Our Thoughts on Investing in a Rising Interest Rate Environment

Sanguine in a Rising Interest Rate Climate? The business news headlines, along with a growing chorus of our clients are alive to the fact there are meaningful investment challenges in fixed income, particularly in a rising rate environment. Interest rates …Read More »

Betting Against Kraft, Campbell Bonds Pays Off as Amazon Lurks

Betting Against Kraft, Campbell Bonds Pays Off as Amazon Lurks May 10th, 2018, 09:00 AM By Maciej Onoszko (Bloomberg) — Kraft Heinz Foods Co., Campbell Soup Co. and General Mills Inc. bondholders are caught between a rock and hard place. …Read More »

Quality isn’t what it seems when it comes to bonds

In the traditional corporate bond world, year to date returns have been ugly. Sure, it’s been a difficult ride in fixed income since rates started to rise in 2016, but it is important to pay attention to the encouraging fact …Read More »

Ewing Morris Perspectives: A New Take on Fixed Income

Randy Steuart joined the Ewing Morris team in late 2015 to launch the Flexible Fixed Income Fund. The Flexible Fixed Income Fund invests in debt, focuses on downside protection and is designed for investors who want to avoid the volatility …Read More »

Today’s billion-dollar mistake in Canadian fixed income

People invest in bonds because they don’t want to lose money. But the problem is that many investors are not paying attention to the after-tax returns of their bond investments. Today, there are negative expected after-tax returns on billions of …Read More »

Ubiquiti Networks, A Case Study in Business Model Disruption

Ewing Morris & Co. was featured in this month’s Capitalize for Kids’ Monthly Manager Insight and makes the case for Ubiquiti Networks being a business model disruptor in the networking technology space. Capitalize for Kids – Ubiquiti Networks Case Study

Avie Bennett – Advisory Board Member

It is with great sadness that we note the passing of Avie Bennett on June 2, 2017. He was an esteemed Advisory Board member of Ewing Morris & Co. Investment Partners. We are extremely proud of our long association with …Read More »

Darcy Morris Speaks at Context NYC 2017

Darcy Morris shares his insight into policy changes proposed by the new U.S. administration. Darcy Morris of Ewing Morris gives perspective on policy changes proposed by new administration

Investor Day Transcript 2016

We thought you might be interested in the transcript from our 5th Annual Investor Meeting held on October 19th at the Toronto Reference Library. 5th Annual Investor Meeting transcript Please find an overview of the contents below. State of the Union …Read More »

Smaller Is Better as Canadian Hedge Funds Outperform Global Rivals

Bloomberg News | By Allison McNeely and Maciej Onoszko Minuscule though they may be, Canadian hedge funds are dwarfing the returns of their bulky global peers. Canadian hedge funds, with about C$35 billion ($26 billion) under management, returned almost nine times …Read More »