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.

Lifecos VV iStock 846314558

Canadian lifecos: More than just insurance

Canadian insurance companies are no longer just in the business of selling insurance to Canadians. They function more like financial conglomerates, and that, for investors, is potentially a good thing.

August 22, 2018 5 Mins
Not boring finds August 1

(Not) boring finds for August 2018

This week we admired some exemplary examples of CEO annual letters; raised our eyebrows at the remarkable effects of trade wars; reaffirmed our belief that language matters; and despaired at nefarious online trading platforms.

August 1, 2018 2 Mins
Defensiveness a suitcase word

Defensiveness: A suitcase word

Given how often “defensive” enters into the investing lexicon and that it can mean different things to different people, aiming for a greater degree of precision in its definition may help to reduce misunderstanding or generalized historical bias.

July 18, 2018 8 Mins
Not boring finds June 27 2018

(Not) boring finds for June 2018

Twenty ways to make mistakes with money, the history of monetary innovation, untangling misconceptions around interest rates, and the truth (data) about the creativity of pop songs. It was (not) a boring week!

June 27, 2018 1 Mins
Process before proceeds

Process before proceeds

In theory, investors should improve at least linearly over time as they make and learn from errors. But in practice, there seems to be little evidence of this (only few active managers beat the market over longer time periods).

June 12, 2018 3 Mins
Italian moves

Italian moves

Italy has been the source of drama in recent weeks, and it hasn’t all been about men racing bicycles in spandex.

June 4, 2018 5 Mins
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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Popular Posts

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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