Capabilities

Investment Management

Cowen offers innovative alternative investment products ranging from public market hedge to private equity, to royalties.

Over decades, Cowen’s leadership has proven its ability to utilize balance sheet capital to build, grow and foster the investment teams that have brought vital and relevant strategies to our clients.

The founding managing members of the investment management division (Peter Cohen, Thomas Strauss, Jeff Solomon, and the late Morgan Stark) utilized decades of extensive experience derived from prior positions at the most senior levels in global capital markets and investment management to build Cowen’s investment management division.

We have an established network of relationships within the global financial community, as well as a seasoned perspective on the disciplines required to manage successful investment programs. In addition, we have assembled a professional support staff with their own extensive experience within their disciplines.

The founding managing members and senior-level professionals have collectively made significant personal investments in both the investment management division and, alongside Cowen’s clients, in most of the various portfolio strategies.

Healthcare

Cowen Healthcare Investments

Cowen Healthcare Investments was founded to capitalize on the tremendous pace of change and innovation in the healthcare sector. The team has considerable private biopharma investing experience and a disciplined investment history driven by deep diligence of underlying science.

Team

Sustainability

Cowen Sustainable Investments

Cowen Sustainable Investments (CSI) was founded to provide tailored financing solutions to companies accelerating the world’s transition to an environmentally sustainable economy.  The CSI team has deep investment expertise in traditional industries being disrupted by cost reductions in sustainable technologies that are transforming the transportation, energy, agriculture/food, and manufacturing sectors.

The investment themes pursued by CSI include renewables and storage, clean transportation, sustainable food production and industrial efficiency.  We focus on companies with proven technologies and strong management teams entering the next stage of their development and requiring financing for corporate growth and deployment of sustainable real assets at scale.

Team

Merger Arbitrage

Ramius

Ramius Advisors LLC (“Ramius”) pursues event driven and merger arbitrage strategies. Ramius employs a differentiated approach to investing in merger arbitrage that is driven by fundamental research and conviction.

The Ramius merger strategy is a focused portfolio of merger arbitrage transactions, seeking capital efficiency while managing risk through downside projections and dynamic trading.

Portfolio Managers

Contact

599 Lexington Avenue
New York, NY 10022
T 212 201 4870
clientservices@ramius.com

Activism

Starboard Value

Starboard Value LP is a New York-based investment adviser with a focused and fundamental approach to investing in publicly-traded US companies. Starboard invests in deeply undervalued companies and actively engages with management teams and boards of directors to identify and execute on opportunities to unlock value for the benefit of all shareholders.

Starboard’s principals have managed investments in this manner since 2002.

LEARN MORE AT STARBOARDVALUE.COM

Portfolio Managers

  • Jeffrey Smith
    Managing Member, Chief Executive Officer, and Chief Investment Officer, Starboard Value
  • Peter Feld
    Managing Member, Portfolio Manager and Head of Research, Starboard Value

Contact

777 Third Avenue
New York, NY 10017
T 212 845 7977
info@starboardvalue.com

Investor Relations:

clientservice@starboardvalue.com

Healthcare

Healthcare Royalty Partners

HealthCare Royalty Partners is a multi-billion dollar global healthcare investment firm. Founded in 2006, HealthCare Royalty Partners has raised cumulative capital commitments of $4.8 billion to invest in commercial and near-commercial stage life science assets.

HealthCare Royalty Partners investments primarily consist of royalty purchases and debt or debt-like structures. This asset class offers uncorrelated yield and is typically protected by high barriers to entry.

LEARN MORE AT HEALTHCAREROYALTY.COM

Contact

300 Atlantic Street, Suite 600
Stamford, CT 06901
T 203 487 8300
F 203 487 8330
info@hcroyalty.com

Private Equity

Triartisan Capital Advisors

TriArtisan Capital Advisors is a private equity investing firm focused on making differentiated investments in public and private companies across a broad range of industries.

Our access to institutional capital enables us to make investments in middle and larger capitalization companies as either a lead sponsor or in partnership with many of the world’s leading private equity firms.

LEARN MORE AT TRIARTISAN.COM

Portfolio Managers

Contact

830 3rd Avenue, 4th Floor
New York, NY  10022
T 212 609 0620
clientservices@triartisan.com

Leadership

For more than two decades, we have demonstrated our ability to identify investment talent and build differentiated products and solutions. We translate that know-how to help investment teams - our partners - build sustainable investment businesses.