Ewing Morris & Co. is an independent
Canadian boutique investment firm
Our aim is to achieve preservation and growth of capital for our limited partners by focusing on inefficient markets. We do this by relying on fundamental analysis, high conviction and the use of flexible capital. We manage equity and credit strategies with a focus on North American small-capitalization companies and high yield bonds. We manage investments for individuals as well as charitable organizations, institutions and corporations.
Ewing Morris & Co. Investment Partners Ltd. is a value driven Canadian boutique investment firm established in September 2011 by John Ewing and Darcy Morris.
Our vision is to create an investment firm
of which we would want to be clients.
What does that mean to us?
Strive to protect and build wealth for our limited partners
Employ an understandable investment strategy based on sound principles
Manage a focused portfolio of businesses purchased at attractive prices
Build meaningful relationships with our limited partners
Are committed to operational excellence
Have meaningful personal investments on the same terms as limited partners
Three advantages provide an edge
in achieving above-average returns
We believe that size is the enemy of superior investment returns. Larger funds often struggle to buy or sell stocks without changing the price and frequently ignore smaller companies entirely. A smaller fund, such as the Ewing Morris & Co. Opportunities Fund LP, does not share these disadvantages.
Firms that are focused on asset gathering offer a fund for every taste. Because we are focused on investment results, we concentrate on smaller North American companies while maintaining the flexibility to seek opportunity wherever we find it.
We believe that great investment ideas are scarce and we have no interest in watering the wine with our one hundredth best idea.
Our interests are aligned with around 20%
insider ownership of partnership assets
Ewing Morris & Co. started our initial Limited Partnership with $3.3 million in net assets from family and friends. Today, assets have grown to over $280 million and we continue to be a family-oriented company with a deep responsibility as stewards of investors’ capital.
Our goal is to protect capital and deliver above-average investment results over time while delivering first-rate client service. The firm’s employee-owned structure and capital commitment to our investment partnerships ensure that our interests are aligned with our clients. This approach has led to a high level of client satisfaction with over 95% client retention rate among our limited partners since inception.
Types of investors who are eligible
to invest in our Funds
What investors can expect from
Ewing Morris & Co.