" We are focused on building your wealth through World Class Investing Together "

Bruce Murray

Professional Investment Management Services

Global Equity Growth

Income Growth Fund

Separately Managed Accounts


MWG Talks: Quarterly Update

In this quarter’s Virtual Presentation, our Portfolio Managers Bruce Murray (CEO), Michael Hakes and Jamie Murray take us through an inside look at MWG investment strategy through some of our core stocks in the Funds. Our Portfolio Management Team has over 80 years of experience, which span every major cycle since the mid-1970s.


Market Research

MWG Focus Stocks: Technology

The technology sector had a difficult 2022 as share prices fell due to slowing revenue growth, higher interest rates and declining margins. This is exemplified on a sector basis by the 30% decline in the iShares US Technology ETF, which includes Alphabet, Amazon, Apple, Microsoft and other “FAANGM” stocks among its top 10 holdings. What […]


Portfolio Updates

February Portfolio Update 2023

Thoughts on the Market: February Edition Market churn continued again in February with the market giving back about half of January’s gains. The price action in the world of equities over the past year can be seen in the following chart of monthly returns for the S&P500 Index.


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