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.

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Playing the plan: Mawer’s EAFE large cap portfolio | EP82

Equity Analyst, Stanislav Lopata, shares his observations regarding the pandemic’s impacts on markets and what’s new with the portfolio.

March 24, 2021 20 Mins
GEF Playing the plan EP81 Header

Playing the plan: Mawer’s global equity portfolio | EP81

Deputy CIO Christian Deckart discusses market performance in a “story of three quarters” and some new holdings we added to the portfolio.

February 24, 2021 20 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
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
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
Getting in alignment Why investors need to pay attention to executive compensation

Getting in alignment: Why investors need to pay attention to executive compensation | Jeff Mo | EP08

Jeff Mo, portfolio manager of Mawer’s Canadian small cap strategies, discusses the importance of executive compensation to long-term investment performance.

June 6, 2018 35 Mins
Playing the plan Mawers equity philosophy in action

Playing the plan: Mawer's equity philosophy in action | Christian Deckart | EP07

Christian Deckart, Deputy CIO and co-manager of global small cap and global equity strategies, takes us on a journey through the Mawer investment philosophy by walking us through the investment thesis of four of the global small cap strategy’s top...

May 23, 2018 35 Mins
The competitive advantage of high performing teams

The competitive advantage of high performing teams | Vijay Viswanathan | EP06

Vijay Viswanathan, Mawer’s Director of Research, on the key characteristics of high performing investment teams.

May 9, 2018 32 Mins
Supersize me Province of Alberta goes large and issues first time benchmark euro denominated bond

Supersize me: Province of Alberta goes large and issues first-time benchmark euro-denominated bond | James Redpath | EP05

James Redpath (JR), Mawer fixed income portfolio manager, answers why the Alberta government issued a benchmark euro-denominated bond—four to five times the average deal size in Canada—and what it may mean for the Canadian debt market.

April 25, 2018 15 Mins

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