About us

The McEwen group of companies offer investment advice and private client portfolio management services, specialising in New Zealand, Australian and USA equity markets.

We pride ourselves on our unique investment selection and decision-making techniques. To date, our strategies have enabled our clients to achieve returns that have substantially outperformed equivalent investment markets.

The company’s founder and head portfolio manager is David McEwen, a highly experienced investment manager and commentator.

He has over 25 years’ experience in the financial services industry, predominantly in financial writing, securities analysis and portfolio management. His career started as a business writer and has included positions with the Financial Times newspaper in London, Reuters News Service in Africa and The National Business Review in New Zealand, where he served as Business Editor for several years.

In 1996 David qualified as an Investment Analyst and left to establish his own business in 1997, specialising in equities research and advice. This business evolved to become Investment Research Group, which he sold in 2007.

As Chief Investment Officer with IRG and simultaneously a consultant with KiwiSaver funds manager firm Huljich Wealth Management, he contributed to the administration of over $1 billion in investment funds under advice or management.

In 2010 he established his own business to offer investment advice through his McEwen Investment Report weekly newsletter and private client portfolio management services through McEwen Wealth Management.

Newsletter

McEwen Investment Report was established in 1998 to meet the needs of a special group of people - those with the confidence, the intelligence and above all, the knowledge to manage their own portfolios. Today, it is known as ‘the active investor's advantage’.

Its concise weekly format keeps clients up to date with the ever-changing sharemarket while striving to make market-beating recommendations based on David's 9 Key Criteria of Company Excellence and a unique combination of investment strategies. David's strategy is to recommend high quality stocks when they are significantly undervalued by the market, minimising risk while aiming to maximise returns.

Content

In each weekly report you receive:

• detailed analysis on selected stocks (with firm recommendations and reasoning)
• effective new investment strategies based on the 9 Proven Steps to Sharemarket Success
• Lessons on how to identify new investment opportunities
• Major Stock Exchange announcements put in context of the company's wider performance and prospects
• insights into global trends and powerful forces that affect world markets
• independent opinions made without fear or favour

Results

David's Watch List of companies that meet the highest number of his criteria have a record of outperforming the markets significantly. Results have been published weekly since it was started in 2001. For latest results click here.

About the Little Blue Villa

At McEwen we are proud to blaze our own trail in the investment markets. We do things differently than other advisors and we are proud of it! One point of difference is that we hate being in the fancy glass towers that you find in the central city. Instead, we prefer a cozy, comfortable house in the suburbs where we can make friends with our clients. Our global headquarters is this modest century-old blue wooden villa in Auckland, New Zealand.