COUGAR GLOBAL INVESTMENTS LTD

HTTP://WWW.COUGARGLOBAL.COM TORONTO, A6 Investment Advisor How do I update this listing?

Also known as:

  • COUGAR GLOBAL INVESTMENTS LP

Cougar Global Investments LTD is based out of Toronto. Cougar Global Investments LTD is a large advisory firm with 7557 clients and discretionary assets under management (AUM) of $163,197,494 (Form ADV from 2019-04-26). Their last reported 13F filing for Q3 2019 included $149,375,000 in managed 13F securities and a top 10 holdings concentration of 94.83%. Cougar Global Investments LTD's largest holding is iShares CDN DEX All Corporate Bond Index Fund with shares held of 1,709,748. Cougar Global Investments LTD has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 23 13F filings

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68

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $149.375 Million
  • Prior Market Value $147.738 Million
  • New Purchases0 stocks
  • Additional Purchases6 stocks
  • Sold out of0 stocks
  • Reduced holdings in7 stocks
  • Top 10 Holdings % 94.83 %
  • Turnover % [1]:%
  • Turnover Alt % [2]: 1.91 %
  • Time Held Top20:5.79 quarters
  • Time Held Top10:5.50 quarters
  • Time Held All:5.79 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: -0.34%
Performance Last 4 Quarters: -2.27%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR/A (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR/A (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR/A (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR/A (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR/A (Subscription required)
  • 2016-06-30 - 13F-HR/A (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR/A (Subscription required)
  • 2016-03-31 - 13F-HR/A (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

COUGAR GLOBAL INVESTMENTS
SCOTIA PLAZA 40 KING STREET WEST SUITE 2706
TORONTO    M5H 3Y2
Country: Canada

Business Phone: 416-368-5255
Fax: 416-368-7738
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in:
Number of employees: 14
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 7557
Amount of client funds and securities by related persons: 29,160,900
Total Number of clients from related persons: 5
Disclosures: 11.C (1),11.C (2),11.C (4),11.C (5),11.D (2),11.E (2)
Data above was derived from SEC filings.

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COUGAR GLOBAL INVESTMENTS LIMITED

