![]() Mawer Investment Management Ltd. (Mawer), headquartered in Calgary, Alberta, was founded in 1974. The Firm is an independent corporation controlled by nineteen investment professionals. The investment management team offers investment expertise across all asset classes. The support team includes specialists in marketing and sales, technology and information systems, portfolio administration, accounting, and client service. The early days of Mawer focused on private clients and institutional investors, primarily in Calgary and western Canada. Starting in 1987 Mawer launched a family of mutual funds to provide a diversified range of investment options to both institutional and private investors. In 2000, Mawer designed and launched TEAMTM, a Tax Effective Asset Management program for both private clients and wrap programs across Canada. The TEAMTM products are now distributed by most major wrap programs in Canada. Mawer prides itself on the continuity and consistency of the investment management team due to very low professional turnover. We credit this to a clearly articulated investment philosophy, over three decades of independent ownership and a well-formulated succession plan. The Firm employs a disciplined, research-driven process and long-term view in the management of portfolios. Value-added returns are achieved through prudent security selection and portfolio mix based on fundamental analysis of securities. Consistent returns are achieved through a team process which blends the unique expertise and style of all investment specialists. Portfolios are managed according to the unique investment objectives and risk tolerances of our clients. The Firm ascribes and adheres to the CFA Institute Code of Ethics and Standards of Professional Conduct. Today, Mawer offers investment management to foundations and not-for-profit organizations, corporate pension plans, strategic alliances with other financial service companies, and private investors. |
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