Enduring themes for volatile times

Enduring themes for volatile times

While investor apprehension in this environment is understandable, volatility in markets is both normal and expected. Looking back through our Art of Boring archive, we were struck by the enduring relevance of not letting fear guide investor decision-making during jittery times.

February 14, 2018 2 Mins
Not boring finds February 7

(Not) boring finds for this week – February 7, 2018

Customer satisfaction at the push of a button; an alternative perspective on the current bull market; Mr. Modi at the World Economic Forum; more on fuel efficiency; and some epic photos of Mars.

February 7, 2018 2 Mins
Beyond barriers to entry

Beyond barriers to entry: The advantage of barriers to capacity expansion

There is arguably another, more robust means of competitive advantage: that of barriers to capacity expansion. And this factors into one of the two main reasons behind limiting our exposure to the utility space.

January 31, 2018 5 Mins
Not boring finds January 24

(Not) boring finds for this week – January 24, 2018

How the laws of biology and financial ecosystems relate; digital tech takes way longer than we think to become mainstream; humans are creative at forecasting the future; and China is going cashless.

January 24, 2018 2 Mins
China in focus

China in focus

Many of the old stories surrounding China are becoming—or are—obsolete. New ones are emerging. China’s economy is very different than it used to be, and this shift, as well as some of the trends occurring there, are worthwhile to understand.

January 11, 2018 14 Mins
Not boring finds for January 3 2018

(Not) boring finds for this week – January 3, 2018

To kick off the new year we’ve started with some duly needed market apprehension from Howard Marks; a searing look into big tech; a more nuanced understanding of what motivates Russia; and were reminded how in this new era of...

January 3, 2018 2 Mins
V2 Quarterly update Q4 2018 EP26

Quarterly update | 4Q 2018 | EP26

Featuring insights from the fourth quarter from Balanced and Global Balanced Fund co-manager and Asset Mix Chair, Greg Peterson.

January 14, 2019 21 Mins
Brick by brick constructing a resilient global balanced portfolio starts from the bottom up EP25

Brick by brick—constructing a resilient global balanced portfolio starts from the bottom up | EP25

CIO, Paul Moroz, walks listeners through the reasons why going global is optimal in today’s environment.

January 9, 2019 19 Mins
Playing the plan Mawers U.S. equity portfolio EP24

Playing the plan: Mawer’s U.S. equity portfolio | EP24

U.S. portfolio manager, Grayson Witcher, discusses the sustainability of U.S. earnings, some of the major position changes over the past two years, and overall team learnings.

December 18, 2018 32 Mins
On leadership and decision making

On leadership and decision-making: lessons from our president | EP23

In light of our president Michael Mezei’s upcoming retirement, he sits down to reflect on the many lessons in leadership he’s gained over the course of his career.

December 5, 2018 27 Mins
Managing investments for foundations and not for profits EP22

Managing investments for foundations and not-for-profits | EP22

Institutional portfolio manager, Andrew Johnson, discusses key investment issues foundations and not-for-profits are facing in today's environment

November 28, 2018 33 Mins
Playing the plan Mawers global small cap portfolio EP21

Playing the plan: Mawer’s global small cap portfolio | EP21

Deputy CIO, Christian Deckart, discusses global small cap portfolio holdings to demonstrate the small cap life cycle, how M&As present a double-edged sword, and how the team continues to turn over new stones.

November 21, 2018 24 Mins

Stay Curious

Subscribe to receive our latest insights and quarterly updates.


Popular Posts

Management matters

Brick by brick—constructing a resilient global balanced portfolio starts from the bottom up | EP25

Coffee cup risk

Quarterly update | 4Q 2018 | EP26

The art of the management team interview | EP20


Categories

(Not) Boring Links

Business Models

Investment Approach

Mental Models

Risk

Stay curious

Subscribe to receive our latest insights and quarterly updates.