About 2018-06-26T13:50:56+00:00

About

Who We Are

OceanSquare Asset Management LLC was founded in 2017 by 3 entrepreneurs with identical core principles and pedigree. Our shared vision of navigating the global markets coupled with our unique investment philosophy delivers a strong investment foundation. Launched to provide our clients with a collaborative, concentrated, and disciplined approach, OceanSquare is a Pennsylvania based privately-owned boutique firm offering a high conviction fund with low index correlation.

OceanSquare prides itself on being an employee-owned firm. We have built a culture-oriented team of dedicated, experienced, fixed income and equity professionals with similar large institutional backgrounds who are united in the belief that collaborative investing drives successful decision making and leads to long term performance.

Our Advantage

Collaboration

Conviction

Sell Discipline

Our Team

Our Team

Christopher R. Coolidge, CFA

Managing Partner & Chief Investment Officer, Fixed Income

As Managing Partner & Chief Investment Officer, Fixed Income Mr. Coolidge is responsible for developing global macro investment decisions across various fixed income strategies and providing valuable analytical and strategic insights.

Previously, Mr. Coolidge held positions as a Portfolio Manager with Brandywine Global Investment Management (2010 – 2016) and as a Portfolio Manager and Director with BlackRock (2000- 2010). In these roles, he was a Lead Portfolio Manager for Core, Intermediate, Short-Duration, Absolute Return, Global Opportunistic, Global Macro and Global ESG Strategies.

Mr. Coolidge earned a B.A. in Finance from Drexel University and is a CFA charter-holder. He is a member of the CFA Institute and the CFA Society of Philadelphia.

Edward P. Dowd

Managing Partner & Chief Investment Officer, Equities

As Managing Partner & Chief Investment Officer, Equities, Mr. Dowd is responsible for developing global macro investment decisions and providing valuable analytical and strategic insight.

As Senior Equity Portfolio Manager, Mr. Dowd is responsible for stock selection, sector weightings, and risk management of the Global Concentrated Growth Strategy & Global Multi Asset Strategy.

Previously, Mr. Dowd held positions as a Portfolio Manager with FIM Group (2014 – 2016) and as a Portfolio Manager and Managing Director with BlackRock (2002 – 2012). In these roles, he was a lead portfolio manager for Global Concentrated Growth, Fundamental Large Cap Growth strategies & BlackRock Capital Appreciation Fund (MDFGX). Mr. Dowd successfully grew BlackRock’s growth strategy from $2 billion to $14 Billion over 10 years.

Mr. Dowd holds an MBA in Finance from Indiana University, as well as a B.A. in Finance and Anthropology from the University of Notre Dame.

Richard G. Mowrer

Managing Partner & Senior Portfolio Manager

As Managing Partner & Senior Portfolio Manager, Mr. Mowrer is responsible for the formation and execution of fixed income investment strategy and trading
implementation.

Mr. Mowrer brings over 15 years of investment experience. Previously, Mr. Mowrer spent his entire career at BlackRock (2002-2017), as Vice President and Portfolio Manager. In this role, he was a Lead Portfolio Manager across many asset classes and client types ranging from Short-Term Money Market Funds to
Short-Duration Mandates.

Mr. Mowrer earned a B.S. in Finance and an MBA in Finance from Drexel University.