We have created an investment firm
of which we would want to be clients

— John Ewing & Darcy Morris

Small Cap Strategy
Flexible Fixed Income Fund

Download our investor letters
and investor day transcript

Quarterly Letter PDF

Annual Letter PDF

Investor Day PDF


Betting Against Kraft, Campbell Bonds Pays Off as Amazon Lurks

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

Ewing Morris Perspectives: A New Take on Fixed Income

Today’s billion-dollar mistake in Canadian fixed income

Ubiquiti Networks, A Case Study in Business Model Disruption

Avie Bennett – Advisory Board Member

Darcy Morris Speaks at Context NYC 2017

Investor Day Transcript 2016