A Strategic Approach to Asset Allocation
Ewing Morris Wealth Model James Telfser discusses the Ewing Morris Wealth process, and how it can be applied through real life examples.
The Ewing Morris Journey
Our Story One of the key highlights from our recent Investor Day was the remarkable journey of Ewing Morris. As we enter our 14th year of operation, we take immense pride in the growth and achievements we’ve accomplished together. See how we got here.
The Historic Opportunity in Small Caps
Ewing Morris Insights John Ewing provides valuable insight on how he finds opportunity in this forgotten asset class.
The Ewing Morris Way
Introducing the Ewing Morris Endowment Model 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 […]
Bandwidth: A Bond’s Rout and Revival
A Case Study By Randy Steuart Randy Steuart asks the question – “Are people truly capable of changing?” – through a fascinating deep dive that captures the unique, human story behind our investment in Bandwidth Inc’s convertible bonds. This video is not intended for public use or distribution. There can be no guarantee that any […]
John Ewing Discusses Opportunities in the Public Real Estate Market
Lessons of a Dishwasher: Insights from Our 18-Year-Old Intern
Foreword by Darcy Morris: Great client service often comes down to the fundamentals—efficiency, attention to detail, empathy, and a willingness to embrace hard work. These lessons aren’t exclusive to boardrooms or client meetings; sometimes, they come from unexpected places. In this blog post, James Shimizu, our 18-year-old intern, shares the wisdom he gained from his […]
Darcy Morris Interview (Capital Employed)
Interview #99: with Darcy Morris Hi Darcy, thanks so much for taking the time out to do this interview. Can you please tell readers about your background, and how you got involved in investing? I grew up in a household where hard work and frugality were core values. My father was a lawyer, and my […]
