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.

Playing the plan mawer us equity EP43

Playing the plan: Mawer’s U.S. equity portfolio | EP43

U. S. equity co-manager, Colin Wong, discusses the big picture backdrop (interest rates, U. S. -China trade war) and then dives deep into the investment thesis behind Microsoft, and A. O. Smith.

September 4, 2019 43 Mins
making a difference impact investing EP42

Making a difference: Impact investing | EP42

Calgary Foundation Board and Impact Investing Committee Chair, Bob Gibson, and Director, Investments, Lauren Frosst, discuss the Foundation’s definition of impact investing, why the foundation became involved, and how they got started.

August 21, 2019 46 Mins
Playing the plan Mawers international equity portfolio EP41

Playing the plan: Mawer’s international equity portfolio | EP41

Lead portfolio manager, David Ragan, discusses some big picture risks (Brexit and U. S. -China trade wars) and then dives deep into the investment thesis behind LVMH and Bunzl.

August 7, 2019 23 Mins
Lessons from 33 years of investing EP40

Lessons from 33 years of investing | EP40

Investing legend Martin Ferguson, pioneer of the award winning Mawer Canadian small cap strategy, shares the lessons he learned over his 33 year career.

July 24, 2019 40 Mins
Trader talks EP39

Trader talk: Every BEEP matters | EP39

Equity trader, Jeff Wilson, delves into the in-house “B-E-E-P” framework the trading team has built: Best Execution, Education, and Process.

July 17, 2019 33 Mins
Quarterly update ep38

Quarterly update | 2Q 2019 | EP38

Featuring insights from the second quarter from Balanced and Global Balanced Fund co-manager and Asset Mix Chair, Greg Peterson. [/about/people/greg-peterson/]

July 10, 2019 14 Mins

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