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

Investment Approach

We are an investment company that believes that 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, and we partner with clients who are also long-term focused.

Discover Our Unique Approach

Alignment of Interests

We are run like a boutique investment firm, providing hands-on client service — but we also have the backing of a large, well-capitalized parent company in Princeton Holdings Limited. 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 private clients’ needs. 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 fund.”

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.

A Long-Term Strategy

Cowan Absolute Return Fund

This equity-focused portfolio invests globally, is industry agnostic, and is not limited to large-cap companies.

A Flexible 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 good value from their investment management company.

The Blog

Stay up-to-date on our monthly commentary on the market, investment management, wealth management, and investment strategies and advice.

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