Mawer Launches New Fund

The Mawer U.S. Mid-Cap Equity Fund will be headed by Jeff Mo.

Diana Cawfield 27 September, 2021 | 5:01AM
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Earlier today, Mawer launched a new fund – the Mawer U.S. Mid-Cap Equity Fund. The fund will be headed by Jeff Mo, who also leads the bronze-rated Mawer New Canada A Fund.

According to Mo, a lot of the focus in U.S. equity investing is in large caps, especially in the technology sector, but the lower U.S. threshold of $1-$60-billion market cap, “seemed to be the sweet spot.”

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar Rating
Charles River Laboratories International Inc403.54 USD-0.57Rating
Elastic NV171.87 USD-0.82
FTI Consulting Inc143.67 USD0.77

About Author

Diana Cawfield

Diana Cawfield  Diana Cawfield is an award-winning writer who has been a regular Morningstar contributor since 2000. Her numerous publication credits include the Toronto StarAdvisor's Edge and Chatelaine, as well as the Canadian Securities Institute's online educational services.

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