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.

Nuts and bolts

Why capital allocation is critical to investor success

One of our enduring beliefs is that investors serially underappreciate the long-term value of strong management teams

February 19, 2020 5 Mins
EP52 GEF Playing the plan

Playing the plan: Mawer’s global equity portfolio | EP52

CIO Paul Moroz discusses how we’ve approach building resilient global portfolios over the years, the new “Cold War” between China and the U.S. and its wider reaching impact, and how “the real money’s in the holding.”

February 5, 2020 29 Mins
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
Negative interest rates EP51 1

Negative interest rates in an unprecedented time | EP51

This episode, our CIO Paul Moroz considers the potential themes and catalysts that are driving negative interest rates, what that may mean for investors, and whether those signal a new, longer term paradigm shift.

January 22, 2020 32 Mins
Quarterly update Q4 2019 EP50

Quarterly update | Q4 2019 | EP50

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

January 15, 2020 19 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
What-We-Know-from-Marshmallows-The-Relationship-between-Self-Discipline-and-Success.jpg

What we know from marshmallows: The relationship between self-discipline and success

In 1968, researchers from Stanford University stuck a marshmallow in front of a four year old girl and gave her a choice: eat the marshmallow now or wait 15 minutes and receive TWO marshmallows.

September 11, 2014 9 Mins
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Worrying signals for Russia’s economy

Two important events involving Russia occurred in the last week. First, Russia amassed a highly suspicious buildup of 20,000 troops on the Ukrainian border. Second, Russia’s yield curve inverted.

August 8, 2014 7 Mins
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Skating over the line

Narrow rules have a cost. Although there is value in the clarity of rule, process and position, a system must also be flexible.

July 29, 2014 3 Mins
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Language matters

Just how important is a common language to investing? While some investors view it as the sort of soft, fluffy stuff best left to liberal arts majors, empirically—and in our experience— it is an essential feature of high performing investment...

July 24, 2014 21 Mins
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The toothbrush test

A few weeks ago, I was introduced to Google’s Toothbrush Test. Contrary to the images that the name inspires, this test does not involve sticking a web-enabled toothbrush into your mouth to collect data on your molars.

July 11, 2014 1 Mins
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Look for the baby

This past week, one of my colleagues shared a learning at our weekly research meeting. Christian and his wife, Siggi, were on vacation when Siggi unfortunately dropped her iPhone into the bath.

July 10, 2014 3 Mins
Quarterly update 3Q 2019 EP45

Quarterly update | 3Q 2019 | EP45

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

October 13, 2019 15 Mins
Plaing the plan GSC portfolio EP44

Playing the plan: Mawer’s global small cap portfolio | EP44

Equity analyst, John Wilson, shares how the team approaches separating signal from noise, why defensive business models make for a resilient portfolio, and the advantages of a "cookie-cutter" growth runway.

October 2, 2019 22 Mins
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

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Popular Posts

Negative interest rates in an unprecedented time | EP51

Playing the plan: Mawer’s global equity portfolio | EP52

Why capital allocation is critical to investor success

(Not) boring finds for January 2020


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