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 Mawers Canadian equity portfolio EP57

Playing the plan: Mawer’s Canadian equity portfolio | EP57

What we’re doing to mitigate potential sharp edges in the portfolio, as well as position for medium and long-term risks and opportunities.

March 25, 2020 22 Mins
Mawer market update March 20 2020 EP56

Mawer market update March 20, 2020 | EP56

Fractals, raining money, and making decisions under uncertainty. CIO Paul Moroz continues the discussion of the current economic environment.A transcript of this episode is available below, modified for a more enjoyable reading experience.

March 20, 2020 22 Mins
Mawer market update March 2020 EP55

Mawer market update March 2020 | EP55

CIO Paul Moroz discusses our strategy and thoughts during this time of significant market volatility.

March 13, 2020 19 Mins
The reverse roadshow EP54

The reverse roadshow | EP54

Why our team locks themselves in a room for a week to speak with over 30 management teams.

March 11, 2020 37 Mins
Playing the plan Mawers international equity portfolio EP53

Playing the plan: Mawer's international equity portfolio | EP53

Lead portfolio manager, David Ragan, on how the team strategizes in the wake of a market shake-up (e.g., coronavirus). Also included: updates on HFDC, Seven & i, and Aon.

March 4, 2020 31 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

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Mawer market update March 2020 | EP55

Negative interest rates in an unprecedented time | EP51

Playing the plan: Mawer’s Canadian equity portfolio | EP57

The reverse roadshow | EP54


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