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.

  • Mawer’s 2019 summer reads

    Given the extent of voracious readers we have here at Mawer, pulling together a recommended reads post is no easy task!

    July 3, 2019

  • A fish doesn’t know it’s surrounded by water: The importance of investing globally

    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.

    June 19, 2019

  • Technical debt

    Over the long-term, the accumulated costs of technical debt can have a financial impact on a company and its shareholders.

    June 5, 2019

  • 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

  • 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

  • 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

  • Coffee cup risk

    It is much more valuable to have a probabilistic risk evaluation process.

    December 12, 2018