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Mawer Investment Management LTD.

CIK:0001538449
Asset Manager
$20B AUM
110 holdings
Calgary, AB, Canada
Founded:1974
200 employees
Latest filing:Jun 30, 2025

Mawer Investment Management Ltd. is an independent investment management firm based in Calgary, Alberta, Canada. Founded in 1974, the firm manages assets for a range of clients including individuals, family offices, institutions, and not-for-profits. Mawer is known for its disciplined, long-term approach to investing and employs over 200 professionals serving clients primarily across Canada and internationally.

Investment Strategy

Mawer Investment Management Ltd. employs a bottom-up, research-driven investment approach focused on building diversified portfolios of high-quality companies. The firm emphasizes long-term growth and capital preservation, seeking investments with strong balance sheets, proven management, and sustainable competitive advantages. Mawer's investment philosophy centers on patience, thorough due diligence, risk management, and a focus on delivering consistent risk-adjusted returns for its clients.

Top Buys
M
METAMETA PLATFORMS INC
+$543.2M
N
NOCNORTHROP GRUMMAN CORP
+$492.0M
M
MSFTMICROSOFT CORP
+$279.1M
J
JPMJPMORGAN CHASE & CO.
+$254.1M
A
AERAERCAP HOLDINGS NV
+$181.4M
Top Sells
U
UNHUNITEDHEALTH GROUP INC
-$755.7M
F
FDXFEDEX CORP
-$554.5M
X
XPXP INC
-$338.1M
M
MMCMARSH & MCLENNAN COS INC
-$282.2M
R
RHIROBERT HALF INC.
-$264.0M

Top Holdings

M
MSFTMICROSOFT CORP
+7.2%$1.43B
M
MMCMARSH & MCLENNAN COS INC
+6.0%$1.18B
A
AONAON PLC
+5.4%$1.06B
G
GOOGALPHABET INC
+4.7%$923.7M
B
BKNGBOOKING HOLDINGS INC
+4.7%$919.3M

Equity Positions (109)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
M
MSFT
MICROSOFT CORP7.25%$1.43B2,872,812$153.88$497.41+$279.1M
M
MMC
MARSH & MCLENNAN COS INC5.96%$1.18B5,374,871$103.16$218.64-$282.2M
A
AON
AON PLC5.38%$1.06B2,971,533$199.08$356.76-$246.3M
G
GOOG
ALPHABET INC4.68%$923.7M5,207,025$75.88$177.39-$25.7M
B
BKNG
BOOKING HOLDINGS INC4.66%$919.3M158,802$2571.73$5789.24+$139.6M

Industry Allocation

INSURANCE AGENTS, BROKERS & SERVICE
+12.6%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+12.2%
SERVICES-BUSINESS SERVICES, NEC
+8.2%
SERVICES-PREPACKAGED SOFTWARE
+7.6%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+6.8%