General Investing >> Money Manager Interviews >> February 5, 2021

Finding Reasons for Optimism in Equities While Defending Against Downside Risks

Richey, Jason
Jason Richey is a Portfolio Manager on the investment team at Cougar Global Investments. He analyzes the firm’s independent research, assists with maintaining the firm’s proprietary financial models, and monitors the ETF landscape for new ideas. He also contributes to formulating Cougar’s macroeconomic outlook and key fundamental asset class views. Mr. Richey has spent the past 14 years researching various asset classes, with a recent focus on exchange-traded products. Prior to joining Cougar Global in 2015, he was a Senior Analyst on Raymond James’ Manager Research Team, and has been a featured speaker at ETF industry events. Prior to Raymond James, Mr. Richey spent nearly a decade analyzing actuarial data for non-qualified benefit plans. Mr. Richey earned his B.A. with a double major in math and economics, and his MBA in finance from the University of South Florida. Jason is a CFA charterholder and a member of the CFA Society of Toronto. He is a registered Portfolio Manager – Advising Representative with the Ontario Securities Commission. Profile
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TWST: Tell us about your firm, your role there, and the focus of the portfolio you manage.

Mr. Richey: Cougar Global Investments is a boutique