OUR INVESTMENT APPROACH

Morgan Cowen investment professionals operate as one team, applying one investment philosophy and process across our core strategies.

We believe that indices are historic and do not reflect future opportunities. Therefore, we are not influenced by the benchmark or our peers, preferring to focus on growing the absolute value of clients’ capital over the long run. These beliefs are reflected in our fundamental quality stock driven approach, and our portfolios have a high active share.

Quality is essentially determined by all internal as well as external factors impacting a business and its long-term prospects. However, we believe that certain factors have proved to be more important over the long term. High quality companies are characterized at Morgan Cowen as...

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OUR PHILOSOPHY

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COMMITTED TO ESG PRINCIPLES

We have a long-established interest in Environmental, Social and Corporate Governance (ESG) issues.

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INVESTMENT STRATEGIES

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EXPERIENCED MANAGEMENT

Our unwavering pursuit of this goal has established us as a preeminent investment management firm.

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Diverse Product Line-up

Morgan Cowen offers a broad range of investment products. Our management teams are guided by well-defined, repeatable investment processes and are dedicated to fully invested, active management approaches.

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Allocation Expert Tool

The Allocation Expert Tool is a proprietary model developed and enhanced internally with assistance from external resources, including a number of leading academicians and other experts. Our AET is a financial simulation tool that we utilize to assist our clients with the asset allocation decision. With this tool, we help our clients understand the expected outcomes and potential risks of selected asset classes and the interrelationships of those asset classes.


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