ownership team - last updated 2019-04-26
Name Title Start Date Direct/Indirect % Ownership
BREECH, EARL, JAMES PRESIDENT, CEO & CIO 12/01/1993 Direct less than 5%
Fund Name Position direct/indirect start date end date
COUGAR GLOBAL INVESTMENTS LIMITED PRESIDENT, CEO & CIO direct 1993-12-01
COUGAR GLOBAL INVESTMENTS LTD PTNSHP PRESIDENT & CEO, CHIEF COMPLIANCE OFFICER direct 1993-12-01 2009-03-23
COUGAR GLOBAL INVESTMENTS LTD PTNSHP PRESIDENT & CEO, CHIEF INVESTMENT OFFICER direct 1993-12-01 2012-03-26
COUGAR GLOBAL INVESTMENTS LTD PTNSHP PRESIDENT & CEO direct 1993-12-01 2014-03-25
COUGAR GLOBAL INVESTMENTS LIMITED PRESIDENT, CEO & CIO, CCO direct 1993-12-01 2015-05-29
ABBOTT, JAMES, COOPER DIRECTOR 04/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
AWAD ASSET MANAGEMENT, INC. DIRECTOR direct 2007-09-01
EAGLE BOSTON INVESTMENT MANAGMENT, INC. PRESIDENT direct 2009-10-01
EAGLE BOSTON INVESTMENT MANAGMENT, INC. CHIEF EXECUTIVE OFFICER direct 2010-03-01
EAGLE ASSET MANAGEMENT INC CO-CHIEF OPERATING OFFICER, DIRECTOR direct 2009-10-01
EAGLE ASSET MANAGEMENT INC PRESIDENT direct 2016-04-01
CLARIVEST ASSET MANAGEMENT LLC MANAGER direct 2012-12-01
CARILLON TOWER ADVISERS, INC. CO-COO, DIRECTOR direct 2015-06-01
CARILLON TOWER ADVISERS, INC. PRESIDENT, DIRECTOR direct 2016-01-01
COUGAR GLOBAL INVESTMENTS LIMITED DIRECTOR direct 2015-04-01
ALLISON, PAUL, DIXON DIRECTOR 04/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
COUGAR GLOBAL INVESTMENTS LIMITED DIRECTOR direct 2015-04-01
MACDOUGALL INVESTMENT COUNSEL, INC. DIRECTOR direct 2016-08-01
JAMES, COURTLAND, WOLFE DIRECTOR 04/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
COUGAR GLOBAL INVESTMENTS LIMITED DIRECTOR direct 2015-04-01
EAGLE ASSET MANAGEMENT INC DIRECTOR direct 2016-01-01
EAGLE ASSET MANAGEMENT INC EXECUTIVE VICE PRESIDENT direct 2016-04-01
CLARIVEST ASSET MANAGEMENT LLC MANAGER direct 2012-12-01
CARILLON TOWER ADVISERS, INC. DIRECTOR direct 2015-10-01
MARSEILLE, VALERIE, CINDY CHIEF COMPLIANCE OFFICER 11/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
COUGAR GLOBAL INVESTMENTS LIMITED CHIEF COMPLIANCE OFFICER direct 2016-11-01
RAYMOND JAMES INTERNATIONAL HOLDINGS CANADA SHAREHOLDER 04/01/2015 Direct 75% or more
Fund Name Position direct/indirect start date end date
COUGAR GLOBAL INVESTMENTS LIMITED SHAREHOLDER direct 2015-04-01
HIRAOKA, ATSUKO CHIEF OPERATING OFFICER 06/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
COUGAR GLOBAL INVESTMENTS LIMITED CHIEF OPERATING OFFICER direct 2017-06-01
RAYMOND JAMES FINANCIAL INC SHAREHOLDER RAYMOND JAMES INTERNATIONAL HOLDINGS 04/01/2015 Indirect 75% or more
Fund Name Position direct/indirect start date end date
RAYMOND JAMES & ASSOCIATES, INC. HOLDING COMPANY direct 1972-02-01
RAYMOND JAMES FINANCIAL SERVICES, INC. CORPORATION direct 1973-09-01
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC CORPORATION direct 1973-09-01
HERITAGE ASSET MANAGEMENT INC SHAREHOLDER direct 1984-07-01
EAGLE ASSET MANAGEMENT INC SHAREHOLDER direct 1984-07-01
EAGLE BOSTON INVESTMENT MANAGMENT, INC. PARENT OF EAGLE indirect 1984-07-01
RAYMOND JAMES (USA) LTD SHAREHOLDER indirect 2001-01-01
MACDOUGALL INVESTMENT COUNSEL, INC. SHAREHOLDER indirect 2001-01-01
HOWE BARNES CAPITAL MANAGEMENT, INC. SOLE OWNER indirect 2011-04-01
MORGAN KEEGAN & COMPANY, INC. PARENT direct 2012-04-01
MORGAN KEEGAN FUND MANAGEMENT, INC. INDIRECT OWNER indirect 2012-04-01
CLARIVEST ASSET MANAGEMENT LLC SHAREHOLDER indirect 2012-12-01
CARILLON TOWER ADVISERS, INC. SHAREHOLDER direct 2014-12-01
COUGAR GLOBAL INVESTMENTS LIMITED SHAREHOLDER direct 2015-04-01
RAYMOND JAMES INTERNATIONAL HOLDINGS SHAREHOLDER RAYMOND JAMES INTERNATIONAL HOLDINGS CANADA 04/01/2015 Indirect 75% or more
Fund Name Position direct/indirect start date end date
COUGAR GLOBAL INVESTMENTS LIMITED SHAREHOLDER indirect 2015-04-01

