At the 2025 Sohn Hong Kong Conference, David Dredge, Chief Investment Officer at Convex Strategies, and Nick Ferres, Chief Investment Officer at Vantage Point Asset Management, engaged in a compelling debate that showcased two contrasting investment philosophies. Dredge likened his approach to that of a "goalkeeper," focusing on resilience and protecting capital during extreme market events. Ferres, by contrast, positioned himself as a "goal scorer," actively seeking to capitalize on emotional market dislocations. The conversation highlighted two fundamentally different ways to navigate market uncertainty: one rooted in defense and convexity, the other in offense and valuation-driven opportunity.
2025 Sohn Hong Kong Conference - Convex Strategies' David Dredge
Dredge's philosophy is grounded in the observation that the most impactful outcomes...
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