Mawson is a boutique investment management company founded in 2010, owned and managed by a small team of investment management professionals with over 60 years of combined experience in financial markets.
Mawson’s name is a reference to the great Australian explorer, Sir Douglas Mawson, who showed the leadership, courage and commitment to survive in the most difficult of situations; attributes that we believe typify what it takes for an investment manager to deliver exceptional long term performance.
Our Investment Philosophy
We have a market neutral philosophy to investment, as we believe that the preservation of investors capital is paramount. We believe that active portfolio management, dynamic asset allocation and disciplined risk management rank equally to prudent stock selection.
Our active approach to investment prevents us from acquiring stocks in companies we don’t like (as index funds do) in our portfolio, neither are we beholden to any particular industry or sector. This fexibility allows us to seek out companies with superior growth prospects. Due to our size and active management style we are nimble and can
react quickly to ever-changing market dynamics.
Our Investment Process
Mawson Investment Management applies a Macro Level overlay to its investment approach. We are driven to seek out and invest in under-valued companies that satisfy Mawson’s investment criteria. Whilst our scope to examine a company is unlimited, we begin with applying a thematic overlay to see if we then can observe its qualitative merits. If the company in question passes these first two phases we will then calculate its value. This valuation is then compared to a prospective investment’s current market value, and this is then ranked against other investments in our Investment Portfolio. Due to this disciplined approach to stock selection we often find few companies that satisfy our criteria for investment.
Once an investment has been approved, the next steps include asset allocation and risk management. Our Portfolio management and risk allocation principles include asset allocation, preservation of capital and portfolio monitoring and review.
Our decision to exit an investment can be, but is not limited to, a change in a fundamental aspect such as company earnings and fair value, or a better investment opportunity elsewhere.
Brendan Dickson
Founder and Chief Executive Officer
Brendan has worked as a Portfolio
Manager and Analyst alongside John
Larsen and has been a member of
the investment committee since
2008.
Between 2007 and 2008, Brendan
was portfolio manager with Alpine
Asset Management.
Prior to Alpine Brendan worked as
an adviser with Ord Minnett Limited
for four years. Before joining Ord
Minnett, Brendan was an adviser
with Challenger First Pacific, which
was the former private client division
of Credit Suisse.
During his tenure as an Investment
Adviser, Brendan specialised in
providing innovative strategies with
a focus on producing Alpha on client
portfolios. Brendan also gained
exposure to various market
participants in analysis, corporate
"nance, strategy, asset allocation,
investment management and sales,
developing industry contacts,
attending company presentations
and meeting management.
Prior to working as an investment
adviser in 2000, Brendan worked in
Foreign exchange with Macquarie
Bank and with Deutsche Bank
London’s options team.
Brendan has a Bachelor of
Commerce (Accounting & Finance)
from the University of Canberra
1994, and is also a Level 1 and 2 ASX
Accredited Derivatives adviser.
John Larsen
John has over 40 years experience in
financial markets including senior
management roles in funds
management and stockbroking.
Between 2006 and 2008, John was
part of the Investment Committee
responsible for investment for the
Huntley Investment Company Limited
(ASX code: HIC), a listed investment
company.
John was also Group Investment
Manager at ING (then Mercantile
Mutual Group) retaining
responsibility for the entire
Australian investments portfolio with
over $500m of funds under
management. During John’s tenure
ING was one of the largest fund
managers in the Australian market.
John’s Institutional Dealing
experiences includes working as the
Head of Equities for Deutsche Bank in
Australia, and as a Director of County
Natwest Securities (now part of
Citigroup) in charge of institutional
sales.
John is also a qualified Chartered
Accountant, and worked at KPMG
(then Hungerfords) prior to entering
finance.
Our Services
The Mawson Market Neutral Managed Portfolio Service is offered through Separately Managed Accounts and Managed Account Services for Sophisticated or Professional Investors per section 708 of the Corporations Act 2001(Cth.).
Our portfolios offer the following benefits to our clients:
- Complete transparency and accessibility of their investment.
- The benefits of direct equity ownership combined with the oversight of a professional investment manager.
Contact us via the form below to discuss your requirements.
ABN 67 146 948 290
Corporate Authorised Representative (436300) of Enrizen Pty Ltd
ABN 64 107 643 809
AFSL# 403905
Ph: +61 (0) 430 36 5972
Email: info@mawsonim.com.au
Level 28, 88 Phillip Street
Sydney, NSW, 2000
GPO Box 225, Sydney, NSW, 2001
