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.

Post mortem Learnings from 2020 EP80

Post-mortem: Learnings from 2020 | EP80

Chief Investment Officer Paul Moroz discusses why the Research team’s post-mortem process is important, and some of their top learnings from 2020.

February 16, 2021 25 Mins
Playing the plan Mawer international equity portfolio EP79

Playing the plan: Mawer’s international equity portfolio | EP79

Lead portfolio manager, David Ragan, discusses how the portfolio did over the past year, why some companies were more resilient than others, and what makes skepticism a competitive advantage.

January 27, 2021 28 Mins
Quarterly update Q4 2020 EP78

Quarterly update | Q4 2020 | EP78

A look back on the major investment themes of 2020, and a look ahead at some of the risks and opportunities on our radar.

January 20, 2021 21 Mins
Twas the week before Christmas 2020

'Twas the week before Christmas

‘Twas the week before Christmas, (and you know it’s true), COVID looms large in our annual review.

December 18, 2020 2 Mins
Holiday Special Mawers Annual Poem EP77

Holiday Special: Mawer's Annual Poem | EP77

Our three hosts narrate Mawer's timely variation of "'Twas the week before Christmas"—an annual review of the year. Stay for the bloopers!

December 18, 2020 5 Mins
game on a deep dive into the gaming industry ep76

Game on: A deep-dive into the gaming industry | EP76

Front-of-mind investment learnings from equity analysts Justin Anderson and Joshua Samuel on the dynamic, evolving gaming universe.

December 9, 2020 48 Mins
Post mortem Learnings from 2020 EP80

Post-mortem: Learnings from 2020 | EP80

Chief Investment Officer Paul Moroz discusses why the Research team’s post-mortem process is important, and some of their top learnings from 2020.

February 16, 2021 25 Mins
Playing the plan Mawer international equity portfolio EP79

Playing the plan: Mawer’s international equity portfolio | EP79

Lead portfolio manager, David Ragan, discusses how the portfolio did over the past year, why some companies were more resilient than others, and what makes skepticism a competitive advantage.

January 27, 2021 28 Mins
Quarterly update Q4 2020 EP78

Quarterly update | Q4 2020 | EP78

A look back on the major investment themes of 2020, and a look ahead at some of the risks and opportunities on our radar.

January 20, 2021 21 Mins
Holiday Special Mawers Annual Poem EP77

Holiday Special: Mawer's Annual Poem | EP77

Our three hosts narrate Mawer's timely variation of "'Twas the week before Christmas"—an annual review of the year. Stay for the bloopers!

December 18, 2020 5 Mins
game on a deep dive into the gaming industry ep76

Game on: A deep-dive into the gaming industry | EP76

Front-of-mind investment learnings from equity analysts Justin Anderson and Joshua Samuel on the dynamic, evolving gaming universe.

December 9, 2020 48 Mins
Nuances to portfolio construction EP75

Nuances to portfolio construction | EP75

Mawer U. S. Equity Portfolio Manager, Grayson Witcher, takes us through how the team approaches portfolio construction.

November 25, 2020 33 Mins

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Playing the plan: Mawer’s international equity portfolio | EP79

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