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
November 17, 2020
Fixed Income: To Serve and Protect
May 6, 2020
Got Junk?
January 7, 2020
The increasing need for talent
December 11, 2019
Housing for health
October 4, 2019
How PetSmart swallowed Chewy
August 28, 2019
How do we build for tomorrow, today?
August 22, 2019
Driven by Passion
August 13, 2019
Opinion piece: Shareholder Activism