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.

Every BEEP matters

Every BEEP matters

We focus on best execution (avoiding the steamroller), but also try not to lose sight of the knowledge that a penny lost might be worth dollars of return should our investment thesis be correct.

March 20, 2019 6 Mins
Not boring finds for February 2019

(Not) boring finds for February 2019

Our finds this month include a case for “Peak Investment Industry”; the surprisingly old history of modern ETFs; Jeff Bezos on the importance of being customer-focused; and the incredible advancements in augmented reality—imagine watching a full scale whale swim by...

March 1, 2019 1 Mins
Why culture is important to risk management

Why culture is important to risk management

One of the most important elements of our risk management framework is our decision-making environment. We spend a lot of time focusing on our team culture because it’s the foundation on which better investment decisions are made.

February 27, 2019 4 Mins
Whats love got to do with it investing

What’s love got to do with it? (Investing)

Leave it to the “boring” folks at Mawer to turn an idea about love into a blog about investing.

February 12, 2019 10 Mins
Not boring finds January 2019

(Not) boring finds for January 2019

This month, we raised our eyebrows at a visualization of global government debt, wondered about how much information in investing is too much, and agreed that sticking to a long-term strategy can help both investors and companies outperform over time.

January 30, 2019 2 Mins
Management matters

Management matters

One reason we look for great managers is because they frequently surprise on the upside by extending growth runways and increasing business durability, which ultimately leads to greater value.

January 2, 2019 2 Mins
Quarterly update Q3 2020 EP73

Quarterly update | Q3 2020 | EP73

A review of the quarter: the ongoing impacts of COVID-19 on economic activity, continuing fiscal and monetary stimulus, and the run-up to the U. S. election.

October 12, 2020 17 Mins
Playing the plan Mawer Canadian bond portfolio EP72

Playing the plan: Mawer's Canadian bond portfolio | EP72

Crista Caughlin, lead portfolio manager of Mawer’s fixed income strategies, discusses potential impacts of increasing global debt in a low interest rate environment and the three economic scenarios top of mind for the bond team.

September 30, 2020 19 Mins
EP 71 Playing the plan Mawers global equity portfolio

Playing the plan: Mawer's global equity portfolio | EP71

CIO Paul Moroz discusses resilience, global monetary policy, and current themes such as TikTok and a potential “technological iron curtain. ”

September 9, 2020 25 Mins
Playing the plan Mawer emerging markets equity portfolio EP70

Playing the plan: Mawer's emerging markets equity portfolio | EP70

Building resiliency while finding opportunities in emerging markets.

August 19, 2020 21 Mins
Investment potential within the payments industry EP69

Investment potential within the payments industry | EP69

A deep dive into the themes, fundamentals, and opportunity sets in the payments industry.

August 12, 2020 36 Mins
Playing the plan Mawers Canadian small cap portfolio EP 68

Playing the plan: Mawer’s Canadian small cap portfolio | EP68

The impacts, risks, and potential opportunities from the COVID-19 crisis fallout on the Canadian small cap universe, and why valuations are ultimately a “blunt tool. ”

July 29, 2020 22 Mins

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Playing the plan: Mawer's Canadian bond portfolio | EP72

Playing the plan: Mawer's global equity portfolio | EP71

Investment potential within the payments industry | EP69

Mawer’s autumn reads 2020


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