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Mawer Investment Management LTD.
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.
Latest 13F Filing Activity
Mawer Investment Management LTD. filed their most recent 13F report on Jun 30, 2025 disclosing 109 equity positions with a total 13F market value of $20B. The fund increased holdings in Meta Platforms Inc., Northrop Grumman Corp., Microsoft Corp. among other positions. Mawer Investment Management LTD. reduced exposure to Unitedhealth Group Inc., Fedex Corp., XP Inc. among others.
Top Holdings
Equity Positions (109)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 7.25% | $1.43B | 2,872,812 | $153.88 | $497.41 | +$279.1M |
M MMC | MARSH & MCLENNAN COS INC | 5.96% | $1.18B | 5,374,871 | $103.16 | $218.64 | -$282.2M |
A AON | AON PLC | 5.38% | $1.06B | 2,971,533 | $199.08 | $356.76 | -$246.3M |
G GOOG | ALPHABET INC | 4.68% | $923.7M | 5,207,025 | $75.88 | $177.39 | -$25.7M |
B BKNG | BOOKING HOLDINGS INC | 4.66% | $919.3M | 158,802 | $2571.73 | $5789.24 | +$139.6M |
Industry Allocation
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