Decentralized structures: a competitive advantage | EP31
Equity analyst John Wilson discusses how decentralized organizations can maintain agility and operational excellence as a defense to the negative aspects of change.
The 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.
-
-
Playing the plan: Mawer's emerging markets equity portfolio | EP30
Lead portfolio manager, Peter Lampert, discusses the current environment for the emerging markets equity portfolio.
-
Good travels: The many business models found in the travel industry | EP29
On this episode, institutional portfolio manager, Rob Campbell, explores a few different types of business models in the travel industry and their respective risks and competitive advantages.
-
Defining intrinsic value in a stochastic world | EP28
Equity analyst, Justin Anderson, walks us through the definition of intrinsic value, how we model it, and some of the ways it might be influenced by technology now and in the future.
-
Trader talk | EP27
Equity traders Merv Mendes and Peter Dmytruk discuss the evolution of the trading desk at Mawer, the difference between quantitative and qualitative data, and the value of relationship building.
-
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.
-
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.
-
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.
-
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.
-
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
-
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.
-
The art of the management team interview | EP20
Global small cap equity analyst, Karan Phadke, discusses his experience interviewing management teams. He reveals why assessing a management team’s strength is so important to our investment philosophy, the characteristics we look for, and explains the difference between an “architect” and an “administrator.”
-
Decentralized structures: a competitive advantage | EP31
Equity analyst John Wilson discusses how decentralized organizations can maintain agility and operational excellence as a defense to the negative aspects of change.
March 13, 2019
-
Playing the plan: Mawer's emerging markets equity portfolio | EP30
Lead portfolio manager, Peter Lampert, discusses the current environment for the emerging markets equity portfolio.
March 6, 2019
-
Good travels: The many business models found in the travel industry | EP29
On this episode, institutional portfolio manager, Rob Campbell, explores a few different types of business models in the travel industry and their respective risks and competitive advantages.
February 20, 2019
-
Defining intrinsic value in a stochastic world | EP28
Equity analyst, Justin Anderson, walks us through the definition of intrinsic value, how we model it, and some of the ways it might be influenced by technology now and in the future.
February 6, 2019
-
Trader talk | EP27
Equity traders Merv Mendes and Peter Dmytruk discuss the evolution of the trading desk at Mawer, the difference between quantitative and qualitative data, and the value of relationship building.
January 23, 2019
-
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
-
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
-
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
-
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
-
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
-
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
-
The art of the management team interview | EP20
Global small cap equity analyst, Karan Phadke, discusses his experience interviewing management teams. He reveals why assessing a management team’s strength is so important to our investment philosophy, the characteristics we look for, and explains the difference between an “architect” and an “administrator.”
November 7, 2018
