Mawson Investment Management Pty Ltd

Contact Information
33 York St, Sydney, NSW 2000, Australia
Detailed Information

Mawson Investment Management Pty Ltd is a boutique investment management company founded in 2010 by a small team of experienced professionals with over 60 years of combined expertise in financial markets. The company’s name pays homage to the renowned Australian explorer, Sir Douglas Mawson, symbolizing the leadership, courage, and commitment required to excel in challenging situations. Mawson’s market neutral philosophy prioritizes the preservation of investors’ capital through active portfolio management, dynamic asset allocation, and disciplined risk management, enabling them to identify companies with superior growth prospects.

With a Macro Level overlay to its investment approach, Mawson Investment Management focuses on seeking out undervalued companies that align with its investment criteria. The company’s rigorous stock selection process involves thematic analysis, qualitative assessment, and valuation comparisons within its investment portfolio. This disciplined approach results in a selective investment strategy, emphasizing asset allocation, capital preservation, and ongoing portfolio monitoring and review. Mawson’s flexibility and nimbleness allow them to adapt swiftly to evolving market dynamics and capitalize on emerging opportunities.

Offering the Mawson Market Neutral Managed Portfolio Service through Separately Managed Accounts and Managed Account Services, Mawson Investment Management caters to Sophisticated or Professional Investors under the Corporations Act 2001(Cth.). Their portfolios provide clients with the benefits of a tailored investment approach guided by a team with extensive industry experience and a commitment to delivering exceptional long-term performance. By combining expertise, active management, and a focus on value, Mawson Investment Management stands out as a trusted partner for investors seeking a strategic and personalized approach to wealth management.