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.
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 10 holdings.
Vijay Viswanathan, Mawer’s Director of Research, on the key characteristics of high performing investment teams.
James Redpath (JR), former 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.
This episode features insights from the past quarter (1Q18) by Greg Peterson, portfolio manager of Mawer’s Balanced and Global Balanced strategies.
Features the investment insights of Justin Anderson, leader of “The Lab,” where Mawer applies new technologies to garner an investment edge and automation to streamline the investment process.
Features the investment insights of Peter Lampert, Mawer Emerging Markets and International Equity portfolio manager, from his research trip to China.
Features the investment insights of Mawer’s Deputy Chief Investment Officer, Paul Moroz, from his research trip to India.
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 10 holdings.
Vijay Viswanathan, Mawer’s Director of Research, on the key characteristics of high performing investment teams.
James Redpath (JR), former 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.
This episode features insights from the past quarter (1Q18) by Greg Peterson, portfolio manager of Mawer’s Balanced and Global Balanced strategies.
Features the investment insights of Justin Anderson, leader of “The Lab,” where Mawer applies new technologies to garner an investment edge and automation to streamline the investment process.
Features the investment insights of Peter Lampert, Mawer Emerging Markets and International Equity portfolio manager, from his research trip to China.
Features the investment insights of Mawer’s Deputy Chief Investment Officer, Paul Moroz, from his research trip to India.
