Long-term investor

Mawer Investment Management Ltd. @mawerinvestmentmanagemen

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001538449).

Record

  • Tracked since 2025-06-30 (434 days), 127 trades recorded
  • Returns: week n/a · month n/a · 90 days +4.4% · 6 months -1.2% · 1 year +1.5% · all +1.5%
  • Max drawdown -6.3% · Sharpe -0.42 · win rate 20% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • GOOG · 6.4% · long · since 2025-06-30
  • AMZN · 4.9% · long · since 2025-06-30
  • MSFT · 4.3% · long · since 2025-06-30
  • SHEL · 4.2% · long · since 2025-06-30
  • NVDA · 4.2% · long · since 2025-06-30
  • V · 4.0% · long · since 2025-06-30
  • WAT · 3.1% · long · since 2025-06-30
  • COR · 2.9% · long · since 2025-06-30
  • APH · 2.8% · long · since 2025-06-30
  • AON · 2.6% · long · since 2025-06-30
  • N00985106 · 2.4% · long · since 2025-06-30
  • WFC · 2.4% · long · since 2025-09-30

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