We have created an investment firm of which we would want to be clients
— John Ewing & Darcy Morris
Download our investor letters and investor day transcript
Quarterly Letter PDF
Annual Letter PDF
Investor Day PDF
Press
February 7, 2019
Roy Thomson- Canada’s First Great Capital Allocator
January 29, 2019
Thoughts on Diversification
Incentives in Investment Management
Thoughts on the Concept of Investment Risk
Un-businesslike Approach to Investing
January 25, 2019
Studying Industry Change
May 10, 2018
Betting Against Kraft, Campbell Bonds Pays Off as Amazon Lurks
March 12, 2018
Quality isn’t what it seems when it comes to bonds