Whether you’re seeking a comprehensive private wealth approach or a specialized strategy to enhance your existing portfolio, we deliver tailored options designed for you.
Welcome to
Ewing Morris
September 2011
50 relationships
$2 million AUM
October 2024
500+ relationships
~$900 million AUM
At Ewing Morris, our wealth management philosophy begins with understanding you—your goals, your risk tolerance, and your vision for the future. It’s why we take the time to get to know every person and family not just from a wealth management perspective, but from a human perspective.
The Ewing Morris Endowment Model offers a convenient, balanced portfolio of investments across a sufficiently broad spectrum of asset classes. This service leverages our in-house asset management and client-service capabilities to help investors manage investible assets to best achieve their long-term objectives.
We will invest in active management where we have identified demonstrable alpha-generation capabilities, net of fees. This can be in relation to in-house managed products or third-party managed products. Where this capability does not exist we will invest in low-cost beta-generation strategies.
Offensive Playbook: Investing in units of the Ewing Morris Opportunities Fund LP and the Ewing Morris Small Cap Fund LP which applies a private equity mindset to public company investing.
Defensive Playbook: Designed to preserve capital for investors through all market environments, particularly during periods of rising interest rates.
Neutral Zone Playbook: Accessed via the Broadview Dark Horse LP, a low net exposure North American long-short fund focused on small cap companies.
Ewing Morris applies a private equity mindset to small and mid-capitalization public company investing. The equity funds employ a long-term investment orientation and invest in concentrated portfolios focusing on inefficient areas of the public markets. The funds seek to preserve capital by avoiding companies that trade at expensive valuations, have significant leverage and/or operate in industries subject to rapid change.
Our co-investment vehicles are “private equity” like structures which enable us to enhance our fund investment in a single name where we seek to deploy an active engagement strategy. The stability of capital coupled with increased ownership bolster our ability to influence both management and boards. The purpose of active engagement is to unlock value through constructive dialogue with the company to deploy potential financial strategies and/or enhance governance practices that create value for all shareholders.
The objective of the Fund is to preserve capital for investors through a variety of market environments and achieve 5-7% stable net returns with lower price volatility compared to equity markets. The Fund is unique in its focus on the high yield bond market, utilization of low levels of leverage, and controlling risk though hedging individual bond holdings by shorting the equity of the same company.
Ewing Morris and Patoma Inc. have a joint venture to invest directly in niche, multi-family real-estate opportunities in greater New York City. We operate our respective businesses independently, while partnering to leverage strengths. Ewing Morris and Patoma both employ a non-conventional approach to investing in the areas of public equities, credit, and niche real estate.
John Ewing and Darcy Morris, 2011
We are committed to operational excellence by working with only the best.
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