Mawer Investment Management Ltd.

Mawer Investment Management Ltd.
Last update 2024-05-07 105 Stocks (7 new)
Value $21.56 Bil Turnover 7 %
Portfolio Report

Mawer Investment Management Ltd. Profile

Mawer Investment Management is an investment management company based out of Calgary. The company was founded in 1974 by Charles Mawer as Mawer & Associates. The company would launch a series of funds in the 1980s including its International Equity, New Canada, and Canada Diversified funds, among others and reach 15 employees by 1990. Mawer Investment Management would continue to launch more funds in the early 1990s including two more Canadian bonds and a U.S. Equity Fund and would grow to have 30 employees by the turn of the millennia. By 2002, Mawer Investment Management would have over $1 billion in total assets under management. The company continued to grow and launch more funds, with Gerald Cooper-Key earning the Morningstar Fund Manager of the Year award in 2007 and Jim Hall receiving the Morningstar Equity Fund Manager of the Year award in 2011. In 2011, just after the firm reached over 75 employees, the company would open another location in Toronto, opening another location in Singapore in 2013. Mawer Investment Management conducts its research internally, utilizing a fundamental analysis with a bottom up investment approach to make its investment decisions. The company invests in various public equity and fixed income markets on a global scale, focusing on the growth stocks of small and large cap companies. Mawer Investment Management’s asset allocations are diversified across a wide variety of sectors with an emphasis on the finance sector, which alone makes up over a quarter of its total asset allocations. The company currently has 113 employees with 51 of them being investment professionals. Mawer Investment Management has approximately $24 billion in total assets under management spread across 8,100 accounts with 5,250 of the accounts being discretionary, making up just over $24 billion in assets, with the remaining being non-discretionary. Mawer Investment Management’s family of mutual funds includes its Global Equity, Global Small Cap, Balanced, and Tax Effective Balanced funds.
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