The McEwen Investment Report
Providing Timely and effective guidance to the share market
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McEwen & Associates

Outstanding research and investment advice since 1998

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McEwen & Associates

Our unique 9 Key Criteria help us find great shares at bargain prices

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Trusted 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%

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%

New Zealand Watchlist
Year to date
Since 2001

6.4%

243.4%

NZX50 Capital Index
Year to date
Since 2001

-7.2%

169.1%

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
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.

Looking for something more serious?

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We have a proven track record in bringing our clients competitive returns for the world's equity markets.
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Trading Strategies

01

US Growth

02

Silver & Gold

03

Australasian Opportunities

04

Australasian High Yield

05

Blockchain *New

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