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Mawer Canadian Equity A (0P00007173)
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20/12 - Closed. Currency in CAD
- Morningstar Rating:
- Total Assets: 3.73B
Mawer Canadian Equity A
97.721
+0.540
+0.56%
- Overview
- Profile
- Historical Data
- Holdings
0P00007173 Overview
On this page you'll find an in-depth profile of Mawer Canadian Equity A. Learn about the key management, total assets, investment strategy and contact information of 0P00007173 among other information.
Investment Strategy
The objective of the Mawer Canadian Equity Fund to invest for above-average long-term, risk-adjusted returns by investing primarily in securities of Canadian companies. Treasury bills or short-term investments not exceeding three years to maturity will also be used. This is a larger capitalization fund. We employ the following strategies to achieve the Fund’s objectives: We seek to systematically create a broadly diversified portfolio of wealth-creating companies bought at discounts to their intrinsic value. We seek to employ a long-term holding period to allow for investor recognition or corporate growth and to minimize transaction costs.
Contact Information
Address
Suite 830, Box 43, 333 Bay Street
Calgary,AB T2R 0A8
Canada
Calgary,AB T2R 0A8
Canada
Phone
403 262 4673
Fax
403 262 4099
Web
www.mawer.com
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Mark Rutherford | - | 2022 | Now |
| Biography | Mark Rutherford is the co-manager of the Mawer Canadian Equity Strategy at Mawer Investment Management Ltd., which he joined in 2018. From 2011 to 2017 he worked as an investment specialist at BMGI, the private investment office of Bill and Melinda Gates and their charitable foundation. After spending a year on BMGI’s trading desk, Mark focused on private assets, evaluating and executing direct investments in a variety of industries. | ||
| Vijay Viswanathan | Co-Manager | 2011 | Now |
| Biography | Vijay Viswanathan is Director of Research at Mawer Investment Management Ltd., which he joined in 2007. He is the lead manager of the Mawer Canadian Equity Fund. In addition, Mr. Viswanathan is a member of Mawer's Executive Team, which drives the development and execution of the firm’s strategic plans. Mr. Viswanathan completed his MBA at the Richard Ivey School of Business in April 2007, and received his Bachelor of Science from the University of Waterloo in 1998. He is a Chartered Financial Analyst charterholder and a member of the CFA Society Calgary. | ||
| Jim Hall | CIO (Chief Investment Officer) | 1999 | 2021 |
| Biography | Jim Hall is President and lead manager of the EAFE Large Cap Strategy at Mawer Investment Management Ltd., which he joined in 1997. Previously, Mr. Hall served as co-manager for the Mawer Canadian Equity Strategy from 1999-2020, the Mawer Global Equity Strategy from 2009-2020, the Mawer International Equity Strategy from 2010-2016, and as Chief Investment Officer from 2004-2018. He is a member of Mawer's Executive Team, which drives the development and execution of the firm’s strategic plans, and a member of the Board of Directors, which he first joined in 2000 and chaired from 2008 until 2023 | ||
| Martin Ferguson | Portfolio Manager | 1996 | 1999 |
| Biography | Martin Ferguson is a Director and Portfolio Manager at Mawer Investment Management Ltd., which he joined in 1996. He is co-manager of the Canadian small cap equity mandates at Mawer. In December of 2014, Mr. Ferguson won the prestigious Domestic Equity Fund Manager of the Year award at the 20th annual Morningstar Awards, an award he also received in 2011. Mr. Ferguson earned a Bachelor of Commerce degree from the University of Alberta in 1982, and is a Chartered Financial Analyst charterholder. Mr. Ferguson is a member of the CFA Institute and the Calgary CFA Society. | ||
| William MacLachlan | - | 1994 | 1996 |
| Don Ferris | Other Executives | 1991 | 1994 |
| Biography | Don Ferris joined Mawer Investment Management Ltd. in 1986. He entered the profession in 1977. Don held the position of Portfolio Manager with both Bolton Tremblay Inc. and Montreal Trust Company. He also served as an economist with the Government of Alberta. | ||
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