COUGAR GLOBAL INVESTMENTS LIMITED

ownership team - last updated 2019-03-18
Name Title Start Date Direct/Indirect % Ownership
BREECH, EARL, JAMES PRESIDENT, CEO & CIO 12/01/1993 Direct less than 5%
Fund Name Position direct/indirect start date end date
COUGAR GLOBAL INVESTMENTS LIMITED PRESIDENT, CEO & CIO direct 1993-12-01
COUGAR GLOBAL INVESTMENTS LTD PTNSHP PRESIDENT & CEO, CHIEF COMPLIANCE OFFICER direct 1993-12-01 2009-03-23
COUGAR GLOBAL INVESTMENTS LTD PTNSHP PRESIDENT & CEO, CHIEF INVESTMENT OFFICER direct 1993-12-01 2012-03-26
COUGAR GLOBAL INVESTMENTS LTD PTNSHP PRESIDENT & CEO direct 1993-12-01 2014-03-25
COUGAR GLOBAL INVESTMENTS LIMITED PRESIDENT, CEO & CIO, CCO direct 1993-12-01 2015-05-29
ABBOTT, JAMES, COOPER DIRECTOR 04/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
AWAD ASSET MANAGEMENT, INC. DIRECTOR direct 2007-09-01
EAGLE BOSTON INVESTMENT MANAGMENT, INC. PRESIDENT direct 2009-10-01
EAGLE BOSTON INVESTMENT MANAGMENT, INC. CHIEF EXECUTIVE OFFICER direct 2010-03-01
EAGLE ASSET MANAGEMENT INC CO-CHIEF OPERATING OFFICER, DIRECTOR direct 2009-10-01
EAGLE ASSET MANAGEMENT INC PRESIDENT direct 2016-04-01
CLARIVEST ASSET MANAGEMENT LLC MANAGER direct 2012-12-01
CARILLON TOWER ADVISERS, INC. CO-COO, DIRECTOR direct 2015-06-01
CARILLON TOWER ADVISERS, INC. PRESIDENT, DIRECTOR direct 2016-01-01
COUGAR GLOBAL INVESTMENTS LIMITED DIRECTOR direct 2015-04-01
ALLISON, PAUL, DIXON DIRECTOR 04/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
COUGAR GLOBAL INVESTMENTS LIMITED DIRECTOR direct 2015-04-01
MACDOUGALL INVESTMENT COUNSEL, INC. DIRECTOR direct 2016-08-01
JAMES, COURTLAND, WOLFE DIRECTOR 04/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
COUGAR GLOBAL INVESTMENTS LIMITED DIRECTOR direct 2015-04-01
EAGLE ASSET MANAGEMENT INC DIRECTOR direct 2016-01-01
EAGLE ASSET MANAGEMENT INC EXECUTIVE VICE PRESIDENT direct 2016-04-01
CLARIVEST ASSET MANAGEMENT LLC MANAGER direct 2012-12-01
