Ewing Morris Quarterly Letter Q2 2019

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Includes: CHHHF, PDS, STRDF
by: Fund Letters
Summary

Thus far in 2019, our portfolios have underperformed their benchmarks while delivering respectable results in absolute terms.

One area where we have rolled up our sleeves to unearth value is in our engagement investing.

We have also increased our investments in convertible preferred shares.

An emerging opportunity is high-quality industrial businesses.