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.

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
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
Negative interest rates EP51 1

Negative interest rates in an unprecedented time | EP51

This episode, our CIO Paul Moroz considers the potential themes and catalysts that are driving negative interest rates, what that may mean for investors, and whether those signal a new, longer term paradigm shift.

January 22, 2020 32 Mins
Quarterly update Q4 2019 EP50

Quarterly update | Q4 2019 | EP50

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

January 15, 2020 19 Mins
Not boring finds for 2019

(Not) boring finds for 2019

As the end of the year (and decade!) is nigh, we thought we’d join the year-in-review fervour, and curate a list of our Top 10 favourite links from 2019.

December 30, 2019 4 Mins
Twas the week before Christmas 2019

‘Twas the week before Christmas

‘Twas the week before Christmas, and Mawer’s on the scene, to tell you the tale of 2019.

December 18, 2019 2 Mins
The-Mountains-We-Climb.jpg

The mountains we climb: Failure and the pursuit of the extraordinary

It was pitch black and a frigid -30 degrees when we began our descent. What meagre light we had came from beat up headlamps and the muted glow of stars.

April 4, 2014 27 Mins
An-Escape-from-Bangkok-Part-II.jpg

An “escape” from Bangkok: Part 2

I had arrived in Bangkok⁠—without luggage (later found in Vietnam)⁠—after a nearly 24 hour flight. The hotel I chose was situated somewhere near the U.S. embassy; a fact I mention only because its location had been a real debate for me.

February 20, 2014 3 Mins
An-Escape-from-Bangkok-Part-I.jpg

An “escape” from Bangkok: Part 1

There was ample time to call off the research trip to Thailand. The stars were aligning to make this trip a nightmare. Intersections would be blocked, flash mobs would fill the streets, and political sermons would overtake a city decorated...

February 12, 2014 3 Mins
Caution-Low-Flying-Planes.jpg

Caution: Low flying planes

One sunny afternoon, Paul Moroz, our Deputy CIO, was driving along the highway when he spotted an unusual road sign: Caution: low flying planes. Now, Paul is a mildly paranoid man in the best of times.

February 6, 2014 4 Mins
Question-Zero.jpg

Question zero

The man in front of me wore a peculiar tweed jacket that matched his charismatic, if quirky, personality. He was the CFO of a large industrial company, but in a former life he had been the second in command at...

January 30, 2014 4 Mins
Mawers-Top-10-Book-Recommendations-2014.jpg

Mawer’s top 10 book recommendations for 2014

The beginning of each year is often a period of reflection and learning. With this in mind, we asked our team at Mawer for their top book recommendations for 2014.

January 10, 2014 4 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
Playing the plan Mawers international equity portfolio EP41

Playing the plan: Mawer’s international equity portfolio | EP41

Lead portfolio manager, David Ragan, discusses some big picture risks (Brexit and U.S.-China trade wars) and then dives deep into the investment thesis behind LVMH and Bunzl.

August 7, 2019 23 Mins
Lessons from 33 years of investing EP40

Lessons from 33 years of investing | EP40

Investing legend Martin Ferguson, pioneer of the award winning Mawer Canadian small cap strategy, shares the lessons he learned over his 33 year career.

July 24, 2019 40 Mins

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Popular Posts

Playing the plan: Mawer’s global equity portfolio | EP52

Negative interest rates in an unprecedented time | EP51

Quarterly update | Q4 2019 | EP50

(Not) boring finds for January 2020


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