Unique Mandates

Cowan Asset Management manages capital for clients who have unique investment mandates that can’t be satisfied by the firm’s funds. In these situations, the investment team selects individual publicly-traded securities to build a suitable portfolio, as dictated by the client’s Investment Policy Statement.

Cowan Asset Management first works with prospective clients to determine whether their capital is best suited for a unique mandate and/or the firm’s funds.

Whether clients purchase units in Cowan Asset Management’s funds or opt for a unique mandate, they can be assured that Cowan Asset Management will apply the same rational, independent thought process to the evaluation of all potential investments. Click here to review our overall investment approach.