MAWER INVESTMENT Overview

Mawer Investment Management Ltd. is an investment advisor that manages 23.9 BN dollars in regulatory AUM and has 113 employees, of which 51 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/11 to 09/30/16. The fund's latest filing disclosed 10BN in positions, representing 40% of the manager's regulatory AUM.

MAWER INVESTMENT StockAlpha

-4.3%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

MAWER INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AON 5.79% Financials -0.47% -0.86% 4 11%
INFO 4.79% Tech -7.11% -0.26% 3 3%
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FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

MAWER INVESTMENT Founders and Key Employees

Name Title In Position Since
Gerald A. Cooper-Key Director, Shareholder June-2003
William R. Maclachlan Shareholder June-2003
Martin D. Ferguson Director, Shareholder June-2003
James C. Hall Chairman, Chief Investment Officer, Shareholder March-2003
Michael S. Mezei President, Director, Shareholder July-2009
Craig D. Senyk Institutional Portfolio Manager, Director, Shareholder March-2003
Gregory D. Peterson Director, Shareholder January-2005
David J. Ragan Director, Shareholder January-2007
Michael J. Crofts Director, Shareholder January-2007
Paul J. Moroz Deputy Chief Investment Officer, Director, Shareholder March-2012
Vijay Viswanathan Director Of Research, Shareholder April-2012
Nadine P. Krenosky Chief Compliance Officer January-2013
Scott R. Campbell Shareholder, Director Of Institutional Portfolio Management January-2014

MAWER INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro

MAWER INVESTMENT Investment Strategy

ITEM 8: METHODS OF ANALYSIS, INVESTMENT STRATEGIES, AND RISKS ASSOCIATED WITH MAKING AN INVESTMENT

General Risks

Mawer currently engages in several different investment strategies or models that our clients may choose among to meet their investment objectives, as further outlined below in the sub-section “Investment Strategies and Related Material Risks.” For each of these different investment strategies or models, Mawer manufactures, distributes and manages a public Canadian mutual fund (the Mawer Canadian Mutual Funds). For certain of these models, Mawer also distributes and manages non-public Canadian pooled funds (the Mawer Pooled Funds). Mawer applies one investment process to all of its investment strategies and models. The risks involved with investing in each of these strategies are outlined in detail in the offering documents for each Mawer Fund, and the material risks for each type of investment strategy are described below in further detail in the sub-...
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MAWER INVESTMENT Portfolio Concentration

MAWER INVESTMENT Location

600, 517 10TH AVENUE S.W.
ALBERTA
CALGARY, CANADA, T2R 0A8

MAWER INVESTMENT Contact Information

Phone Number: 403-262-4673
Fax Number: 403-262-4099
Website:

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