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.

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
Nuances to portfolio construction EP75

Nuances to portfolio construction | EP75

Mawer U. S. Equity Portfolio Manager, Grayson Witcher, takes us through how the team approaches portfolio construction.

November 25, 2020 33 Mins
Playing the plan Mawer Canadian equity portfolio EP74

Playing the plan: Mawer’s Canadian equity portfolio | EP74

A deep dive into three new holdings: Stella-Jones, Ritchie Bros. , and Granite REIT, and what we mean when we say “winning by not losing. ”

October 21, 2020 31 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

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'Twas the week before Christmas

Holiday Special: Mawer's Annual Poem | EP77

Game on: A deep-dive into the gaming industry | EP76

Nuances to portfolio construction | EP75


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