David Ragan, CFA, serves as director and portfolio manager at Mawer since 2004, co-managing global equity, international equity, and EAFE large cap strategies, with board membership since 2007. Peter Lampert, CFA, joined Mawer in 2008 and manages international equity and emerging markets strategies, having established Asian research capabilities during his Singapore tenure from 2013-2015. Both portfolio managers hold CFA designations with extensive fundamental research experience, combining decades of international equity expertise to construct concentrated portfolios across developed markets outside North America.

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The fund employs a highly disciplined, research-driven, bottom-up process focused on identifying companies with sustainable competitive advantages trading at discounts to intrinsic value, regardless of industry or economic conditions. As bottom-up, benchmark agnostic, fundamental investors, the team seeks companies with enduring competitive advantages, prudent balance sheets, and the ability to generate sustainable cash flows across full market cycles. The strategy maintains low turnover with long-term holding periods to allow for investor recognition and corporate growth, targeting wealth-creating companies with strong management teams positioned for long-term value creation in international markets outside North America.

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