CARILLON TOWER ADVISERS, INC. DIRECTOR direct 2015-10-01
MARSEILLE, VALERIE, CINDY CHIEF COMPLIANCE OFFICER 11/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
COUGAR GLOBAL INVESTMENTS LIMITED CHIEF COMPLIANCE OFFICER direct 2016-11-01
RAYMOND JAMES INTERNATIONAL HOLDINGS CANADA SHAREHOLDER 04/01/2015 Direct 75% or more
Fund Name Position direct/indirect start date end date
COUGAR GLOBAL INVESTMENTS LIMITED SHAREHOLDER direct 2015-04-01
HIRAOKA, ATSUKO CHIEF OPERATING OFFICER 06/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
COUGAR GLOBAL INVESTMENTS LIMITED CHIEF OPERATING OFFICER direct 2017-06-01
RAYMOND JAMES FINANCIAL INC SHAREHOLDER RAYMOND JAMES INTERNATIONAL HOLDINGS 04/01/2015 Indirect 75% or more
Fund Name Position direct/indirect start date end date
RAYMOND JAMES & ASSOCIATES, INC. HOLDING COMPANY direct 1972-02-01
RAYMOND JAMES FINANCIAL SERVICES, INC. CORPORATION direct 1973-09-01
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC CORPORATION direct 1973-09-01
HERITAGE ASSET MANAGEMENT INC SHAREHOLDER direct 1984-07-01
EAGLE ASSET MANAGEMENT INC SHAREHOLDER direct 1984-07-01
EAGLE BOSTON INVESTMENT MANAGMENT, INC. PARENT OF EAGLE indirect 1984-07-01
RAYMOND JAMES (USA) LTD SHAREHOLDER indirect 2001-01-01
MACDOUGALL INVESTMENT COUNSEL, INC. SHAREHOLDER indirect 2001-01-01
HOWE BARNES CAPITAL MANAGEMENT, INC. SOLE OWNER indirect 2011-04-01
MORGAN KEEGAN & COMPANY, INC. PARENT direct 2012-04-01
MORGAN KEEGAN FUND MANAGEMENT, INC. INDIRECT OWNER indirect 2012-04-01
CLARIVEST ASSET MANAGEMENT LLC SHAREHOLDER indirect 2012-12-01
CARILLON TOWER ADVISERS, INC. SHAREHOLDER direct 2014-12-01
COUGAR GLOBAL INVESTMENTS LIMITED SHAREHOLDER direct 2015-04-01
RAYMOND JAMES INTERNATIONAL HOLDINGS SHAREHOLDER RAYMOND JAMES INTERNATIONAL HOLDINGS CANADA 04/01/2015 Indirect 75% or more
Fund Name Position direct/indirect start date end date
COUGAR GLOBAL INVESTMENTS LIMITED SHAREHOLDER indirect 2015-04-01

