Access to this platform is for Accredited Investors only, defined as:
By accessing this site, you signify your agreement with and understanding of the following terms of use and legal information pertaining to both this website and any information contained in it (the “Terms”). If you access and use the website, you accept and agree to be bound by and comply with the Terms. Ewing Morris & Co. Investment Partners Ltd. (“Ewing Morris”) reserves the right to change the terms, conditions, and notices under which this site is offered.
This platform is strictly private and confidential and is restricted to authenticated users only and is not intended for public use or distribution. Each authenticated user is granted individual access rights, and sharing of login credentials is strictly prohibited. The platform and its contents are for the sole use of the authenticated individual user. The downloading, sharing, distribution, or reproduction of any content from this platform is strictly prohibited.
This platform and the information contained herein does not constitute an offer to sell units of any Ewing Morris Fund, collectively, "Ewing Morris Funds". Units of Ewing Morris Funds are only available to investors who meet investor suitability and sophistication requirements.
The Ewing Morris Funds have flexible investment mandates. We have listed the iShares U.S. High Yield Bond Index ETF (CAD-Hedged) and iShares Canadian Corporate Bond Index ETF as benchmarks for the Strategy because they are low-cost, index tracking funds; representative of an individual's opportunity cost in fixed income and are widely known and followed fixed income benchmarks. We may also use the S&P 500 Total Return Index and the Russell 2000 Total Return index as equity benchmarks for comparative purposes. Benchmark source: Bloomberg.
These benchmark indices are provided for information only. Comparisons to benchmarks and indices have limitations. Investing in fixed income securities is the primary strategy for the Fund, but the Fund does not invest in all, or necessarily any, of the securities that compose the indices or the market indices. As a result, no market indices are directly comparable to the results of the Fund. The Fund's portfolio may contain, among other things, options, short positions and other securities, highly concentrated levels of securities and may employ leverage not found in these indices.
Returns are unaudited. Where performance period is longer than 12 months, the return is annualized. While information prepared in this space is believed to be accurate, Ewing Morris & Co. Investment Partners Ltd. makes no warranty as to the completeness or accuracy nor can it accept responsibility for errors. Information provided is for informational purposes only and should not be construed as personal investment advice. There can be no guarantee that any projection, forecast or opinion will be realized, and users of these materials are advised to conduct their own analysis prior to making any investment decision. Past performance does not guarantee future results.
Other than when required to be shared by law, all information submitted to the website is kept strictly confidential. The provision of personal information is voluntary: any personal information provided by users who register on the site is submitted at the user’s discretion. We collect personal information so we may provide registered users with the relevant information we have to offer. Information provided by the user will not be forwarded, traded or sold to outside organizations. Users may request to be removed from our email list and any other electronic distribution list, at any time.
Ewing Morris assumes neither responsibility nor control over the content, security, accessibility or accuracy of sites to which we may provide links. When leaving our site, please check the privacy policy and security certificates for the site you are visiting before sharing information.
To ensure the security of personal information submitted by our users, any information collected is stored in a secure area. We have put into effect appropriate procedures to safeguard and secure the information we collect. If you have further questions about our privacy policy, information you have submitted or the use of information collected, please contact us.
The information in this site is intended for Canadian residents only. Ewing Morris’s products are not being offered in the United States and may not be purchased by any United States entity, either directly or indirectly. Units of the Ewing Morris funds will not be sold to any person residing outside Canada unless such sales are permitted under the laws of their jurisdiction. Investors should contact their financial advisors for more information.
The information provided on this website is for general informational purposes only. Any commentaries and information contained on this website should not be considered personal investment advice, and is not intended to provide legal, accounting, investment or tax advice.
This website, and any information contained in it, is not, and under no circumstances is to be construed as, an invitation to make an investment in any Ewing Morris funds, nor does it constitute a public offering, solicitation or an offer to sell the Ewing Morris funds or buy or sell any other securities. The offering of units of the Ewing Morris funds is made pursuant to their respective offering memorandum only to those investors in jurisdictions of Canada who meet certain eligibility requirements. Important information about the Ewing Morris funds is contained in their respective offering memorandum, a copy of which may be obtained from your dealer. Read the applicable offering memorandum carefully before investing.
This website may contain the opinions, views or recommendations of individuals or organizations. These opinions, views and recommendations are provided for your general interest, and are not endorsed by Ewing Morris. Every effort has been made to ensure that the material contained on this website is accurate at the time of publication. However, Ewing Morris cannot guarantee its accuracy or completeness and accepts no responsibility for any loss arising from any use of or reliance on the information contained herein. Facts and data provided by Ewing Morris and other sources are believed to be reliable when posted. Ewing Morris cannot guarantee that they are accurate or complete or that they will be current at all times. Any information, including performance data available through any third party provider is not guaranteed to be current, accurate or complete and is subject to change without notice. Performance data represents past performance and is not indicative of future performance.
To the greatest extent permitted under applicable law, in no event shall Ewing Morris, its affiliates or any of their respective directors, officers, employees, agents, or content or service providers, be liable for any indirect, special, incidental, consequential, exemplary or punitive damages, or any loss of revenue or anticipated profits, or lost business, data or sales, or cost of substitute services, arising from or directly or indirectly related to the use of, or the inability to use, the website or the content, materials and functions related thereto, even if Ewing Morris or its representative has been advised of the possibility of such damages.
Ewing Morris may modify the website and/or the Terms from time to time without notice to you. These Terms supersede all previous notices or statements regarding our terms and conditions of use with respect to this website.