David Cohen

Managing Director
37 years industry experience

Biography

Dave Cohen is an investor for Counterpoint Global. He joined Morgan Stanley in 1993 and has 37 years of investment experience. Dave joined Counterpoint Global 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.
Advantage	Invests primarily in established 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.
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.

Advantage

Invests primarily in established 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.

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

Caron's Corner

The BEAT for June: Our Monthly Asset Allocation Outlook

Jun 04, 2025

Jim Caron looks at the market implications of a steepening yield curve and weakening US dollar.

Caron's Corner

Fiscal Policy, Taxes and Bond Yields – The Impact on Markets

May 27, 2025

Jim Caron looks at the market implications of a steepening yield curve and weakening US dollar.

Consilient Observer

Base Rates for Bottoms and Bounces

May 21, 2025

Consilient Research’s study of drawdowns for stocks and mutual funds yields provocative results.

View More Insights

May not represent all Team Members.

The information on this page is for informational purposes only. It is intended for the benefit of third party issuers and those seeking information about alternatives investment strategies. The information contained herein does not constitute and should not be construed as an offering of advisory services or an offer to sell or a solicitation of an offer to buy any securities in any jurisdiction in which such offer or solicitation, purchase or sale would be unlawful under the securities, insurance or other laws of such jurisdiction.

All investing involves risks, including a loss of principal. Alternative investments are speculative and involve a high degree of risk. These investments are designed for investors who understand and are willing to accept these risks. Performance may be volatile, and an investor could lose all or a substantial portion of his or her investment.

Please refer to the strategy detail page for important information on the strategy, including additional risk considerations.

David Cohen

Managing Director | 37 years industry experience

David Cohen

Managing Director 37 years industry experience

Biography

Strategies

Strategies

News & Insights

News & Insights

Managing Director
37 years industry experience