Mawer Investment Management Ltd.

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.

Holdings MV

14.00B

Last Updated

2026-01-26

Total Holdings

Tracker Performance

Mawer Investment Management Ltd.

S&P 500

Total Return

+13.79%

Annualized Return

+24.80%

1 Day Change

-0.90%

Sharpe Ratio

1.72

Trade Updates

2026-01-26

Ticker

Name

01/26

Buy

7.66%

Fill Price --

7.69%

Ticker

Name

01/26

Sell

6.09%

Fill Price --

6.06%

Ticker

Name

01/26

Buy

6.33%

Fill Price --

6.42%

Ticker

Name

01/26

Buy

2.47%

Fill Price --

2.50%

Ticker

Name

01/26

Sell

5.45%

Fill Price --

5.24%

Ticker

Name

01/26

Sell

3.94%

Fill Price --

3.87%

Ticker

Name

01/26

Sell

3.05%

Fill Price --

3.04%

Ticker

Name

01/26

Buy

4.38%

Fill Price --

4.39%

Ticker

Name

01/26

Sell

10.06%

Fill Price --

9.96%

Ticker

Name

01/26

Sell

3.14%

Fill Price --

3.07%

Ticker

Name

01/26

Sell

2.62%

Fill Price --

2.50%

Ticker

Name

01/26

Sell

2.83%

Fill Price --

2.74%

Ticker

Name

01/26

Sell

3.28%

Fill Price --

3.26%

Ticker

Name

01/26

Sell

6.12%

Fill Price --

0.00%

Ticker

Name

01/26

Buy

0.00%

Fill Price --

6.02%

Ticker

Name

01/26

Buy

8.70%

Fill Price --

8.85%

Ticker

Name

01/26

Buy

4.61%

Fill Price --

4.67%

Ticker

Name

01/26

Buy

2.34%

Fill Price --

2.38%

Ticker

Name

01/26

Buy

6.74%

Fill Price --

7.46%

Ticker

Name

01/26

Sell

5.68%

Fill Price --

5.52%

Ticker

Name

01/26

Sell

4.54%

Fill Price --

4.37%

Current Holdings

Non-Bank Financials

27.58%

Electronics

13.88%

Internet & Media

13.22%

Medical Biology

9.61%

Computer

8.85%

Commerce

7.69%

Leisure Services

5.24%

Defense

4.67%

Other

4.39%

Banks

2.50%

Mining

2.38%

Mechanical Equipment

0.00%

Symbol

P&L %

Position Size

Ticker

Name

+138.73%

9.96%

Ticker

Name

+132.17%

2.74%

Ticker

Name

+67.19%

6.42%

Ticker

Name

+49.72%

7.46%

Ticker

Name

+34.28%

4.67%

Ticker

Name

+14.21%

3.07%

Ticker

Name

+10.80%

4.39%

Ticker

Name

+9.63%

7.69%

Ticker

Name

+4.70%

2.50%

Ticker

Name

+4.05%

2.50%

Ticker

Name

+2.55%

3.04%

Ticker

Name

+1.43%

4.37%

Ticker

Name

+1.04%

2.38%

Ticker

Name

-1.37%

3.87%

Ticker

Name

-3.02%

8.85%

Ticker

Name

-3.35%

6.02%

Ticker

Name

-6.52%

6.06%

Ticker

Name

-6.60%

5.52%

Ticker

Name

-10.98%

3.26%

Ticker

Name

-12.45%

5.24%

Disclaimer

This simulated portfolio Tracker is based on holdings disclosed in institutional 13F filings. We select the top 20 holdings and construct a portfolio weighted by their relative proportions. Holdings beyond the top 20 are excluded, as their impact on the portfolio is minimal. Focusing on the top 20 enhances practicality and reflects the institution's stock-picking ability. The portfolio is periodically rebalanced to align with updated 13F filings. Note that 13F disclosures typically have a 45-day delay (e.g., Q2 2025 data is disclosed by mid-August). Users should consider this lag when tracking the portfolio, though institutional holdings are generally long-term, emphasizing strategic rationale behind changes. This portfolio is for illustrative purposes only and does not constitute investment advice. All investment decisions are the user's responsibility. Investing involves risks, including potential loss of principal. Past performance is not indicative of future results.