HEDGE INTERVIEW, Manager Profiles, FEB 2022: Andrew Cohen, Co-Founder, CIO, Difesa Capital

HEDGE INTERVIEW

English - February 13, 2023 19:00 - 18 minutes - 12.8 MB
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In this 'Manager Profiles' interview, I spoke with Andrew Cohen of Difesa Capital. He and I talked about:

Difesa's unique special situations strategy that uses a 'three-legged stool’ approach, designed to capture equity-linked convexity while having limited beta to equity markets and limited volatility.How Andrew’s 23 years of investment experience, spanning every corporate-financed-based hedge fund strategy, has culminated into his unique approach at Difesa.How Difesa is not ‘pigeon-holed’ and able to take advantage of multiple verticals.How Difesa manages risk at the position level and at the portfolio level.Lessons learned over 20-plus years of investment experience. Difesa’s focus for 2023.

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