Mawer’s top book recommendations for 2016
Every year, our team pulls together a list of books that influenced our thinking in the previous year.
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.
Every year, our team pulls together a list of books that influenced our thinking in the previous year.
Stock markets have been jittery lately.
Every year our team devotes a couple of our regular Wednesday morning meetings for reflection on the year that has passed.
‘Twas the week before Christmas, and never you fear, we’ll again provide readers with a review of the year.
I hope you’re outraged by the title.
For me, Singapore represented an opportunity to experience a new city, learn about different cultures, and broaden my worldview.
The inefficient marketplace of ideas
Increasing our ability to detect falsehoods can make us better decision makers.
Jocko’s acceptance of responsibility in that moment is a good example of a leader taking extreme ownership. It is the kind of action in which we can all find a little inspiration.
Japan’s crash in 1989 and its subsequent economic woes have provided policymakers and investors with many cautionary tales, but one in particular is usually overlooked.
The destruction and then reintroduction of the wolves in Yellowstone serves as an important cautionary tale about our limited understanding of complex, adaptive systems.
Like most people, Terry and Linda had seen The Price Is Right. But their approach was not going to be luck; it was going to be skill.
Every year, our team pulls together a list of books that influenced our thinking in the previous year.
Stock markets have been jittery lately.
Every year our team devotes a couple of our regular Wednesday morning meetings for reflection on the year that has passed.
‘Twas the week before Christmas, and never you fear, we’ll again provide readers with a review of the year.
I hope you’re outraged by the title.
For me, Singapore represented an opportunity to experience a new city, learn about different cultures, and broaden my worldview.
The inefficient marketplace of ideas
Increasing our ability to detect falsehoods can make us better decision makers.
Jocko’s acceptance of responsibility in that moment is a good example of a leader taking extreme ownership. It is the kind of action in which we can all find a little inspiration.
Japan’s crash in 1989 and its subsequent economic woes have provided policymakers and investors with many cautionary tales, but one in particular is usually overlooked.
The destruction and then reintroduction of the wolves in Yellowstone serves as an important cautionary tale about our limited understanding of complex, adaptive systems.
Like most people, Terry and Linda had seen The Price Is Right. But their approach was not going to be luck; it was going to be skill.
Considering the significant market volatility resulting from the COVID-19 outbreak, as well as the plunge in oil prices reflecting Saudi Arabia’s decision to accelerate output, we wanted to provide you with an update on Mawer’s strategy in this challenging environment.
One of our enduring beliefs is that investors serially underappreciate the long-term value of strong management teams
‘Twas the week before Christmas, and Mawer’s on the scene, to tell you the tale of 2019.
Investing is a fitting example of an infinite game. Why is it that some players last longer in this game than others?
CIO Paul Moroz was interviewed by Columbia's Business School about how he got into investing, his experiences, and more.
The strength of your competition has an important bearing on your own odds of success.
We thought we’d channel some of that “back to school” enthusiasm and provide a few recommended reads. (Why should kids have all the fun?!) Each selection was hand-picked from our Research team. Happy reading everyone!
We believe that clear communication of ideas and analysis contributes to sound decision-making.
Given the extent of voracious readers we have here at Mawer, pulling together a recommended reads post is no easy task!
We have found that many Canadian investors—or any investor, for that matter—can be reluctant to diversify beyond their borders, but portfolios solely invested in Canada might as well be an egg crate on a rickety motorcycle. You might get where you want to go, but there will likely be a lot more risk during the journey. And, for many client situations, this means too much is riding on one bet—with not enough balance.
Over the long-term, the accumulated costs of technical debt can have a financial impact on a company and its shareholders.
We believe smaller players can be competitive, profitable, and create value in commoditized and competitive markets—the crux is having an effective strategy.
Considering the significant market volatility resulting from the COVID-19 outbreak, as well as the plunge in oil prices reflecting Saudi Arabia’s decision to accelerate output, we wanted to provide you with an update on Mawer’s strategy in this challenging environment.
One of our enduring beliefs is that investors serially underappreciate the long-term value of strong management teams
‘Twas the week before Christmas, and Mawer’s on the scene, to tell you the tale of 2019.
