Ewing Morris & Co. Investment Partners Ltd.

Overview

Established in 2011, Ewing Morris & Co. Investment Partners Ltd. is an independent Canadian boutique investment firm that specializes in value-driven equity and credit strategies, focusing on North American small and mid-cap companies. The firm is employee-owned, with partners investing alongside clients, accounting for approximately 20% of the firm's invested capital. Ewing Morris & Co. manages investments for individuals, charitable organizations, institutions, and corporations. The firm's investment approach applies a private equity mindset to public company investing, employing a long-term orientation and investing in a concentrated portfolio targeting inefficient areas of the public markets. Ewing Morris & Co. seeks to preserve capital by avoiding companies with expensive valuations, significant leverage, or operating in industries subject to rapid change. The firm targets a 10-15% internal rate of return over time and focuses on companies with the ability to grow earnings per share by 10-15% annually over the long term. Ewing Morris & Co. offers a range of investment strategies, including the Ewing Morris Small Cap Fund LP, which invests globally with a bias towards North America, and the Ewing Morris Flexible Fixed Income Fund LP, which aims to preserve capital through various market environments and achieve stable net returns with lower price volatility compared to equity markets. The firm's guiding principles emphasize humanity, humility, hard work, excellence, and trust, striving to create an investment firm that clients would want to invest with.

Investment Focus

• Accredited Investors

Portfolio Companies