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.

Market Update

Mawer Market Update—March 20, 2020

Over the last week, the world has seen a continued increase in COVID-19 cases and, consequently, a greater effort to contain the virus.

March 20, 2020 3 Mins
Market Update

Market Update – March 13, 2020

Throughout the week, governments around the world have continued to take more significant measures to contain the spread of COVID-19.

March 13, 2020 4 Mins
Market Update

Market Update – March 10, 2020

Considering the significant market volatility resulting from the COVID-19 outbreak, as well as the plunge in oil prices reflecting Saudi Arabia’s decision to accelerate output, we wanted to provide you with an update on Mawer’s strategy in this challenging environment.

March 10, 2020 3 Mins
Not boring finds for February 2020

(Not) boring finds for February 2020

Why, in investing, it is better to ‘avoid the zeros’; what 700 years of falling interest rates looks like; how mathematics can be a study in wonder (i. e. , fun); and the way spices spurred on empires.

February 26, 2020 1 Mins
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
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
V2 Quarterly update Q4 2018 EP26

Quarterly update | 4Q 2018 | EP26

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

January 14, 2019 21 Mins
Brick by brick constructing a resilient global balanced portfolio starts from the bottom up EP25

Brick by brick—constructing a resilient global balanced portfolio starts from the bottom up | EP25

CIO, Paul Moroz, walks listeners through the reasons why going global is optimal in today’s environment.

January 9, 2019 19 Mins
Playing the plan Mawers U.S. equity portfolio EP24

Playing the plan: Mawer’s U.S. equity portfolio | EP24

U. S. portfolio manager, Grayson Witcher, discusses the sustainability of U. S. earnings, some of the major position changes over the past two years, and overall team learnings.

December 18, 2018 32 Mins
On leadership and decision making

On leadership and decision-making: lessons from our president | EP23

In light of our president Michael Mezei’s upcoming retirement, he sits down to reflect on the many lessons in leadership he’s gained over the course of his career.

December 5, 2018 27 Mins
Managing investments for foundations and not for profits EP22

Managing investments for foundations and not-for-profits | EP22

Institutional portfolio manager, Andrew Johnson, discusses key investment issues foundations and not-for-profits are facing in today's environment

November 28, 2018 33 Mins
Playing the plan Mawers global small cap portfolio EP21

Playing the plan: Mawer’s global small cap portfolio | EP21

Deputy CIO, Christian Deckart, discusses global small cap portfolio holdings to demonstrate the small cap life cycle, how M&As present a double-edged sword, and how the team continues to turn over new stones.

November 21, 2018 24 Mins

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