Our aim is to achieve preservation and growth of capital for our Limited Partners by focusing on inefficient markets. We do this by relying on fundamental analysis, high conviction and the use of flexible capital. We manage equity and credit strategies with a focus on North American small-capitalization companies and high yield bonds. In addition, we offer our clients exposure to niche asset classes such as real estate and special situation investments.
Strive to protect and build wealth for our Limited Partners
Manage a focused portfolio of businesses purchased at attractive prices
Committed to operational excellence
Employ an understandable investment strategy based on sound principles
Build meaningful relationships with our Limited Partners
Think differently to generate better outcomes
Who We Serve
Ewing Morris & Co. started our initial Limited Partnership with investments from family and friends. Today, our business has grown to serve over 400 unique relationships across Canada. We manage investments for individual accredited investors as well as charitable organizations, institutions and corporations, and continue to be a family-oriented company with a deep responsibility as stewards of our investors’ capital.
Returns and Expectations
Our goal is to protect capital and deliver above-average investment results over time while delivering first-rate client service. The firm’s employee-owned structure and capital commitment to our investment partnerships ensure that our interests are aligned with our clients’. This approach has led to a high level of client satisfaction and retention among our limited partners since inception.