Firm Overview
Founded in 1974, Mawer Investment Management Ltd. (pronounced “more”) is a privately owned, independent investment firm, managing approximately $87.7 billion in assets for individual and institutional investors across all major asset classes. We employ over 250 people in Calgary, Toronto, the U.S., and Singapore.
For over 49 years, we have provided investment management for our clients using our “boring” investment approach. This approach has helped our clients safely and profitably navigate the investing landscape over many economic cycles. Our mission is to be our clients’ most trusted investment manager by delivering long-term investment excellence, building strong client partnerships, and making a commitment to do the right thing—always.
Get to Know Mawer
Do the Right Thing
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.
Learn More
Firm Timeline
1974
Charles Mawer founds
Mawer & Associates
1987
International Equity
1988
Canadian Small Cap Equity
Canadian Money Market
1991
Canadian Mid-Large Cap Equity
Canadian Bond
1992
U.S. Equity
2007
Global Small Cap
2009
Global Equity
2011
Toronto Office opens
2012
Investment advisory services
offered in the U.S.
2017
Emerging Markets Equity
2020
EAFE Large Cap
2020
Mawer Investment
Management U.S. LLC
established
2021
U.S. Mid Cap
2024
Global Credit
Our Values
Our core values form the foundation of our firm. We think of them as much more than words on a wall; they reflect what is truly important to us and serve as a compass for our actions.
1.
Act with Integrity
2.
Put Clients' Interests First
3.
Pursue Excellence
4.
Work as a Team
5.
Think Long-term
- We hold ourselves and each other to the highest ethical standards.
- We believe that there are no small breaches of integrity.
- We do what we say we’ll do.
- We take ownership of our mistakes.
- We are consistent in thought, word, and deed.
- We are honest, open, and candid.
- We keep the camels out of our tent.
- We never forget that clients have entrusted us with their money.
- We know that by helping our clients succeed, we succeed.
- We treat our clients with the same care and respect as our family and friends.
- We continually look for ways to delight our clients and deliver the best experience.
- We are objective in our advice and know that “yes” isn’t always the right answer.
- We believe that excellence does not equal perfection.
- We are relentlessly curious and have a passion for learning.
- We challenge the status quo.
- We are doers as well as thinkers.
- We encourage and inspire everyone to achieve more than they think they can.
- We succeed or fail as a team.
- We aim to be egoless and humble—ideas matter, not titles.
- We recognize that no one has a monopoly on the truth.
- We believe that every seat on the bus is valuable.
- We play to strengths and spend most of our time working in our genius areas.
- We care about our teammates’ successes and help them achieve their goals.
- We think and act like owners; investing for the future and managing risk.
- We are comfortable with giving up short-term wins for long-term success.
- We strive to be resilient no matter how the future unfolds.
- We act as stewards of the jersey.
- Act with Integrity
- We hold ourselves and each other to the highest ethical standards.
- We believe that there are no small breaches of integrity.
- We do what we say we’ll do.
- We take ownership of our mistakes.
- We are consistent in thought, word, and deed.
- We are honest, open, and candid.
- We keep the camels out of our tent.
- Put Clients' Interests First
- We never forget that clients have entrusted us with their money.
- We know that by helping our clients succeed, we succeed.
- We treat our clients with the same care and respect as our family and friends.
- We continually look for ways to delight our clients and deliver the best experience.
- We are objective in our advice and know that “yes” isn’t always the right answer.
- Pursue Excellence
- We believe that excellence does not equal perfection.
- We are relentlessly curious and have a passion for learning.
- We challenge the status quo.
- We are doers as well as thinkers.
- We encourage and inspire everyone to achieve more than they think they can.
- Work as a Team
- We succeed or fail as a team.
- We aim to be egoless and humble—ideas matter, not titles.
- We recognize that no one has a monopoly on the truth.
- We believe that every seat on the bus is valuable.
- We play to strengths and spend most of our time working in our genius areas.
- We care about our teammates’ successes and help them achieve their goals.
- Think Long-term
- We think and act like owners; investing for the future and managing risk.
- We are comfortable with giving up short-term wins for long-term success.
- We strive to be resilient no matter how the future unfolds.
- We act as stewards of the jersey.
Our Culture
We work in an open, non-hierarchical culture which encourages candid communication, fosters trust, and thereby enables effective decision-making throughout the firm. After all, diversity of thought within a team is meaningless unless individuals have the humility to hold their stories lightly and to engage in respectful debate.
Ideas matter—not titles. We strive to be honest, humble, relentlessly curious, and to seek continual improvement. We think and act like owners and are comfortable giving up short-term wins for long-term success. This culture supports a decision-making and workplace environment that is clear, focused, and passionate, helping to contribute to high retention rates within the team.
Learn More About Mawer's Culture
- Culture checklist: One firm, eight boxes, 10 successful year(CFA Institute, Jim Ware)
- Why culture is important to risk management (Paul Moroz, CFA, Chief Investment Officer)
- Post-Mortem: Learnings from 2022 | EP128 (Paul Moroz, CFA, Chief Investment Officer)
- The enemy is us: Mitigating confirmation bias(Rob Campbell, CFA, Institutional Portfolio Manager)
- The competitive advantage of high performing teams| EP06(Vijay Viswanathan, CFA, MBA, Director of Research)
