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.

Not boring finds for June 2020

(Not) boring finds for June 2020

Howard Marks sent a memo; Ray Dalio explained the last 500 years as they related to empires and reserve currencies; we learned a new word, “shoshin”; and scanned a lot of charts about U. S. advertising revenue trends.

June 30, 2020 2 Mins
Capitalizing on cloud migration EP65

Capitalizing on cloud migration | EP65

The implications of cloud migration for enterprises, investors, and business models.

June 17, 2020 27 Mins
confirmation bias

The enemy is us: Mitigating confirmation bias

Back in March, as physical distancing practices were being implemented globally, I was bemused by contrasting provocatively titled articles published within a day of one another.

June 10, 2020 16 Mins
bicycles

Introducing the new Mawer EAFE large cap strategy | EP64

Why the strategy was created, how it was launched, and some holding examples.

June 2, 2020 25 Mins
Not boring finds for May 2020

(Not) boring finds for May 2020

A podcast about decision-making theory, a global fiscal policy tracker, a blog about market assumptions, and an infinite monkey theorem experiment. The ideas springs have sprung.

May 27, 2020 1 Mins
Playing the plan mawer global small cap EP63

Playing the plan: Mawer’s global small cap portfolio | EP63

Deputy CIO Christian Deckart discusses natural contradictions in the portfolio and how the team plays “intellectual best ball. ”

May 21, 2020 25 Mins
Playing the plan mawer emerging markets equity portfolio EP48

Playing the plan: Mawer’s emerging markets equity portfolio | EP47

Lead portfolio manager, Peter Lampert, discusses the current environment for emerging markets and what opportunities and challenges we’re seeing for the portfolio.

November 6, 2019 24 Mins
Sustainable Development Goals What they are and how Canada measures up EP46

Sustainable Development Goals: What they are and how Canada measures up | EP46

Vice President of the Community Foundations of Canada, JP Bervoets, explains the UN’s sustainable development goals—and how individuals and corporations can get on board to make a difference.

October 16, 2019 21 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

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Capitalizing on cloud migration | EP65

The enemy is us: Mitigating confirmation bias

Introducing the new Mawer EAFE large cap strategy | EP64

What the FAANG is going on? | EP62


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