Investment Management
The goal of investing, Cougar Global believes, is to achieve compound annualized returns that meet the client’s investment objective. In order to achieve this objective, Cougar Global’s investment philosophy is to participate in bull markets but avoid bear markets. Cougar Global is an active asset allocator, and in the past has been 97% equities or 100% fixed income and money market. The goal is to generate higher compound annualized returns by avoiding down markets whenever possible and by participating in up markets.
Each month begins a forward-looking New Year for Cougar Global. Every month, we develop our Global Capital Market Outlook using a one-year investment horizon. Cougar Global performs ongoing research regarding the behaviour of over a dozen global asset classes in order to determine how they will behave under various macroeconomic scenarios. Cougar Global actively manages each client’s global asset mix in anticipation of changing market conditions.
Cougar Global employs its asset allocation expertise using Exchange Traded Funds (ETFs) that precisely track the index returns for each global asset class. ETFs result in lower fees, lower trading costs, and increased tax efficiency.
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Downside Risk Management |
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Asset Allocation |
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The Theory of Rational Beliefs |
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Global Capital Market Outlook and Model |
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Investment Platform |