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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Themes | Quick Take |
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Buyside Digest is not affiliated with, and does not endorse, Mawer Investment Management. This analysis is provided for institutional research purposes only and is not investment advice.
"Mawer's quality approach underperformed momentum-driven markets in Q1 2026 as Middle East conflict boosted energy while AI fears pressured technology broadly."
Mawer's quality approach underperformed momentum-driven markets in Q1 2026 as Middle East conflict boosted energy while AI fears pressured technology broadly. Manager positioned for geopolitical risk through energy and defense exposure while distinguishing genuinely disrupted businesses from those with durable competitive moats. Broader diversification and agility emphasized given less reliable global assumptions.
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