• Anderson Justin
    Equity Analyst
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    Justin Anderson, CFA, MSc

    Equity Analyst

    Justin Anderson is an Equity Analyst at Mawer Investment Management Ltd., which he joined in 2014. In 2016, Mr. Anderson completed the rotation program, working on each asset class, and joined the Mawer Canadian Equity Fund as an equity analyst.

    After founding the research company Xedge, specializing in stochastic analysis of oil and gas exploration portfolios, Mr. Anderson joined Salman Partners and then Desjardins Capital Markets as a research analyst. Prior, he worked on energy company strategy and valuations at McKinsey & Company and for the investment banking energy group at BMO Capital Markets.

    Mr. Anderson completed a Bachelor of Science in Mechanical Engineering and a Bachelor of Arts at the University of Calgary. He then completed a Master of Science in Aeronautical Engineering at MIT. While at MIT, he founded and commercialized a high-tech company specializing in unfolding software and was an executive chair of the MIT Energy Club.

    Mr. Anderson is a Chartered Financial Analyst charterholder.

  • Elkington Curtis
    Credit Analyst
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    Curtis Elkington, CFA

    Credit Analyst

    Curtis Elkington is a Credit Analyst at Mawer Investment Management Ltd., which he joined in 2014. Previously, he interned as a high yield credit analyst at Marret Asset Management and a U.S. equity analyst at PCJ Investment Counsel.

    Mr. Elkington earned his Bachelor of Commerce from the Sauder School of Business at the University of British Columbia in 2014. During this time, he was a member of the UBC Portfolio Management Foundation where he co-managed a North American balanced portfolio.

    Mr. Elkington is a Chartered Financial Analyst charterholder. 

  • Hampel Jorg
    Jorg Hampel
    CFA, MSc.
    Equity Analyst
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    Jorg Hampel, CFA, MSc.

    Equity Analyst

    Jorg Hampel is an Equity Analyst at Mawer Investment Management Ltd., which he joined in 2009. Previously, he was an Analyst at Macquarie Securities in London, U.K. where he performed fundamental research on European industrial goods companies. Prior to that, Mr. Hampel was an Equity Research Associate at Fidelity International Ltd. in London where he also focused on European industrial companies.

    Mr. Hampel earned his MSc. in International Securities, Investment and Banking from the International Capital Markets Association Centre at the University of Reading in 2005. He also received a BA (Honours) in Economics, with a concentration in financial economics from Carleton University in 2004. He is a Chartered Financial Analyst charterholder with investment experience since 2005.

  • Kiatworakun Ong
    Equity Analyst
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    Ong (Apichet) Kiatworakun, CFA, MBA

    Equity Analyst

    Ong (Apichet) Kiatworakun is an Equity Analyst at Mawer Investment Management Singapore Ptd. Ltd.. He joined the firm in 2013, then relocated from Calgary to Singapore in 2016. Previously, he was a Senior Research Associate at Macquarie Securities in Bangkok, Thailand, where he performed fundamental research on Thai banks, media, hotels, and infrastructure companies. In 2012, Mr. Kiatworakun spent a summer internship at Raymond James in Vancouver where he focused on mining companies as an Equity Research Associate. Prior to that, he was an Investment Banking Analyst at Phatra Securities PLC and a Management Trainee in Marketing at Unilever in Thailand.

    Mr. Kiatworakun earned his Master of Business Administration from the Sauder School of Business at the University of British Columbia in 2012 and his Bachelor of Business Administration degree with a concentration in Finance from Thammasat University in Thailand. He is a Chartered Financial Analyst charterholder.

  • Li Siying
    Equity Analyst
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    Siying Li, CFA

    Equity Analyst

    Siying Li is an Equity Analyst at Mawer Investment Management Ltd., which she joined in 2013. Previously, she was a consultant at KPMG Management Consulting in Toronto where she worked with client management teams in aerospace, healthcare, and power industries. Ms. Li also spent a co-op term at CIBC as an Investment Banking Summer Analyst.

    Ms. Li received her Bachelor of Business Administration (Honours) from Richard Ivey School of Business and her Bachelor of Engineering Science in Electrical Engineering from the University of Western Ontario. She is a Chartered Financial Analyst charterholder.

  • Lilly Kara3
    Investment Strategist
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    Kara Lilly, CFA

    Investment Strategist

    Kara Lilly is the Investment Strategist at Mawer Investment Management Ltd., which she joined in 2009. She plays an active role in asset mix, risk management and the macroeconomic investment process. In addition to research, Ms. Lilly provides regular insight and commentary through her role as a contributor to many of the Firm’s publications.

    Previously, Ms. Lilly was an Associate at Q1 Capital Partners in Toronto performing fundamental research on financing and M&A mandates for private Canadian companies. She was also the co-founder and co-chair of the University of Toronto national business competition LIVE.

    Ms. Lilly is the founder of the Calgary chapter of Acumen Fund. She is also a strategic advisor to several non-profit and for-profit startups in the Calgary area.

    Ms. Lilly earned her Bachelor of Business Administration (Honours) degree from the University of Toronto, and has completed studies at the University of British Columbia. She is a CFA Charterholder with investment experience since 2009.  

