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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