Cougar Global’s proprietary portfolio optimizer seeks the highest expected return constrained to the specific level of downside risk consistent with the mandate.

 

Investment Objective Mandate Constraint
Conservation of Capital Global Tactical Strategy — Conservative (MAR 6) 5% or less probability
of negative returns
Conservative Growth Global Tactical Strategy — Conservative Growth (MAR 8) 10% or less probability
of negative returns
Moderate Growth Global Tactical Strategy — Moderate Growth (MAR 10) 15% or less probability
of negative returns
Growth Global Tactical Strategy — Growth (MAR 12) 20% or less probability
of negative returns