Be Boring. Make Money.™
Be Boring. Make Money.™ means ignoring fads and taking a long-term view of investing. It means sticking to a disciplined, bottom-up investment approach no matter the market outlook. And, it means putting the investment odds in our clients’ favour by focusing on the things we can control.
In other words, we are benchmark agnostic, think probabilistically, and embrace uncertainty.
We seek business models with sustainable competitive advantages, regardless of industry or economic conditions.
We believe that by consistently following our investment philosophy and process we can provide investors with above average, long-term, risk-adjusted returns.
Because we adhere to a single, well-defined investment philosophy and process, our efforts are focused. This shared common language better enables the exchange of information and ideas—enhancing decision-making, increasing resilience, and reducing risk.
Wealth-Creating Companies
We look for companies that create wealth—companies that earn a return on capital greater than their cost of capital over time by virtue of a sustainable competitive advantage.
Excellent Management Teams
An excellent management team effectively allocates capital while expanding the company’s competitive advantage. In addition, these teams are consistent: they have a track record of doing what they say they are going to do.
Discount to Intrinsic Value
We seek to find quality companies that are trading at a discount to their intrinsic value—the price an objective, well-informed, person would pay for the company. This turns a great company into a great investment.
Sector Allocation
We typically overweight corporates and provincials providing attractive yields relative to Government of Canada bonds.
Security Selection
We invest in attractively priced corporate securities based on in-house, bottom-up credit analysis.
Trading
We monitor global bond markets for mispriced securities. Strong dealer relationships ensure optimal trade execution.
Yield Curve Strategy
We position along points on the yield curve offering the most attractive return potential relative to the duration and other risks of a security.
Our Investment Approach
Responsible Investing
The firm’s approach to responsible investing is to incorporate material environmental, social, and governance (ESG) factors into our investment decisions to better manage risk and generate sustainable, long-term returns.
Mawer is a signatory of the internationally-recognized Principles for Responsible Investment (PRI).
Ready to Invest?
We offer several ways to invest with based on your level of investment and desired level of advice.
Questions?
We’re here to help.
Phone: +1 (403) 262-4673
Toll-Free: +1 (800) 889-6248
Email: info@mawer.com
For general mutual fund inquiries:
Toll-Free: +1 (844) 395-0747
Email: investing@mawer.com
