The McEwen Investment Report
Providing Timely and effective guidance to the share market
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McEwen & Associates
Our unique 9 Key Criteria help us find great shares at bargain prices
See Previous IssuesTrusted for over 25 years
CEO
New Zealand
"I invested into the McEwen US Growth Strategy8 months ago with my account being fully managed by the McEwen team. I am delighted to be up 35% in the 8 months to date, and even more delighted that I have not had to do any work to earn this return." *
Professional yachtsman
Switzerland
"McEwen have looked after some of my investments for over 10 years and I have been more than happy with the returns I have received."
Retired doctor
Akaroa
"My McEwen Silver & Gold strategy has produced a return over 48% in the past 12 months, which is remarkable given the volatility in world markets." *
* Historical returns are not an indicator of future returns
A history of performance
We maintain Watch Lists of companies that meet a significant majority of our 9 Key Criteria of Corporate Excellence. Such companies have an above-average chance in our view of outperforming their markets over time. Results exclude dividends.
UK Watchlist
Year to date
Since 2016
5.4%
44.2%
FTSE 100 Capital Index
Year to date
Since 2016
8.0%
12.0%
USA Watchlist
Year to date
Since 2012
6.0%
166.9%
DJIA Capital Index
Year to date
Since 2012
14.1%
163.2%
New Zealand Watchlist
Year to date
Since 2001
6.4%
243.4%
NZX50 Capital Index
Year to date
Since 2001
-7.2%
169.1%
Australian Watchlist
Year to date
Since 2001
15.8%
253.1%
ASX All Ords Capital Index
Year to date
Since 2001
7.3%
127.5%
25
years of continuous publication of the McEwen Investment Report
40
years of professional experience
100
percent outperformance of some markets
David
McEwen
McEwen & Associates Founder
Head Researching Analyst
Head Researching Analyst
A former journalist with The Financial Times, Reuters News Service and National Business Review who turned his attention to the investment markets, qualifying as a Securities Analyst in 1996.
Using a journalist’s ability to reduce complicated matters to their core principles, he identified a number of weaknesses in the traditional share market analysis process that led him to develop his 9 Key Criteria; essential numbers and ratios that identify any company’s financial strength and the reliability of its earnings.
Using a journalist’s ability to reduce complicated matters to their core principles, he identified a number of weaknesses in the traditional share market analysis process that led him to develop his 9 Key Criteria; essential numbers and ratios that identify any company’s financial strength and the reliability of its earnings.
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Trading Strategies
01
US Growth
02
Silver & Gold
03
Australasian Opportunities
04
Australasian High Yield
05