Investing is a fitting example of an infinite game. Why is it that some players last longer in this game than others?
CIO Paul Moroz was interviewed by Columbia's Business School about how he got into investing, his experiences, and more.
The strength of your competition has an important bearing on your own odds of success.
We thought we’d channel some of that “back to school” enthusiasm and provide a few recommended reads. (Why should kids have all the fun?!) Each selection was hand-picked from our Research team. Happy reading everyone!
We believe that clear communication of ideas and analysis contributes to sound decision-making.
Given the extent of voracious readers we have here at Mawer, pulling together a recommended reads post is no easy task!
We have found that many Canadian investors—or any investor, for that matter—can be reluctant to diversify beyond their borders, but portfolios solely invested in Canada might as well be an egg crate on a rickety motorcycle. You might get where you want to go, but there will likely be a lot more risk during the journey. And, for many client situations, this means too much is riding on one bet—with not enough balance.
Over the long-term, the accumulated costs of technical debt can have a financial impact on a company and its shareholders.
We believe smaller players can be competitive, profitable, and create value in commoditized and competitive markets—the crux is having an effective strategy.
Inflation, interest rates, the valuation correction, bias creep, and “sticking to our knitting.” A full dive into Q2.
CIO Paul Moroz unpacks the foundational components to better decision making for investing, business, and life.
Lead Portfolio Manager, Crista Caughlin, on what’s happening in bond markets, a look at inflation and interest rates, and the key scenarios we’re monitoring.
Opportunities and risks we’re seeing in energy, rail, and financials; why we exited Shopify; and a few team learnings.
What DevOps is and why it’s a theme with investment potential.
On building a “global investment franchise” and balancing the trade-offs between creativity, efficiency, and process to build a consistent environment for better investment decisions.
Russia, the potential parallels to Taiwan and China, and macro to micro portfolio considerations in an inflationary environment.
CIO Paul Moroz shares his take on what’s happening in the markets, some of the underlying factors behind recent performance, and a reminder that the wheels of capitalism will continue to turn.
Portfolio Managers Grayson Witcher and Colin Wong share market observations, industries where fundamentals are shifting, and a few recent additions to the portfolio.
Jim Hall (chair, head of our risk management process, and portfolio manager) shares his overall observations on prevailing macroeconomic risks—and the effects on our process and the EAFE large cap portfolio.
How we achieve balance in the portfolio, manage hubris, and have accounted for inflation risk in our investment process.
Chief Investment Officer, Paul Moroz, reflects on notable learnings from 2021 and how time and experience still clarify the most in investing—and life.
Inflation, interest rates, the valuation correction, bias creep, and “sticking to our knitting.” A full dive into Q2.
CIO Paul Moroz unpacks the foundational components to better decision making for investing, business, and life.
Lead Portfolio Manager, Crista Caughlin, on what’s happening in bond markets, a look at inflation and interest rates, and the key scenarios we’re monitoring.
Opportunities and risks we’re seeing in energy, rail, and financials; why we exited Shopify; and a few team learnings.
What DevOps is and why it’s a theme with investment potential.
On building a “global investment franchise” and balancing the trade-offs between creativity, efficiency, and process to build a consistent environment for better investment decisions.
Russia, the potential parallels to Taiwan and China, and macro to micro portfolio considerations in an inflationary environment.
CIO Paul Moroz shares his take on what’s happening in the markets, some of the underlying factors behind recent performance, and a reminder that the wheels of capitalism will continue to turn.
Portfolio Managers Grayson Witcher and Colin Wong share market observations, industries where fundamentals are shifting, and a few recent additions to the portfolio.
Jim Hall (chair, head of our risk management process, and portfolio manager) shares his overall observations on prevailing macroeconomic risks—and the effects on our process and the EAFE large cap portfolio.
How we achieve balance in the portfolio, manage hubris, and have accounted for inflation risk in our investment process.
Chief Investment Officer, Paul Moroz, reflects on notable learnings from 2021 and how time and experience still clarify the most in investing—and life.