding examples.
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Prepare instead of predict: Integrating an engineering discipline to improve risk management | EP94
John Kay’s “simplicity, modularity, redundancy” risk framework elements and our ongoing risk management process improvements.
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Playing the plan: Mawer’s global small cap portfolio | EP93
Mispricing patterns we’re seeing in the market; where we’re finding an edge; improving our management team assessment techniques.
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Intensifying regulatory risk in China | EP92
A real time risk management discussion addressing the increasing regulatory pressures currently impacting a wide range of businesses in China.
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Playing the plan: Mawer’s global equity portfolio | EP103
How we achieve balance in the portfolio, manage hubris, and have accounted for inflation risk in our investment process.
February 23, 2022
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Post-mortem: Learnings from 2021 | EP102
Chief Investment Officer, Paul Moroz, reflects on notable learnings from 2021 and how time and experience still clarify the most in investing—and life.
February 9, 2022
-
The quest for “holy compounders” | EP101
Our systematic assessment framework to narrow the probabilities in analysing fast-growing technology companies in an effort to improve our odds of identifying those elusive “holy compounders.”
January 26, 2022
-
Quarterly update | Q4 2021 | EP100
The major themes of Q4 and a look ahead to 2022.
January 19, 2022
-
Deep dive: Inflation | EP99
Inflation cycles throughout history, Keynes vs. monetarists, and why the enemy is…still us.
January 5, 2022
-
Playing the plan: Mawer’s Canadian bond portfolio | EP98
Global debt, China’s credit cycle, shifting monetary and fiscal policy objectives, and the three scenarios we are thinking about this year.
December 8, 2021
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Playing the plan: Mawer’s Canadian equity portfolio | EP97
Impacts of higher inflation and interest rates and the benefits of an integrated research team.
November 24, 2021
-
Quarterly update | Q3 2021 | EP96
Inflation risk, slowing global growth, and the un-globalization trend—a review of Q3.
October 19, 2021
-
Introducing the Mawer U.S. mid cap equity strategy | EP95
Why we launched—our interest and history in U.S. mid cap stocks—potential benefits of the asset class, and a few holding examples.
September 30, 2021
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Prepare instead of predict: Integrating an engineering discipline to improve risk management | EP94
John Kay’s “simplicity, modularity, redundancy” risk framework elements and our ongoing risk management process improvements.
September 22, 2021
-
Playing the plan: Mawer’s global small cap portfolio | EP93
Mispricing patterns we’re seeing in the market; where we’re finding an edge; improving our management team assessment techniques.
September 8, 2021
-
Intensifying regulatory risk in China | EP92
A real time risk management discussion addressing the increasing regulatory pressures currently impacting a wide range of businesses in China.
August 23, 2021
