Mawer Investment Management Ltd. 

Headquartered in Calgary, Alberta, Mawer has been managing portfolios for individual and institutional investors for more than three decades. The firm is one of Canada’s most experienced investment counsellors. Mawer is an independent, privately owned company and because investment management is their only business, they are able to focus on their primary objective: to preserve and create wealth for their clients.

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. While they benefit from the research of many investment companies around the world, they rely on their own independent in-house research and analysis.

Mawer prides itself on the continuity and consistency of the investment management team due to very low professional turnover. This is due to a clearly articulated investment philosophy, over three decades of independent ownership and a well-formulated succession plan. The investment management team offers investment expertise across all asset classes. Strong relative 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 their clients.

Brochure

Portfolio Managers and Investment Professionals

Craig Senyk David Ragan Grayson Witcher Greg Peterson
Jim Hall Michael J.R. Crofts Paul Moroz

 

Mawer-managed funds achieve 4- or 5-Star Overall Morningstar Rating™

Five of the Funds in our “Select” Fund Family, sub-advised by Mawer Investment Management Ltd., have earned a 4- or 5-Star Overall Morningstar Rating™ as of December 31, 2011.

Manulife Canadian Investment Class
Manulife Diversified Investment Fund
Manulife Global Small Cap Fund
Manulife Tax-Managed Growth Fund
Manulife World Investment Class

 
 

Related News

BNN speaks to Craig Senyk about the market turmoil today and how he is managing the market volatility   – December 15, 2011

Manulife Mutual Funds marks three-year anniversary of three Mawer-managed funds, which attain 5-Star Overall Morningstar Ratings™ – August 3, 2011

 
 

Awards & Recognition

2011 Lipper Award - Mawer World Investment Fund – 3, 5 and 10 year performance1

© 2011 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

The Morningstar Rating, commonly referred to as the Star Rating, relates how a fund has performed on a risk-adjusted basis against its category peers. Morningstar calculates risk-adjusted return by adjusting total return for sales loads, the risk-free rate, and risk. Please refer to www.morningstar.ca for greater detail on the calculation of the Star Ratings. Funds are ranked by their Morningstar Risk-Adjusted Return scores with the top 10 per cent receiving 5 stars and the following top 22.5 per cent receiving 4 stars. The Star Ratings are as of December 31, 2011 and are subject to change every month. The Star Ratings for the Funds shown and the number of funds within their categories for each period are: Manulife Canadian Investment Class, within the Canadian Equity category: 1 year period, [5, 343], 3 year period, [5, 270]; Manulife DIversified Investment Fund, within the Global Equity Balanced Category: 1 year period, [5, 482], 3 year period, [4, 405]; Manulife Global Small Cap Fund, within the Global Small/Mid Cap Equity category: 1 year period, [4, 104], 3 year period, [4, 97]. Manulife World Investment Class within the International Equity category: 1 year period, (4, 293), 3 year period, (5, 213), 5 year period, (5, 141); Manulife Tax-Managed Growth Fund within the Global Equity category: 1 year period, (3, 767), 3 year period, (4, 628), 5 year period, (5, 339), 10 year period, (4, 137).

1The Lipper Fund Awards were awarded based on the International Equity category over the 3, 5 and 10 year periods ended October 31, 2010. The Lipper Leader Methodology is subject to change every month. Please refer to www.lipperweb.com for greater detail on the calculation of the Lipper Leader Ratings or the awarding of the Lipper Awards.