Mawer Investment Management Ltd.

Founded in 1974, Mawer Investment Management Ltd. (pronounced "more") is a privately owned, independent investment firm, managing approximately $67.8 billion in assets for institutional and individual investors across all major investment strategies. We employ over 250 people in Canada, the U.S., and Singapore. For over 50 years, we have provided investment management for our clients using our “boring” investment approach. This approach has helped our clients safely and profitably navigate the investing landscape over many economic cycles. Our mission is to be our clients’ most trusted investment manager by delivering long-term investment excellence, building strong client partnerships, and making a commitment to do the right thing—always.

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Leveraged ETFs buy high and sell low. Here's the math

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DRAM: cyclical, commodity, and still wealth-creating

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Memory, Part 3: Cyclicality, Leveraged EFTs, and Pricing Uncertainty | EP 225

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Cheaper tokens get spent, not pocketed #tech #memory

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What if LLMs are not the path to AGI? #llm #techtalk

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Trillion-dollar capex, back-loaded into the 2030s #technews #memory

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Memory, Part 2: The Risks from China, Technological Change, and Overcapacity | EP 224

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One AI GPU Eats the Memory of 32 iPhones #technews #memory

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Why Your Next iPhone Will Cost More #memory #techexplained

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DRAM vs NAND Explained Like Human Memory #techexplained

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Where Emerging Markets Meet the Future

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A Smarter Way to Invest in Emerging Markets

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An Expanding Emerging Markets Opportunity Set

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How Emerging Markets Evolved from Resources to Innovation

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Memory, Part 1: From Boom-Bust Commodity to AI Bottleneck | EP 223

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It has nothing to do with birds #podcast #construction

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Who actually benefits when Canada builds? #podcast #investing

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A press release is not a project #podcast #canada

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What Is the Build Canada Theme? Watch Now! #podcast #canada

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Investing in the Build Canada Theme | EP 222

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Why it’s the cyclicality of earnings that matters #artofboring #podcast

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Concentration vs diversification in an AI-led market #artofboring #podcast

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A technical recession that doesn’t look like one. #artofboring #podcast

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Geopolitical Shocks & Market Rallies | What Q2 Means for Investors #podcast #investing

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Quarterly Update | Q2 2026 | EP 221

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Humility after a good trade "Maybe. We'll see." #investing #artofboring #podcast

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How much AI is too much in one portfolio #podcast #investing

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Tie Yourself to the Mast | Investing Without Getting Seduced by the AI Trade #podcast

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Risk Isn’t the Enemy—Unpaid Risk Is #ArtofBoring #podcast

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Maintaining Valuation Discipline #podcast #investing

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