Diversity of Thought Works for Mawer Global Equity

Mawer has investment professionals from 10 countries who speak 13 languages, which helps the team look at risk management from multiple points of view.

Abdulai Mohamed, CFA 27 January, 2023 | 2:08AM
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Abdulai Mohamed: Last year's stock and bond market rout is a reminder of the importance of risk control. Investors who want a global equity fund that prioritizes risk management and diversification could consider the Mawer Global Equity Fund (MAW120). Its parent, Mawer Investment Management, has a strong values-driven culture, including its commitment to doing the right thing for clients, employees, and the community. The firm values diversity of thought, which is reflected in its team, which has investment professionals from 10 countries who speak 13 languages and have between them 23 educational backgrounds. This diversity helps the team look at risk management from multiple points of view and helps them build resilient portfolios.

The Calgary-based Mawer Global Equity fund has a seasoned management team and well-defined investment process that have helped to beat its benchmark and category average over the long term. It has a diversified portfolio spanning a variety of sectors and countries and limits single security and sector weights to further mitigate risk. These strategies have helped the fund consistently provide strong downside protection while still outperforming its benchmark and category average during rising markets. The fund's track record, which span multiple market cycles and economic downturns, showcases its resilience and ability to deliver solid returns. Since its October 2009 inception through November 2022, the A share class's 11.9 annualized return beat the Morningstar Global Growth Index and Morningstar Global Equity category by 0.9 and 3.7 percentage points, respectively. Long-term investors seeking a fund that emphasizes risk management and diversification could consider the Mawer Global Equity.

For Morningstar, I'm Abdulai Mohamed.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar Rating
Mawer Global Equity A45.96 CAD-0.76Rating

About Author

Abdulai Mohamed, CFA  is a Manager Research Analyst for Morningstar.  

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