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 12/31/20. The fund's latest filing disclosed 17BN in positions, representing 71% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/11 to 12/31/20. The fund's latest filing disclosed 17BN in positions, representing 71% of the manager's regulatory AUM.
MAWER INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
MAWER INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AON | 6.98% | Financials | 7.23% | -0.11% | 4 | 10% | ||
| MSFT | 4.99% | Tech | 2.17% | 0.24% | 0 | 50% | ||
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FEATURED IN
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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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
ALBERTA
CALGARY, CANADA, T2R 0A8
MAWER INVESTMENT Contact Information
Phone Number: 403-262-4673
Fax Number: 403-262-4099
Website: http://www.mawer.com
Fax Number: 403-262-4099
Website: http://www.mawer.com
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