Cognition Investment Partners

We are pleased to announce Cognition Investment Partners is now an appointed representative of Eschler. Founded by Mikael Henriksson (ex Farallon), and Lars Wind (ex ATP and ADIA), Cognition runs an absolute return global macro strategy.

Cognition advises a unique Macro Strategy that is designed to deliver positive returns in all market conditions, targeting long term compounding and out-performance. The Macro Strategy is benchmark unconstrained and importantly uncorrelated to equity markets making it an essential component in any diversified portfolio to limit beta risk. While most other macro strategies emphasise volatility minimisation and as a result are forced to trade short term price movements, Cognition’s Macro Strategy instead utilises the same principles as classical value investing. Translating the proven concepts of value investing to macro allows us to look through short-term volatility and take advantage of situations where others hold back. The experienced investment team including co-founders Mikael Henriksson and Lars Wind have over 50 years of combined expertise at firms including Farallon, Omni, ATP, ADIA and HSBC.

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