  • Lopata Stanislav v3
    Equity Analyst
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    Stanislav Lopata, CFA

    Equity Analyst

    Stanislav Lopata is an Equity Analyst at Mawer Investment Management Ltd., which he joined in 2009. He spent two years in the rotation program, working on each asset class. Between 2011-2016, he worked as an equity analyst for the Mawer Canadian Equity fund. In 2016, Mr. Lopata joined the Mawer US equity fund as an equity analyst. Stanislav is also a member of the Research Feedback panel, which works to advance depth and quality of investment due diligence within the Mawer Research team. 

    Mr. Lopata is a Chartered Financial Analyst charter holder with investment experience since 2009. He is a winner of the CFA Society Toronto Undergraduate Scholarship. Mr. Lopata earned a Canadian Investment Manager designation from the Canadian Securities Institute in 2007. He then received a Bachelor of Commerce degree with a concentration in Finance and Economics from the Rotman School of Management, University of Toronto, in 2009. During his studies, he received the Canadian Millennium Excellence Scholarship and the Fairfax Financial Holdings Ltd. Scholarship for academic excellence, leadership and social involvement.

  • Taghiyev Samir
    Samir Taghiyev
    B. Commerce
    Equity Analyst
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    Samir Taghiyev, B. Commerce

    Equity Analyst

    Samir Taghiyev is an Equity Analyst at Mawer Investment Management Ltd., which he joined in 2014. Previously, he completed internships at Ewing Morris & Co. Investment Partners and Sionna Investment Managers.

    Mr. Taghiyev received his Bachelor of Commerce from the University of Toronto specializing in Finance and Economics. He has achieved CFA Level III.

  • Phadke Karan
    Equity Analyst
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    Karan Phadke, CFA

    Equity Analyst

    Karan Phadke is an Equity Analyst at Mawer Investment Management Ltd., which he joined in 2016. He specializes in global small cap equity. Prior to joining Mawer, he covered a market neutral global equity strategy at CPP Investment Board. Earlier in his career, Mr. Phadke advised private equity investors and Fortune 500 executives on corporate finance and strategy as a Management Consultant at A.T. Kearney. He has lived in Canada, Singapore, USA, and South Africa, and speaks 3 foreign languages.

    Mr. Phadke earned his Bachelor of Science with High Distinction in Actuarial Mathematics and Statistics from the University of Toronto. He is a Chartered Financial Analyst charterholder with investment experience since 2012.

  • Wilson John
    John Wilson
    CFA, BBA
    Equity Analyst
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    John Wilson, CFA, BBA

    Equity Analyst

    John Wilson is an Equity Analyst at Mawer Investment Management Ltd., which he joined in 2012. Previously, he spent two co-op terms at JC Clark in Toronto.

    Mr. Wilson received his Bachelor of Business Administration degree from Wilfrid Laurier University. He is a Chartered Financial Analyst charterholder.

  • Shah Amit
    Amit Shah
    MBA, PhD, B.Sc.
    Equity Analyst
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    Amit Shah, MBA, PhD, B.Sc.

    Equity Analyst

    Amit Shah is an Equity Analyst at Mawer Investment Management Ltd., which he joined full-time in 2016 following a summer internship at Mawer in 2015.

    Previously, Mr. Shah worked as a biomedical researcher and earned a PhD in Neuroscience from Michigan State University (2008-2014) studying the role of the sympathetic nervous system in blood pressure regulation. He then pursued an MBA at the Rotman School of Management as a CIHR Science to Business Scholar (2014-2016) in order to transition from academia to the finance industry. Currently, he is rotating within various asset classes at Mawer.

  • Samuel Joshua
    Equity Analyst
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    Joshua Samuel, BBM

    Equity Analyst

    Joshua Samuel is an Equity Analyst at Mawer Investment Management Ltd., which he joined in 2017 in our Singapore office. Prior to joining Mawer, he worked as an equity analyst at Lauro Asset Management (2015-2017) and Ellis Munro Asset Management (2014-2015).  He also completed an internship at Apollo Global Management LLC while in university.

    Mr. Samuel earned his Bachelor of Business Management with a major in Finance from Singapore Management University (SMU) in 2014. He has completed his CFA Level 1.

  • Lee Daniel4
    Daniel Lee
    CPA, CA
    Equity Analyst
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    Daniel Lee, CPA, CA

    Equity Analyst

    Daniel Lee is an Equity Analyst at Mawer Investment Management Ltd., which he joined in 2017. Prior to joining Mawer, he worked as an auditor at KPMG in the Financial Institutions group (2012-2013), and most recently as a Consultant at Deloitte in the Strategy & Operations group where he worked on corporate strategy for mining, utilities and insurance companies (2015 to 2017). 

    Mr. Lee earned his Masters of Accounting (2015) and Bachelors of Accounting & Financial Management (2014) from the University of Waterloo. He has completed his CFA Level 1 and has earned his Chartered Professional Accountant and Chartered Accountant designations.

    Mr. Lee was a 2x Junior world record holder for powerlifting in the AWPC.

  • Cheong Wen Quan
    Equity Analyst
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    Wen Quan Cheong, BBA

    Equity Analyst

    Wen Quan Cheong is an Equity Analyst at Mawer Investment Management Ltd., which he joined in 2017. Prior to joining Mawer in our Singapore office, he worked as an Investment Analyst Intern in the Industrials Sector at Seatown Holdings (2015). He also founded and managed a S$1.2 million equity portfolio from 2011 – 2016. 

    Mr. Cheong earned his Bachelor of Business Management, Finance from Singapore Management University in 2017. His team was 1st runner-up in the national round of the CFA Institute’s 2016 Research Challenge.