Cowan Asset Management. Independent thinking. Long-term investing.

Investment Approach

We believe the key to long-term performance is the avoidance of a permanent loss of capital; therefore, we aim to protect capital first and increase returns second. We don’t chase short-term performance to the detriment of long-term success.

Discover Our Unique Approach

Alignment of Interests

We are run like a boutique investment firm, providing personalized service to clients, but we also have the backing of a large, well-capitalized parent company. The unique structure helps to ensure the interests of our private clients are aligned with our interests.

See What Sets Us Apart

Our Funds

We offer two distinct investment strategies to satisfy the needs of our private clients. Both our equity-focused Cowan Absolute Return Fund and fixed-income-focused Cowan Income Opportunities Fund are managed for Canadian investors. The weightings of the two funds are customized within a client’s account to create a “balanced portfolio".

Cowan Income Opportunities Fund

This fixed-income based portfolio is focused on North American securities such as government debt, corporate bonds, high-yield bonds, preferred shares, and convertible debt.

Learn About the Income Opportunities Fund

Cowan Absolute Return Fund

This equity-focused portfolio invests globally across all industries and is not limited to large-cap companies. Its goal is to generate absolute returns, not simply to outperform an arbitrarily-chosen index.

Learn About the Absolute Return Fund

Fees

We understand the impact that fees can have on long-term returns, especially in today’s low-rate environment. We are committed to charging fair fees to help give clients confidence that they are getting proper value from their investment manager.

Blog

Stay up-to-date with our monthly commentary on the markets, the economy, and our investment approach.

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