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Episodes

On leadership and decision-making: lessons from our president | EP23

12/5/2018
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In light of our president Michael Mezei’s upcoming retirement, he sits down to reflect on the many lessons in leadership he’s gained over the course of his career.

Duration:00:27:10

Managing investments for foundations and not-for-profits | EP22

11/28/2018
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Institutional Portfolio Manager, Andrew Johnson, discusses key investment issues foundations and not-for-profits are facing in today's environment.

Duration:00:33:06

Playing the plan: Mawer’s global small cap portfolio | EP21

11/21/2018
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Deputy CIO, Christian Deckart, discusses global small-cap portfolio holdings to demonstrate the small-cap life cycle, how M&As present a double-edged sword, and how the team continues to turn over new stones.

Duration:00:24:45

The art of the management team interview | EP20

11/7/2018
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Global small cap equity analyst, Karan Phadke, discusses his experience interviewing management teams. He reveals why assessing a management team’s strength is so important to our investment philosophy, the characteristics we look for, and explains the difference between an “architect” and an “administrator.”

Duration:00:27:23

Playing the plan: Mawer’s international equity portfolio | EP19

10/24/2018
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David Ragan, co-manager of Mawer’s international equity strategies, discusses the current economic environment, what changes have been made to the portfolio as a result, and highlights holdings in the exciting worlds of nanotechnology, door locks, and pharmacies.

Duration:00:34:34

Quarterly update | 3Q 2018 | EP18

10/10/2018
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Featuring third quarter insights from Greg Peterson, portfolio manager of Mawer’s balanced and global balanced strategies. Greg provides perspective on emerging markets, the implications of rising interest rates, and USMCA (NAFTA 2.0).

Duration:00:18:57

Playing the plan: Mawer’s global balanced portfolio | EP17

9/26/2018
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CIO and co-manager, Paul Moroz, discusses how to build the most resilient global portfolio possible and reveals Mawer’s four building blocks to risk management.

Duration:00:26:59

Language Matters in investing | EP16

9/12/2018
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Institutional portfolio manager, Rob Campbell, explains the concept of suitcase words: words into which people attribute—or pack—multiple meanings. He discusses how honing our language skills can contribute to better investing outcomes.

Duration:00:33:11

Playing the plan: Mawer’s Emerging Markets Equity portfolio | EP15

8/29/2018
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Lead portfolio manager, Peter Lampert, discusses the current investing environment for emerging markets, the importance of resilience, and reviews portfolio holdings in beer, security systems, and bakery ingredient distribution.

Duration:00:18:59

Playing the plan: Mawer’s U.S. equity portfolio | EP14

8/15/2018
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Co-manager of Mawer’s U.S. equity portfolio, Grayson Witcher, discusses the impact of rising corporate debt levels, the importance of relationship building with management teams, and how fighting bias is key to Mawer’s investment process.

Duration:00:31:17

Playing the plan: Mawer’s Canadian equity portfolio | EP13

8/8/2018
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Director of Research and Canadian equity co-manager, Vijay Viswanathan, discusses potential trade war impacts to the portfolio, Canada’s opportunity set, and dives deeper into holdings in the energy, e-commerce and insurance industries.

Duration:00:28:48

Investing with your eyes: CIO insights from South America | EP12

7/25/2018
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CIO Paul Moroz continues to travel the world doing fundamental research for the global equity and the global small cap strategies. This episode reveals specific observations from his recent research trip to South America and New York City.

Duration:00:29:54

Quarterly update | 2Q 2018 | EP11

7/12/2018
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This episode features insights from the past quarter by Greg Peterson, Portfolio Manager of Mawer’s balanced and global balanced strategies. Greg provides perspective on global trade wars, rising corporate debt levels, and the influence of central banks on markets.

Duration:00:24:08

Scuttlebutt and its dramatic effect on long-term investing | John Wilson | EP10

7/4/2018
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John Wilson, analyst on Mawer’s global small cap strategy, discusses scuttlebutt’s valued place in Mawer’s investment process and its competitive advantage for long-term investors. Learn how just two phone calls can take you from Bogota to Oslo.

Duration:00:19:54

Underweight: our take on Japan | EP09

6/20/2018
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David Ragan, portfolio manager of Mawer’s international equity strategies, discusses his—perhaps surprising—views on investing in Japan. While Dave holds some less than optimistic opinions, rest assured there are some positives: two of the portfolio’s Top 10 holdings are, in fact, Japanese. Find out why.

Duration:00:21:33

Getting in alignment: Why investors need to pay attention to executive compensation | EP08

6/7/2018
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Jeff Mo, portfolio manager of Mawer’s Canadian small cap strategies, discusses the significant importance of executive compensation to long-term investment performance.

Duration:00:35:42

Playing the plan: Mawer's equity philosophy in action| EP07

5/23/2018
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Deputy CIO, Christian Deckart, takes listeners on a journey through Mawer’s equity investment philosophy by walking through the investment thesis of four of the firm’s global small cap strategy’s top 10 holdings: Softcat PLC, Tsuruha Holdings, XP Power Ltd., VZ Holdings.

Duration:00:35:16

The competitive advantage of high performing teams | EP06

5/9/2018
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Vijay Viswanathan, Mawer’s Director of Research, on the key characteristics of high performing investment teams. The discussion includes why cultivating culture can be a great competitive advantage, some performance building frameworks, and what it means to be a “steward of the jersey.”

Duration:00:32:23

Supersize me: Province of Alberta goes large and issues first time benchmark euro-denominated bond | EP05

4/25/2018
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James Redpath (JR), 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.

Duration:00:15:29

Quarterly Update | 1Q 2018 | EP04

4/11/2018
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This episode features insights from the past quarter (1Q18) by Greg Peterson, Portfolio Manager of Mawer’s Balanced and Global Balanced strategies. Highlights include: the currency translation effect on Canadian equities, finding a margin of safety for investors, how the credit market is currently functioning and the main influencers that may cause market volatility going forward.

Duration:00:18:24