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
iStock 157334755 Podcast USEF GW

Playing the plan: Mawer’s U.S. equity portfolio | EP14

Co-manager of Mawer’s U. S. equity portfolio, Grayson Witcher, discusses the impact of rising corporate debt levels, the importance of relationship building with management teams, and how fighting bias is key to Mawer’s investment process.

August 15, 2018 31 Mins
iStock 675645602 VV

Playing the plan: Mawer’s Canadian equity portfolio | Vijay Viswanathan | EP13

Director of Research and Canadian equity co-manager, Vijay Viswanathan, discusses potential trade war impacts to the portfolio, Canada’s opportunity set, and dives deeper into holdings in the energy, e-commerce and insurance industries.

August 8, 2018 29 Mins
Investing with your eyes CIO insights from South America

Investing with your eyes: CIO insights from South America | Paul Moroz | Ep12

CIO Paul Moroz continues to travel the world doing fundamental research for the global equity and the global small cap strategies. This episode reveals specific observations from his recent research trip to South America and New York City.

July 25, 2018 30 Mins
Quarterly update 2Q 2018

Quarterly update | 2Q 2018 | EP11

This episode features insights from the past quarter by Greg Peterson, portfolio manager of Mawer’s balanced and global balanced strategies.

July 12, 2018 24 Mins
Scuttlebutt and its dramatic effect on long term investing

Scuttlebutt and its dramatic effect on long-term investing | John Wilson | EP10

John Wilson, analyst on Mawer’s global small cap equity strategy, defines scuttlebutt and its competitive advantage for long-term investors.

July 4, 2018 19 Mins
Underweight Our take on Japan

Underweight: Our take on Japan | David Ragan | EP09

David Ragan, portfolio manager of Mawer’s international equity strategies, reveals why the portfolio is—and has always been—underweight in Japan.

June 20, 2018 21 Mins

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