Our History
Cougar Global has developed a proprietary investment process that constructs globally diversified portfolios of ETFs designed to perform in accordance with clients’ investment objectives. The firm’s investment process employs downside risk management methodology and tactical asset allocation to preserve clients' assets in down markets.
We understand the importance of preserving invested capital while providing clients with the income they require. To meet the primary goal of preserving precious assets, and to provide a reliable stream of income, Cougar Global recognizes that diversifying assets globally and actively managing the asset mix in response to changing market conditions is one of the primary tools for preserving the original capital invested while meeting each client’s income needs.
In 2016, Cougar Global Investments became an affiliate of Raymond James Investment Management, a global asset management company. Raymond James Investment Management combines the exceptional insight and agility of individual investment teams with the strength and stability of a full-service firm.
Cougar Global Investments is 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).
Firm Overview
Cougar Global Investments provides tactical, risk-managed solutions for a range of investment objectives and risk tolerances. No matter which portfolio investors choose, they can be confident it is managed with the same guiding principles that Cougar Global Investments has followed since its beginning in 1993: a focus on capital preservation and downside risk tailored to the long-term investor’s needs and goals.
49
Years of investment experience combining post-modern portfolio theory and risk management.
4
Proprietary portfolio models that seek the highest expected return constrained to the specific level of downside risk.
29
Years as a global macro-oriented, tactical asset allocation manager.
Portfolio Team
AMY STECIUK, CFA
Portfolio Manager
Irina Dorogan, CIM®
Portfolio Manager
