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
August 22, 2019
Driven by Passion
August 13, 2019
Opinion piece: Shareholder Activism
August 7, 2019
Fake Influencers of Real News
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