Ashley Owen

Chief Investment Officer

“The traditional ‘buy & hold’, ‘set & forget’ theory can leave you behind for decades in the real world.”

Ashley is one of Australia’s leading portfolio managers of diversified investment funds for long term investors. His mission is to manage portfolios that provide investors with confidence that their investments will generate the wealth they need to live the life they wish to lead for the rest of their lives – for themselves, their families and as a legacy for future generations.

His primary focus is protecting investors from losses and risks, rather than chasing high returns from the latest hot funds or fads.

Areas of expertise

  • Investment portfolio management
  • Chief Investment Officer for Australian investors totalling more than $4 billion over the past 10 years
  • Communicating with investors about investing and markets

Ashley Owen loves

  • Working on my next book!

Qualifications

  • CFA Charter holder
  • LLB, LLM (University of Sydney
  • BA (Economic History) (Deakin University)
  • Grad. Dip Applied Finance, RG146 accredited (FINSIA)

Membership & associations

  • Signatory to the UN Principles for Responsible Investment
  • Member of the Education Advisory Board Working Committee of the CFA Institute (US)
  • Lectured on capital markets for the Securities Institute of Australia and the CFA Sydney Society
  • Written three best-selling books for individual investors
  • Co-founder of Tribeca Learning (sold to Kaplan Learning), a leading provider of financial training to finance professionals
  • Founding co-shareholder of Cuffelinks (now Firstlinks, sold to Morningstar), Australia’s leading online newsletter for investment professionals and self-directed investors.

Areas of expertise

  • Investment portfolio management
  • Chief Investment Officer for Australian investors totalling more than $4 billion over the past 10 years
  • Communicating with investors about investing and markets

Qualifications

  • CFA Charter holder
  • LLB, LLM (University of Sydney
  • BA (Economic History) (Deakin University)
  • Grad. Dip Applied Finance, RG146 accredited (FINSIA)

Membership & associations

  • Signatory to the UN Principles for Responsible Investment
  • Member of the Education Advisory Board Working Committee of the CFA Institute (US)
  • Lectured on capital markets for the Securities Institute of Australia and the CFA Sydney Society
  • Written three best-selling books for individual investors
  • Co-founder of Tribeca Learning (sold to Kaplan Learning), a leading provider of financial training to finance professionals
  • Founding co-shareholder of Cuffelinks (now Firstlinks, sold to Morningstar), Australia’s leading online newsletter for investment professionals and self-directed investors.

Ashley Owen loves

  • Working on my next book!