Mawer Investment Management Ltd. 

Headquartered in Calgary, Alberta, Mawer has been managing portfolios for individual and institutional investors for more than three decades. Mawer is an independent, privately owned company and because investment management is their only business, they are able to focus on their primary objective: to preserve and create wealth for their clients.

The Firm employs a disciplined, research-driven process and long-term view in the management of portfolios. Value-added returns are achieved through prudent security selection and portfolio mix based on fundamental analysis of securities.

The investment management team offers investment expertise across all asset classes. Strong relative returns are achieved through a team process which blends the unique expertise and style of all investment specialists. Portfolios are managed according to the unique investment objectives and risk tolerances of their clients.

Portfolio Managers and Investment Professionals

 
 

Paul Moroz

Director & Portfolio Manager

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Paul Moroz is a Portfolio Manager at Mawer Investment Management, which he joined in 2004. He is the asset class manager of the Mawer Global Small Cap Fund and the Manulife Global Small Cap Fund and the comanager of the Mawer Global Equity Fund and the Manulife Global Equity Class. Mr. Moroz is a member of Mawer's equity research team and is involved in the investment process across Canadian, U.S. and International equities. In November 2013, he won the prestigious Morningstar Global Foreign Equity Fund Manager of the Year award at the 19th annual Canadian Investment Awards*.

Prior to joining Mawer, Mr. Moroz held positions with Alberta Investment Management and Merrill Lynch Canada Inc. Mr. Moroz received his Bachelor of Commerce degree from the Haskayne School of Business at the University of Calgary. He is a Chartered Financial Analyst charterholder and a member of the CFA Institute and the Calgary CFA Society.

 
 
 
 

Related Media

Portfolio Manager Soundbyte – Paul Moroz
Paul discusses how the Manulife Global Equity Class has been positioned and provides examples of companies poised to do well in rising interest rate environment and another that may protect better in a down market. September 2017

 
 
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