Our Firm

 

Our History

Founded in 1993, Cougar Global Investments is a macro-driven, global tactical asset allocation strategist. We practice a strict discipline of downside risk management, striving to participate in bull markets while avoiding, if possible, the downside in bear markets. Cougar Global Investments believes the goal of investing is to generate compound growth that seeks to achieve clients’ investment objectives. No matter which portfolio investors choose, they can be confident it is managed with the same guiding principles that we have followed since our beginning: a focus on capital preservation and downside risk tailored to the long-term investor’s needs and goals.

Cougar Global Investments believes the key to achieving attractive long-term compound returns is to avoid large intermittent losses. We apply a dynamic top-down global macro-oriented asset allocation process that has a strong focus on downside risk management. As tactical managers, our research team conducts ongoing macroeconomic and asset class analysis, reviewing the asset mix for each mandate monthly and rebalancing as required. As new opportunities emerge or if new threats are on the horizon, Cougar Global Investments has the ability to adjust the asset mix accordingly. We are registered and regulated by the Ontario Securities Commission (OSC) as a Portfolio Manager and registered as a “non-resident” investment advisor with the United States Securities and Exchange Commission (SEC).

 

Our Team

Abe Sheikh, FSA MAAA

Abe Sheikh, FSA MAAA
Chief Investment Officer and Portfolio Manager

Atsuko (Annie) Hiraoka, MBA

Atsuko (Annie) Hiraoka, MBA
Chief Operating Officer

Craig Swistun, CIM, CAFA

Craig Swistun, CIM®, CAFA®
Vice President, Head of Wealth Management

 

Jason Richey, CFA

Jason Richey, CFA
Senior Research Analyst

Amy Steciuk, CFA

Amy Steciuk, CFA
Senior Research Analyst

Irina Dorogan, CIM

Irina Dorogan, CIM®
Senior Research Analyst

 

Wayne Hendry

Wayne Hendry
Business Development Associate

Vicki Breech, CFP®, FCSI

Vicki Breech, CFP®, FCSI
Vice President, Human Resources and Finance, Wealth Management Services

Susan Cunningham

Susan Cunningham
Senior Manager, Marketing and Sales

 

Valerie Marseille, CFA

Valerie Marseille, CFA
Chief Compliance Officer

Emmy Mestancik

Emmy Mestancik
Portfolio Administrator

Nat Maneechai

Nat Maneechai
Administrative Assistant