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Mawer Investment Management 2Q 2020 Summary

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Includes: ADBE, ADYEY, ADYYF, AMZN, AON, BAX, DBORY, GRP.U, HSY, HSYFB, JNJ, JPXGY, KAR, KXSCF, LBLCF, MMC, MSFT, RBA, RCI, RHHBF, RHHBY, SHOP, SPGI, SVNDF, SVNDY, TMXXF, V, VRSN, VZ
by: Fund Letters
Fund Letters
Fund Holdings
Summary

Mawer Investment Management is a privately owned, independent investment firm, managing over $67B in assets for individual and institutional investors across all major asset classes.

The broad majority of securities we held delivered positive returns in Q2, our relative performance lagged our benchmarks across most of our equity funds.

Contrast two new companies introduced to our Canadian Equity Fund: Ritchie Bros, the leading global auctioneer of used heavy industrial equipment, versus Kinaxis, a cloud-based provider of supply chain management software.

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