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.
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 |