Private Investment Management
Montréal, Québec
By Appointment or Referral Only
Cohen Capital is a private firm deploying systematic, model-driven strategies across global equities, foreign exchange, real estate, and derivatives markets. Every position is the product of data-driven analysis built over decades of operation.
The fund manages assets on behalf of a limited number of high-net-worth individuals. Capacity is constrained by design so that strategy integrity is never compromised by scale. Profits are distributed semi-annually with full portfolio reporting at each cycle.
We operate from the financial district of Montreal, Quebec, and accept new investors by referral from existing clients or qualified intermediaries only.
Our models are built on decades of cross-market data. Execution is systematic and free from discretionary bias across all market conditions.
The fund serves a small group of investors by design. Limiting capacity protects performance and ensures a high standard of service.
Capital preservation comes first. All strategies operate within defined drawdown limits and are stress-tested before deployment.
Cohen Capital is a private firm founded in 2001 by David Cohen. Headquartered in the financial district of Montreal, the firm manages assets on behalf of a select group of high-net-worth investors across capital markets and real estate.
All investment decisions are model-driven, drawing on proprietary frameworks refined over many years. The mandate spans global equities, foreign exchange, real estate, and derivative instruments.
New investors are accepted by referral only. Capacity is limited and access is granted on a case-by-case basis.
David Cohen brings over fifty years of cross-market experience to his role as founder and managing principal. His career began in New York City, where he built a reputation as a real estate developer before moving into active roles across the United States financial markets.
David has held positions in foreign exchange trading, luxury asset markets including Rolex, real estate, and broad multi-sector investment across the US financial system. This range of experience forms the foundation of the firm's investment philosophy.
The move to Montreal and the founding of Cohen Capital in 2001 marked a shift toward a private, focused practice serving a select group of sophisticated investors.
| Strategy | Fully quantitative. All positions result from systematic, model-driven analysis. No discretionary judgment in execution. |
| Markets | Global equities, foreign exchange, real estate, and derivative instruments, drawing on decades of cross-market experience. |
| Risk Management | Capital preservation is central. All strategies operate within defined drawdown limits and are stress-tested prior to deployment. |
| Distributions | Profits distributed semi-annually. Full portfolio reporting provided at each distribution cycle. |
| Access | New investors accepted by referral only. Capacity is limited. Enquiries reviewed at the discretion of the managing principal. |