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.

Underweight Our take on Japan

Underweight: Our take on Japan | David Ragan | EP09

David Ragan, portfolio manager of Mawer’s international equity strategies, reveals why the portfolio is—and has always been—underweight in Japan.

June 20, 2018 21 Mins
Getting in alignment Why investors need to pay attention to executive compensation

Getting in alignment: Why investors need to pay attention to executive compensation | Jeff Mo | EP08

Jeff Mo, portfolio manager of Mawer’s Canadian small cap strategies, discusses the importance of executive compensation to long-term investment performance.

June 6, 2018 35 Mins
Playing the plan Mawers equity philosophy in action

Playing the plan: Mawer's equity philosophy in action | Christian Deckart | EP07

Christian Deckart, Deputy CIO and co-manager of global small cap and global equity strategies, takes us on a journey through the Mawer investment philosophy by walking us through the investment thesis of four of the global small cap strategy’s top...

May 23, 2018 35 Mins
The competitive advantage of high performing teams

The competitive advantage of high performing teams | Vijay Viswanathan | EP06

Vijay Viswanathan, Mawer’s Director of Research, on the key characteristics of high performing investment teams.

May 9, 2018 32 Mins
Supersize me Province of Alberta goes large and issues first time benchmark euro denominated bond

Supersize me: Province of Alberta goes large and issues first-time benchmark euro-denominated bond | James Redpath | EP05

James Redpath (JR), Mawer fixed income portfolio manager, answers why the Alberta government issued a benchmark euro-denominated bond—four to five times the average deal size in Canada—and what it may mean for the Canadian debt market.

April 25, 2018 15 Mins
Quarterly update 1Q 2018

Quarterly update | 1Q 2018 | EP04

This episode features insights from the past quarter (1Q18) by Greg Peterson, portfolio manager of Mawer’s Balanced and Global Balanced strategies.

April 12, 2018 18 Mins

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