We specialize in global and domestic equity, balanced, and fixed income strategies to meet a variety of investment needs.
We offer a number of ways to invest with us based on the amount of advice you desire and your level of investment.
Build a diverse portfolio with Mawer Mutual Funds or assess whether your current retirement plan will help keep you on track.
Our founder Charles Mawer had a single mantra—“do the right thing”—for clients, employees, and the community. His unrivalled integrity continues to guide us today.
Strategies, frameworks, and insights to help you make better investing decisions.
Karan Phadke, portfolio manager for Mawer’s global small cap strategy, shares insights on how small caps are navigating trade policy volatility, the importance of proactive management, and Mawer’s unique approach to process improvement and AI integration in investment research.
Quality investing focuses on identifying and investing in companies with strong, enduring fundamentals, at the right price. These companies typically possess competitive advantages, maintain dominant market positions, exhibit comfortable financial leverage, generate sustainable free cash flow, and are led by management teams with a history of deploying capital effectively. This article will delve into the characteristics of quality companies, the metrics used to quantify quality, and the durability of quality through market cycles.
Global equity co-manager, Manar Hassan-Agha, examines how tariff policies have created uncertainty for businesses, particularly impacting capital deployment decisions and supply chains. Manar explains how a focus on asset-light, service-oriented businesses with recurring revenue provides resilience during volatile periods, with limited direct exposure to tariff-vulnerable exports. Through specific company examples like Admiral Group, UnitedHealth, and a beauty products business, he illustrates how the team evaluates short-term price movements versus long-term intrinsic value, emphasizing the importance of disciplined position sizing and maintaining a balanced, diversified portfolio across geographies and market caps during uncertain times.
