Our History

Delivering Peace of Mind for over 40 Years

Since 1974, we have provided consistent portfolio management for our clients based on a disciplined, time-tested, “boring” investment approach. This approach has helped our clients safely and profitably navigate the investing landscape over many different economic cycles.

Scroll down to learn more about our founder Commander Charles Mawer and the key events that have shaped our firm over the last 40 years.

1974

chuck mawerIn 1974, at the age of 57, Mr. Mawer started Mawer & Associates. His vision, “Do the Right Thing,” differentiated his new firm from other investment managers. He believed if the firm always did the right thing on behalf of clients, success would follow.

His unrivaled integrity continues to guide us today.

Learn more about Charles Mawer

1981

Cooper Key Gerald resized image2Gerald Cooper-Key joins the firm and starts managing international equity.

After 30 years of working in various roles such as Chairman of the Board and Portfolio Manager of the award winning Mawer World Investment Fund (now the International Equity Fund), Mr. Cooper-Key retired from the firm. He remains on the Board of Directors and is Honorary Chairman.

1984

The firm has grown to 7 employees.

1987

Launch of the International Equity Fund.

1988

Launch of the New Canada Fund (Small Cap Canadian Equity).

1988

Launch of the Canadian Balanced Retirement Savings Fund and the Canadian Diversified Fund (now the Balanced Fund and the Tax Effective Balanced Fund).

1988
1990

The firm has grown to 15 employees.

1991

Launch of the Canadian Equity Fund.

1991

Launch of the Canadian Bond Fund.

1992

Launch of the U.S. Equity Fund.

2000

The firm has grown to 30 employees.

2002

The firm reaches $1B in assets under management. 

2007

Launch of the Global Small Cap Fund.

2007

Gerald Cooper-Key receives Morningstar Fund Manager of the Year award.

2009

Launch of the Global Equity Fund.

2010

The firm has grown to 75 employees.

2010

Jim Hall receives Morningstar Equity Fund Manager of the Year award.

 

2011

Martin Ferguson, Director and Portfolio Manager, receives the Morningstar Domestic Equity Fund Manager of the Year award.

2011

The firm opens an office in Toronto, Ontario.

2012

David Ragan, Director and Portfolio Manager, receives the Morningstar Foreign Equity Fund Manager of the Year award.

2013

Mawer receives the Morningstar Analysts' Choice Fund Company of the Year award.

2013

Launch of the Global Balanced Fund.

2013

Paul Moroz, Deputy CIO and Portfolio Manager, receives the Morningstar Foreign Equity Fund Manager of the Year award.

2013

Mawer opens a research location in Singapore.

2014

Mawer receives the Morningstar Analysts' Choice Fund Company of the Year award for the second year in a row.

2014

Martin Ferguson, Director and Portfolio Manager, and Jeff Mo, Portfolio Manager, receive the Morningstar Domestic Equity Fund Manager of the Year award.

2014

cfc logo h en tagMawer supports the Community Foundation of Canada (CFC) as their Professional Development Partner from 2014-2017. Mawer will invest in ongoing opportunities that will help the CFC build new skills, network with peers, and learn about new tools that support community philanthropy leaders in adapting/responding to the changing world.

2015

Launch of the Global Bond Fund.

2015

Jim Hall, Chief Investment Officer, and Vijay Viswanathan, Director of Research and Portfolio Manager, receive the Morningstar Domestic Equity Fund Manager of the Year award.