COUGAR GLOBAL INVESTMENTS LIMITED

ownership team - last updated 2018-12-21
Name Title Start Date Direct/Indirect % Ownership
BREECH, EARL, JAMES PRESIDENT, CEO & CIO 12/01/1993 Direct less than 5%
Fund Name Position direct/indirect start date end date
COUGAR GLOBAL INVESTMENTS LIMITED PRESIDENT, CEO & CIO direct 1993-12-01
COUGAR GLOBAL INVESTMENTS LTD PTNSHP PRESIDENT & CEO, CHIEF COMPLIANCE OFFICER direct 1993-12-01 2009-03-23
COUGAR GLOBAL INVESTMENTS LTD PTNSHP PRESIDENT & CEO, CHIEF INVESTMENT OFFICER direct 1993-12-01 2012-03-26
COUGAR GLOBAL INVESTMENTS LTD PTNSHP PRESIDENT & CEO direct 1993-12-01 2014-03-25
COUGAR GLOBAL INVESTMENTS LIMITED PRESIDENT, CEO & CIO, CCO direct 1993-12-01 2015-05-29
ABBOTT, JAMES, COOPER DIRECTOR 04/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
AWAD ASSET MANAGEMENT, INC. DIRECTOR direct 2007-09-01
EAGLE BOSTON INVESTMENT MANAGMENT, INC. PRESIDENT direct 2009-10-01
EAGLE BOSTON INVESTMENT MANAGMENT, INC. CHIEF EXECUTIVE OFFICER direct 2010-03-01
EAGLE ASSET MANAGEMENT INC CO-CHIEF OPERATING OFFICER, DIRECTOR direct 2009-10-01
EAGLE ASSET MANAGEMENT INC PRESIDENT direct 2016-04-01
CLARIVEST ASSET MANAGEMENT LLC MANAGER direct 2012-12-01
CARILLON TOWER ADVISERS, INC. CO-COO, DIRECTOR direct 2015-06-01
CARILLON TOWER ADVISERS, INC. PRESIDENT, DIRECTOR direct 2016-01-01
COUGAR GLOBAL INVESTMENTS LIMITED DIRECTOR direct 2015-04-01
ALLISON, PAUL, DIXON DIRECTOR 04/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
COUGAR GLOBAL INVESTMENTS LIMITED DIRECTOR direct 2015-04-01
MACDOUGALL INVESTMENT COUNSEL, INC. DIRECTOR direct 2016-08-01
JAMES, COURTLAND, WOLFE DIRECTOR 04/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
COUGAR GLOBAL INVESTMENTS LIMITED DIRECTOR direct 2015-04-01
EAGLE ASSET MANAGEMENT INC DIRECTOR direct 2016-01-01
EAGLE ASSET MANAGEMENT INC EXECUTIVE VICE PRESIDENT direct 2016-04-01
CLARIVEST ASSET MANAGEMENT LLC MANAGER direct 2012-12-01
CARILLON TOWER ADVISERS, INC. DIRECTOR direct 2015-10-01
MARSEILLE, VALERIE, CINDY CHIEF COMPLIANCE OFFICER 11/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
COUGAR GLOBAL INVESTMENTS LIMITED CHIEF COMPLIANCE OFFICER direct 2016-11-01
RAYMOND JAMES INTERNATIONAL HOLDINGS CANADA SHAREHOLDER 04/01/2015 Direct 75% or more
Fund Name Position direct/indirect start date end date
COUGAR GLOBAL INVESTMENTS LIMITED SHAREHOLDER direct 2015-04-01
HIRAOKA, ATSUKO CHIEF OPERATING OFFICER 06/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
COUGAR GLOBAL INVESTMENTS LIMITED CHIEF OPERATING OFFICER direct 2017-06-01
RAYMOND JAMES FINANCIAL INC SHAREHOLDER RAYMOND JAMES INTERNATIONAL HOLDINGS 04/01/2015 Indirect 75% or more
Fund Name Position direct/indirect start date end date
RAYMOND JAMES & ASSOCIATES, INC. HOLDING COMPANY direct 1972-02-01
RAYMOND JAMES FINANCIAL SERVICES, INC. CORPORATION direct 1973-09-01
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC CORPORATION direct 1973-09-01
HERITAGE ASSET MANAGEMENT INC SHAREHOLDER direct 1984-07-01
EAGLE ASSET MANAGEMENT INC SHAREHOLDER direct 1984-07-01
EAGLE BOSTON INVESTMENT MANAGMENT, INC. PARENT OF EAGLE indirect 1984-07-01
RAYMOND JAMES (USA) LTD SHAREHOLDER indirect 2001-01-01
MACDOUGALL INVESTMENT COUNSEL, INC. SHAREHOLDER indirect 2001-01-01
HOWE BARNES CAPITAL MANAGEMENT, INC. SOLE OWNER indirect 2011-04-01
MORGAN KEEGAN & COMPANY, INC. PARENT direct 2012-04-01
MORGAN KEEGAN FUND MANAGEMENT, INC. INDIRECT OWNER indirect 2012-04-01
CLARIVEST ASSET MANAGEMENT LLC SHAREHOLDER indirect 2012-12-01
CARILLON TOWER ADVISERS, INC. SHAREHOLDER direct 2014-12-01
COUGAR GLOBAL INVESTMENTS LIMITED SHAREHOLDER direct 2015-04-01
RAYMOND JAMES INTERNATIONAL HOLDINGS SHAREHOLDER RAYMOND JAMES INTERNATIONAL HOLDINGS CANADA 04/01/2015 Indirect 75% or more
Fund Name Position direct/indirect start date end date
COUGAR GLOBAL INVESTMENTS LIMITED SHAREHOLDER indirect 2015-04-01

