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Boring, Common Sense Investing Since 1974 

We are a privately owned, independent investment management firm specializing in global and domestic equity, balanced, and fixed income strategies. For half a century, we have helped institutional and individual clients successfully navigate the shifting market landscape and many economic cycles using our disciplined, “boring,” investment approach.

We are committed to our independence as we believe it provides stability, reinforces our long-term view, and frees us to make decisions in the best interest of our clients. 

Ultimately, our purpose is to provide clients with financial peace of mind. To achieve this, we strive to deliver long-term investment excellence, build strong client partnerships, and do the right thing—always. 

As of June 30, 2025
$84B
Assets Under Management
3
Presences: Canada, United States, and Singapore
>280
Employees
87
Owners
98%
Client Retention*
*Annualized rate over the past 10 years as of December 31, 2024; Institutional clients only.

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.
2013
Singapore research presence established
2017
Emerging Markets Equity
2019
EAFE Large Cap
2020
Mawer Investment Management U.S. LLC established
2020
U.S. Mid Cap

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 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.
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