Owen Morgan

Portfolio Manager-Fixed Income at

Cumberland Investment Counsel, Inc.

Finance

Consumer Services

Profile

Mr. Owen W.
Morgan, CFA MBA, is a Portfolio Manager at Cumberland Investment Counsel, Inc. He is a Portfolio Manager in Fixed Income at Cumberland Investment Counsel Inc. (“CIC”).
He focuses on fixed income, particularly investment grade and high yield corporate credit.
Mr. Morgan previously joined NCM in 2015 to manage the fixed income holdings in NCM’s mutual funds.
Prior to NCM, he underwrote and managed Canadian and U.S.
middle market leveraged loans with a U.S.
bank where he spent 9 years honing his fundamental credit analysis skills.
Mr. Morgan has over 21 years of investment industry experience.
He holds a Masters of Business Administration from NYU Stern and a Bachelor of Arts (Economics) from Bishop’s University, and is a CFA® charterholder.

Owen Morgan active positions

Companies	Position	Start
Cumberland Investment Counsel, Inc. Cumberland Investment Counsel, Inc. Investment ManagersFinance CIC offers CPWM investment models to their clients. The CPWM models rely on a fundamental and GARP-oriented approach to investment analysis primarily on a bottom-up basis. Foreign and domestic companies are screened to select those that have cash flow generation, reasonable valuations or other metrics that demonstrate desirable attributes. Macro-economic factors are also considered during the screening process.	Portfolio Manager-Fixed Income	2021-02-28

All active positions of Owen Morgan

Former positions of Owen Morgan

Companies	Position	End
NCM Asset Management Ltd. NCM Asset Management Ltd. Investment ManagersFinance NCM is an active manager that invests with conviction and have a history of adding value relative to their benchmarks and their peers.	Portfolio Manager-Fixed Income	2018-08-31

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Linked companies

Private companies	4
NCM Asset Management Ltd. NCM Asset Management Ltd. Investment ManagersFinance NCM is an active manager that invests with conviction and have a history of adding value relative to their benchmarks and their peers.	Finance
Bishop's University Bishop's University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Cumberland Investment Counsel, Inc. Cumberland Investment Counsel, Inc. Investment ManagersFinance CIC offers CPWM investment models to their clients. The CPWM models rely on a fundamental and GARP-oriented approach to investment analysis primarily on a bottom-up basis. Foreign and domestic companies are screened to select those that have cash flow generation, reasonable valuations or other metrics that demonstrate desirable attributes. Macro-economic factors are also considered during the screening process.	Finance
The Leonard N Stern School of Business The Leonard N Stern School of Business Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services