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.

Not boring finds for January 2020

(Not) boring finds for January 2020

We close the first month of 2020 by considering the WEF’s list of the top global economic risks (sorted by likelihood and potential extent of impact), Howard Mark’s framework for assessing investment decisions (game theory makes an appearance), what Houdini...

January 29, 2020 2 Mins
Not boring finds for 2019

(Not) boring finds for 2019

As the end of the year (and decade!) is nigh, we thought we’d join the year-in-review fervour, and curate a list of our Top 10 favourite links from 2019.

December 30, 2019 4 Mins
Twas the week before Christmas 2019

‘Twas the week before Christmas

‘Twas the week before Christmas, and Mawer’s on the scene, to tell you the tale of 2019.

December 18, 2019 2 Mins
Not boring finds November 2019

(Not) boring finds for November 2019

This month, we learned how the 7 most common plots in storytelling can help investors; why analyzing historical returns usually needs more context; the case for “narrative economics”; and a look at the first map of America’s food supply chain.

November 27, 2019 2 Mins
Infinity symbol

Investing: The infinite game

Investing is a fitting example of an infinite game. Why is it that some players last longer in this game than others?

November 13, 2019 4 Mins
Not boring finds for October 2019

(Not) boring finds for October 2019

This month’s finds include a think-piece on the rise of negative interest rates; a spotlight on Shopify’s origins; what WeWork demonstrates about private vs. public markets for tech stocks; and a look into how humanity’s obsession with gambling has influenced mathematics.

October 30, 2019 2 Mins
Playing the plan Mawers Emerging Markets Equity portfolio EP15

Playing the plan: Mawer’s emerging markets equity portfolio | EP15

Peter Lampert, lead portfolio manager of Mawer’s Emerging Markets Equity Fund, discusses the current investing environment for emerging markets, the importance of resilience, and reviews portfolio holdings in beer, security systems, and bakery ingredient distribution.

August 29, 2018 19 Mins
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Playing the plan: Mawer’s U.S. equity portfolio | EP14

Co-manager of Mawer’s U.S. equity portfolio, Grayson Witcher, discusses the impact of rising corporate debt levels, the importance of relationship building with management teams, and how fighting bias is key to Mawer’s investment process.

August 15, 2018 31 Mins
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Playing the plan: Mawer’s Canadian equity portfolio | Vijay Viswanathan | EP13

Director of Research and Canadian equity co-manager, Vijay Viswanathan, discusses potential trade war impacts to the portfolio, Canada’s opportunity set, and dives deeper into holdings in the energy, e-commerce and insurance industries.

August 8, 2018 29 Mins
Investing with your eyes CIO insights from South America

Investing with your eyes: CIO insights from South America | Paul Moroz | Ep12

CIO Paul Moroz continues to travel the world doing fundamental research for the global equity and the global small cap strategies. This episode reveals specific observations from his recent research trip to South America and New York City.

July 25, 2018 30 Mins
Quarterly update 2Q 2018

Quarterly update | 2Q 2018 | EP11

This episode features insights from the past quarter by Greg Peterson, portfolio manager of Mawer’s balanced and global balanced strategies.

July 12, 2018 24 Mins
Scuttlebutt and its dramatic effect on long term investing

Scuttlebutt and its dramatic effect on long-term investing | John Wilson | EP10

John Wilson, analyst on Mawer’s global small cap equity strategy, defines scuttlebutt and its competitive advantage for long-term investors.

July 4, 2018 19 Mins

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(Not) boring finds for January 2020


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