You're signed outSign in or to get full access.
Ewing Morris & Co. Investment Partners LTD.
Ewing Morris & Co. Investment Partners Ltd. is an independent, employee-owned Canadian investment firm providing custom, holistic portfolio management focused on growing and protecting client wealth. The firm emphasizes a partnership approach, investing alongside clients, and serves over 500 families with nearly $1 billion in assets under advisement.
Investment Strategy
The firm’s investment philosophy is centered on understanding each client’s unique needs and goals. For its Partners Fund, the strategy targets capital preservation and aims for a net return of 10% per annum over time with lower volatility than broad-based North American equities. The portfolio is actively managed, with a focus on both equities and convertible debt instruments, and exhibits moderate turnover.
Latest 13F Filing Activity
Ewing Morris & Co. Investment Partners LTD. filed their most recent 13F report on Jun 30, 2025 disclosing 81 equity positions with a total 13F market value of $223M. The fund increased holdings in Compass Minerals Intl Inc., Evgo Inc., Howmet Aerospace Inc. among other positions. Ewing Morris & Co. Investment Partners LTD. reduced exposure to Gogo Inc., Latham Group Inc., Invesco QQQ TR among others.
Top Holdings
Equity Positions (81)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CMP | COMPASS MINERALS INTL INC | 10.08% | $22.5M | 1,280,648 | $16.51 | $20.09 | +$16.8M |
S SRI | STONERIDGE INC | 3.19% | $7.1M | 1,224,273 | $19.82 | $7.04 | +$640.2K |
S SWIM | LATHAM GROUP INC | 3.05% | $6.8M | 1,065,408 | $3.70 | $6.38 | -$3.1M |
G GSHD | GOOSEHEAD INS INC | 3.05% | $6.8M | 64,396 | $76.36 | $105.51 | -$2.4M |
D DRVN | DRIVEN BRANDS HLDGS INC | 3.01% | $6.7M | 382,167 | $15.97 | $17.56 | +$1.3M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more