COUGAR GLOBAL INVESTMENTS LIMITED

ownership team - last updated 2017-12-22
Name Title Start Date Direct/Indirect % Ownership
ALLISON, PAUL, DIXON DIRECTOR 04/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
COUGAR GLOBAL INVESTMENTS LIMITED DIRECTOR direct 2015-04-01
MACDOUGALL INVESTMENT COUNSEL, INC. DIRECTOR direct 2016-08-01
BREECH, EARL, JAMES PRESIDENT, CEO & CIO 12/01/1993 Direct less than 5%
Fund Name Position direct/indirect start date end date
COUGAR GLOBAL INVESTMENTS LIMITED PRESIDENT, CEO & CIO direct 1993-12-01
COUGAR GLOBAL INVESTMENTS LTD PTNSHP PRESIDENT & CEO, CHIEF COMPLIANCE OFFICER direct 1993-12-01 2009-03-23
COUGAR GLOBAL INVESTMENTS LTD PTNSHP PRESIDENT & CEO, CHIEF INVESTMENT OFFICER direct 1993-12-01 2012-03-26
COUGAR GLOBAL INVESTMENTS LTD PTNSHP PRESIDENT & CEO direct 1993-12-01 2014-03-25
COUGAR GLOBAL INVESTMENTS LIMITED PRESIDENT, CEO & CIO, CCO direct 1993-12-01 2015-05-29
ABBOTT, JAMES, COOPER DIRECTOR 04/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
AWAD ASSET MANAGEMENT, INC. DIRECTOR direct 2007-09-01
EAGLE BOSTON INVESTMENT MANAGMENT, INC. PRESIDENT direct 2009-10-01
EAGLE BOSTON INVESTMENT MANAGMENT, INC. CHIEF EXECUTIVE OFFICER direct 2010-03-01
EAGLE ASSET MANAGEMENT INC CO-CHIEF OPERATING OFFICER, DIRECTOR direct 2009-10-01
EAGLE ASSET MANAGEMENT INC PRESIDENT direct 2016-04-01
CLARIVEST ASSET MANAGEMENT LLC MANAGER direct 2012-12-01
CARILLON TOWER ADVISERS, INC. CO-COO, DIRECTOR direct 2015-06-01
CARILLON TOWER ADVISERS, INC. PRESIDENT, DIRECTOR direct 2016-01-01
COUGAR GLOBAL INVESTMENTS LIMITED DIRECTOR direct 2015-04-01
JAMES, COURTLAND, WOLFE DIRECTOR 04/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
COUGAR GLOBAL INVESTMENTS LIMITED DIRECTOR direct 2015-04-01
EAGLE ASSET MANAGEMENT INC DIRECTOR direct 2016-01-01
EAGLE ASSET MANAGEMENT INC EXECUTIVE VICE PRESIDENT direct 2016-04-01
CLARIVEST ASSET MANAGEMENT LLC MANAGER direct 2012-12-01
CARILLON TOWER ADVISERS, INC. DIRECTOR direct 2015-10-01
MARSEILLE, VALERIE, CINDY CHIEF COMPLIANCE OFFICER 11/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
COUGAR GLOBAL INVESTMENTS LIMITED CHIEF COMPLIANCE OFFICER direct 2016-11-01
RAYMOND JAMES INTERNATIONAL HOLDINGS CANADA SHAREHOLDER 04/01/2015 Direct 75% or more
Fund Name Position direct/indirect start date end date
COUGAR GLOBAL INVESTMENTS LIMITED SHAREHOLDER direct 2015-04-01
RAYMOND JAMES FINANCIAL INC SHAREHOLDER RAYMOND JAMES INTERNATIONAL HOLDINGS 04/01/2015 Indirect 75% or more
Fund Name Position direct/indirect start date end date
RAYMOND JAMES & ASSOCIATES, INC. HOLDING COMPANY direct 1972-02-01
RAYMOND JAMES FINANCIAL SERVICES, INC. CORPORATION direct 1973-09-01
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC CORPORATION direct 1973-09-01
HERITAGE ASSET MANAGEMENT INC SHAREHOLDER direct 1984-07-01
EAGLE ASSET MANAGEMENT INC SHAREHOLDER direct 1984-07-01
EAGLE BOSTON INVESTMENT MANAGMENT, INC. PARENT OF EAGLE indirect 1984-07-01
RAYMOND JAMES (USA) LTD SHAREHOLDER indirect 2001-01-01
MACDOUGALL INVESTMENT COUNSEL, INC. SHAREHOLDER indirect 2001-01-01
HOWE BARNES CAPITAL MANAGEMENT, INC. SOLE OWNER indirect 2011-04-01
MORGAN KEEGAN & COMPANY, INC. PARENT direct 2012-04-01
MORGAN KEEGAN FUND MANAGEMENT, INC. INDIRECT OWNER indirect 2012-04-01
CLARIVEST ASSET MANAGEMENT LLC SHAREHOLDER indirect 2012-12-01
CARILLON TOWER ADVISERS, INC. SHAREHOLDER direct 2014-12-01
COUGAR GLOBAL INVESTMENTS LIMITED SHAREHOLDER direct 2015-04-01
RAYMOND JAMES INTERNATIONAL HOLDINGS SHAREHOLDER RAYMOND JAMES INTERNATIONAL HOLDINGS CANADA 04/01/2015 Indirect 75% or more
Fund Name Position direct/indirect start date end date
COUGAR GLOBAL INVESTMENTS LIMITED SHAREHOLDER indirect 2015-04-01

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