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
May 31, 2019
Rational Thinking and Factfulness
February 26, 2019
Deliberate Practice: A Case Study
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