David Cohen

Managing Director
36 years industry experience

Biography

Dave Cohen is an investor for Counterpoint Global. He joined Morgan Stanley in 1993 and has 36 years of investment experience. Dave joined the team as an investor in 1999. Prior to joining the firm, Dave was a senior fund accountant at Alliance Capital. Previously, he was a fund accountant at Natwest and Wall Street Trust. Dave received a B.S. summa cum laude in management from Pace University.

David is a member of
Counterpoint Global

View Team

Strategies

Strategy Name	Description
Inception	Invests primarily in established and emerging small cap companies in the United States.
Discovery	Invests primarily in established and emerging mid cap companies in the United States.
Growth	Invests primarily in established and emerging large cap companies in the United States.
Insight	Invests primarily in established and emerging companies in the United States.
Global Insight	Invests primarily in established and emerging companies globally.
Advantage	Invests primarily in established large cap companies in the United States.
Permanence	Invests primarily in established companies in the United States that benefit from efficient scale.
Global Permanence	Invests primarily in established companies globally that benefit from efficient scale.
Tailwinds	Invests primarily in established and emerging large cap companies in the United States.

Inception

Invests primarily in established and emerging small cap companies in the United States.

Discovery

Invests primarily in established and emerging mid cap companies in the United States.

Growth

Invests primarily in established and emerging large cap companies in the United States.

Insight

Invests primarily in established and emerging companies in the United States.

Global Insight

Invests primarily in established and emerging companies globally.

Advantage

Invests primarily in established large cap companies in the United States.

Permanence

Invests primarily in established companies in the United States that benefit from efficient scale.

Global Permanence

Invests primarily in established companies globally that benefit from efficient scale.

Tailwinds

Invests primarily in established and emerging large cap companies in the United States.

News & Insights

Consilient Observer

Measuring the Moat

15-Okt-2024

“Measuring the Moat” by Consilient Research is an indispensable resource to guide analysis of a company’s strategy.

Consilient Observer

Which One Is It? Equity Issuance and Retirement

24-Jul-2024

Consilient Research considers the phenomenon of companies that both issue and retire shares around the same time.

Consilient Observer

Stock Market Concentration

04-Jun-2024

With rising stock market concentration, Consilient Research reviews where we stand today versus the past and what it means for active equity managers.

View More Insights

Möglicherweise nicht alle Teammitglieder vertreten.

Die Informationen auf dieser Seite dienen ausschließlich Informationszwecken. Sie richten sich an Fremdemittenten und Personen auf der Suche nach Informationen über alternative Anlagestrategien. Die hierin enthaltenen Informationen stellen weder ein Angebot für Beratungsleistungen noch ein Verkaufsangebot noch eine Aufforderung zur Angebotsstellung für den Kauf jeglicher Wertpapiere in Rechtsgebieten dar, in denen solche Angebote, Aufforderungen, Käufe oder Verkäufe gegen Wertpapier- und Versicherungsgesetze oder anderweitige Gesetze dieses Rechtsgebiets verstoßen, und sind auch nicht so auszulegen.

Jede Anlageentscheidung ist mit Risiken verbunden, die auch einen Verlust des eingesetzten Kapitals umfassen. Alternative Anlagen sind spekulativer Natur und bergen ein hohes Risiko. Diese Anlagen richten sich ausschließlich an Anleger, die diese Risiken verstehen und bereit sind, sie in Kauf zu nehmen. Die Performance ist möglicherweise volatil, und ein Anleger kann das investierte Kapital unter Umständen vollständig oder zu einem großen Teil verlieren.

Weitere wichtige Informationen und ergänzende Risikoerwägungen finden Sie auf der Seite mit Einzelheiten zur Strategie.

David Cohen

Managing Director | 36 years industry experience

David Cohen

Managing Director 36 years industry experience

Biography

Strategies

Strategies

News & Insights

News & Insights

Managing Director
36 years industry experience