Cougar Global Investments was founded in 1993 by Dr. James Breech who had devoted the previous 12 years to developing the Cougar Global investment management platform. Cougar Global manages assets for high-net-worth individuals, families, foundations, trusts and corporations in Canada, the U.S., and Europe.
Cougar Global’s proprietary investment process constructs globally diversified portfolios of ETFs designed to perform in accordance with clients’ investment objectives. The firm focuses on employing downside risk management methodology and tactical asset allocation to aim to protect clients’ assets in down markets. Cougar Global’s guiding belief is that the goal of investing is to generate consistent compound growth by seeking to minimize loss.
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).
Abe Sheikh, FSA MAAA
Chief Investment Officer and Portfolio Manager
Dr. James Breech, PhD, MBA
Irina Dorogan, CIM®
Senior Research Analyst
Marketing and Sales
Atsuko (Annie) Hiraoka, MBA
Chief Operating Officer
Senior Manager, Marketing and Sales
Kathryn Bakos, BSc
Vicki Breech, CFP®, FCSI
Vice President, Human Resources
and Finance, Wealth Management Services
Valerie Marseille, CFA
Chief Compliance Officer