David Cohen

Managing Director
32 years industry experience

Biography

Dave Cohen is an investor for Counterpoint Global. He joined Morgan Stanley in 1993 and has 32 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

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

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.

Advantage

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

Global Advantage

Invests primarily in established large cap 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.

News & Insights

Media Appearance

And the No. 1 Stock-Fund Manager Is...

Aug 04, 2020

Dennis Lynch and his Insight Fund were highlighted on CNBC.com. He is quoted that the Insight Fund serves as the “sort of our best ideas” product, and his team’s goal is to “collect what we think are highly unique companies.” Lynch goes on to say his investment team has a few main areas of expertise, such as tech and health care, but that a main focus is on identifying upcoming trends.

Consilient Observer

Public to Private Equity in the U.S.: A Long-Term Look

Aug 04, 2020

Over the past quarter century there has been a marked shift in U.S. equities from public markets to private markets controlled by buyout and venture capital firms. This change has had reverberations for asset managers, investors, executives, and policy makers.

Insight Article

Fishing for Stocks in China

Jul 30, 2020

Our location in Hong Kong gives us a unique perspective on the risks and opportunities of investing in China, a market we believe is ripe with opportunity.

View All Insights by David

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 | 32 years industry experience

David Cohen

Managing Director 32 years industry experience

Biography

Strategies

Strategies

News & Insights

News & Insights

Managing Director
32 years industry experience