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Mawer Investment Management Ltd.
Jim Hall · Asset Manager · Value
Mawer Investment Management Ltd. is an independent, employee-owned investment firm headquartered in Calgary, Canada. Founded in 1974 by Charles Mawer, the company has grown into a prominent global asset manager, overseeing more than CA$90 billion in assets for a diverse range of institutional and individual clients. The firm specializes in global and domestic equity, fixed income, and balanced portfolio strategies, maintaining a strong reputation for stability and independence. Mawer is characterized by its disciplined, bottom-up investment process and a long-term perspective that seeks to protect and grow client capital through various market cycles. With offices in Canada, the United States, and Singapore, the firm provides comprehensive investment management services focused on delivering consistent, risk-adjusted returns.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +11.3% |
| YTD return | +8.9% |
| Sharpe ratio | 2.87 |
| Win rate | 56% |
| AUM | $11.6B |
| Inception | Oct 1, 2025 |
| Updated | Sep 3, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $11.6B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.mawer.com |
Current Holdings
Updated on Sep 3, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| TSM | Taiwan Semiconductor Manufacturing | 10.8% | +36.0% |
| GOOGL | Alphabet Inc Class A | 8.0% | +39.9% |
| MSFT | Microsoft Corporation | 7.2% | +0.1% |
| AMZN | Amazon.com Inc | 6.9% | +16.6% |
| SHEL | Shell PLC ADR | 6.3% | +8.1% |
| NVDA | NVIDIA Corporation | 6.0% | +1.5% |
| V | Visa Inc. Class A | 5.5% | +9.5% |
| WTKWY | Wolters Kluwer NV | 5.0% | 0.0% |
| ORKLY | Orkla ASA ADR | 4.7% | 0.0% |
| BZLFY | Bunzl plc | 4.7% | 0.0% |
| WAT | Waters Corporation | 4.3% | +29.3% |
| COR | Cencora Inc. | 4.0% | +7.5% |
| JDEPY | JDEPY | 4.0% | 0.0% |
| AON | Aon PLC | 3.6% | -8.9% |
| APH | Amphenol Corporation | 3.4% | +31.9% |
| NOC | Northrop Grumman Corporation | 3.4% | -12.2% |
| WFC | Wells Fargo & Company | 3.2% | +15.0% |
| AER | AerCap Holdings NV | 3.2% | +5.1% |
| MRSH | Marsh & McLennan Companies, Inc. | 3.0% | +17.8% |
| BRK-A | Berkshire Hathaway Inc | 2.9% | +2.3% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 17, 2026 | SELL | META | 3.2% → 0.0% |
| Aug 17, 2026 | BUY | ORKLY | 4.3% → 4.7% |
| Aug 17, 2026 | BUY | TSM | 10.8% → 10.8% |
| Aug 17, 2026 | BUY | BZLFY | 3.8% → 4.7% |
| Aug 17, 2026 | SELL | MSFT | 8.5% → 7.2% |
Investment Style Analysis
Mawer Investment Management Ltd. is widely recognized for employing a Value strategy. As of Sep 3, 2026, the firm oversees approximately $11.6B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Packaged Foods sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 17, Mawer Investment Management Ltd. made a significant move by reducing the position in META. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Mawer’s core investment philosophy is famously encapsulated in the phrase, "Be Boring. Make Money." This approach centers on a systematic, bottom-up research process to identify "wealth-creating" companies—businesses that consistently earn returns on capital exceeding their cost of capital due to durable competitive advantages and excellent management teams. The firm focuses on purchasing these high-quality companies when they trade at a discount to their intrinsic value, emphasizing downside protection and long-term compounding. By remaining benchmark-agnostic and ignoring short-term market fads, Mawer aims to provide consistent performance and financial peace of mind for its investors over the long term.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Mawer Investment Management Ltd..
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Frequently asked questions
How is the simulated portfolio for Mawer Investment Management Ltd. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Mawer Investment Management Ltd.'s largest holding?
As of the latest filing, Mawer Investment Management Ltd.'s top position is Taiwan Semiconductor Manufacturing (TSM), representing 10.8% of the portfolio. This reflects a high-conviction bet by the institution.
What is Mawer Investment Management Ltd.'s historical performance and risk profile?
Our simulation indicates a total return of +11.3% with a win rate of 56%. Notably, the portfolio maintains a Sharpe Ratio of 2.87, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does Mawer Investment Management Ltd. primarily invest in?
Mawer Investment Management Ltd. has a strong preference for the Semiconductors sector, which makes up 16.8% of their disclosed assets. The portfolio also has exposure to Packaged Foods, indicating a specific thematic focus.
Is Mawer Investment Management Ltd.'s portfolio concentrated or diversified?
Mawer Investment Management Ltd. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 26.1% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Mawer Investment Management Ltd. performed in 2026?
Our AI-simulated model portfolio for Mawer Investment Management Ltd. tracks a Year-to-Date (YTD) return of +8.9%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Jim Hall manage Mawer Investment Management Ltd. directly?
Yes, Jim Hall serves as the key portfolio manager for Mawer Investment Management Ltd., overseeing the investment strategy and final capital allocation decisions.