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 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
May 10, 2018
Betting Against Kraft, Campbell Bonds Pays Off as Amazon Lurks